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

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Greg Leonberger, FSA, EA, MAAA, Vice President and Director of Research; Nat Kellogg, CFA, Associate Director of Research
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.
May 16 2012
30 mins
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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