5. Monitoring and rebalancing the portfolio
The Robo-Advisor constantly monitors the portfolios, computing the CVaR on a weekly basis and re-allocating the portfolio if necessary.
Periodically, the portfolio is also rebalanced to the new optimal allocation. In addition, a team of professionals constantly monitors both the Robo- Advisor and the portfolios. It is possible at any time to change the Robo-Advisor’s strategy and start the reallocation manually.