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Portfolio Rebalancing Policy: A Fiduciary Duty in Good Markets & Bad

Portfolios must be rebalanced to maintain the risk/reward profile set in the original asset allocation. But how often should portfolios be rebalanced? And what guidelines should be used to determine when to rebalance? As institutional investment stewards, trustees and their investment consultants ha
Portfolios must be rebalanced to maintain the risk/reward profile set in the original asset allocation. But how often should portfolios be rebalanced? And what guidelines should be used to determine when to rebalance? As institutional investment stewards, trustees and their investment consultants have a fiduciary duty to set a clear policy on portfolio rebalancing.

Register now to join us for a live webinar to discuss our upcoming paper on rebalancing and guidelines for implementing a rebalancing policy. We'll address key questions to consider and discuss in more detail with your consultant.
Recorded May 16 2012 30 mins
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Presented by
Greg Leonberger, FSA, EA, MAAA, Vice President and Director of Research; Nat Kellogg, CFA, Associate Director of Research
Presentation preview: Portfolio Rebalancing Policy: A Fiduciary Duty in Good Markets & Bad

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  • Title: Portfolio Rebalancing Policy: A Fiduciary Duty in Good Markets & Bad
  • Live at: May 16 2012 6:00 pm
  • Presented by: Greg Leonberger, FSA, EA, MAAA, Vice President and Director of Research; Nat Kellogg, CFA, Associate Director of Research
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