Changing the optimisation strategy

Changing the risk appetite of your optimization results in the automatic recalculation of your fixing advice calendar.

To change the risk appetite, follow these steps:

In the dashboard, click on the 'Optimisations' tab on the menu bar or,
Click the 'My optimisations' button in the 'Optimisations' section
Select the optimisation from the list of optimisation in the 'Optimisations' page.
Under the 'Optimisation settings' tab in the 'DETAILS OF OPTIMISATION', click on the 'Modify' button in the 'Strategy' section.
in the 'Optimisation strategy' page
1. If you want to apply the same risk appetite to all your periods, click on "That is Global" and enter your risk appetite.
  For more information: Choosing a risk appetite
2. If you want to apply different risk appetite per period, click on "By period" and change the default risk appetite.
  For more information: Choosing a risk appetite
Click on the 'Save' button to save your changes.

Note : You can retake the test to find your suggested risk appetite in this section.

Any change in the % of consumption to be fixed results in the automatic recalculation of your fixing advice calendar.

In the dashboard, click on the 'Optimisations' tab on the menu bar.
Select the optimisation from the list of optimisation in the 'Optimisations' page.
Under the 'Optimisation settings' tab in the 'DETAILS OF OPTIMISATION', click on the 'Modify' button in the 'Strategy' section.
in the 'Optimisation strategy' page
1. If you want to apply the same % to all periods, click on "Global" and change the %.
  For more information: Choose the consumption percentages to be fixed
2. If you want to apply different %'s for different periods, click on "By period" and change the %.
  For more information: Choose the consumption percentages to be fixed
Click on the 'Save' button to save your changes.