Best practices for portfolio rebalancing

November 19, 2015

 

Rebalancing client portfolios requires a delicate balance. It can provide risk control, but rebalancing too often could incur needless costs. This research paper evaluates the benefits and challenges of rebalancing and offers rebalancing strategies and best practices.

Use this paper to:

  • Explore the benefits of rebalancing and the potential challenges of discussing rebalancing with clients.
  • Evaluate the basics of three common rebalancing strategies: time-only, threshold-only, and time-and-threshold.
  • Discover techniques for implementing a rebalancing strategy.
Qty
Additional materials

Note:

  • All investments are subject to risk, including possible loss of principal.
 

Our insights straight
to your inbox

Our insights straight to your inbox

Receive our latest Advisor's Digest
research
and commentary sent the
first business
morning every week.

A weekly digest of our latest research and commentary. Topics include the economy and markets, portfolio strategy, ETFs, and practice management.


Fund openings/closings, fund manager changes, dividend distributions, webinars, and other events you might want to know about.



Already registered? Log on to
manage your
email subscriptions.

Advisor's Digest

for May 14, 2018

Advisor's Digest for May 14, 2018

Advisor's Digest

for May 14, 2018