Algorithms. Revolut Wealth provides you with a model portfolio based on your investment objectives as outlined in the Questionnaire you complete. Model portfolios are generated by Revolut Wealth or third parties and, if generated by the third party, are reviewed by Revolut Wealth prior to recommending. The portfolio is managed via automatic portfolio rebalancing based on Revolut Wealth’s internal algorithms and is designed to reasonably keep your portfolio balanced within certain thresholds, while minimizing the number of rebalances and tax impact. If your portfolio deviates from the initial parameters due to market moves or otherwise, our algorithms will periodically monitor the investments and make adjustments to stay within your initial stated risk tolerance. Rebalancing on a particular date can fail for a variety of technical, operational, or business reasons, which can result in potential losses. Revolut Wealth will monitor algorithmic performance and will correct any failed rebalancing. Revolut Wealth will amend the specific algorithm parameters at any time to enhance portfolio performance and risk. Revolut Wealth may also unilaterally exercise its discretion to rebalance a portfolio.
Appears in 4 contracts
Samples: Client Advisory Agreement, Client Advisory Agreement, Client Advisory Agreement
