Continuous, or active portfolio rebalancing, is emerging as the strategy of choice among many investors and financial experts. Many successful investors advocate for maintaining a disciplined approach to asset allocation, while numerous studies have shown that rebalanced portfolios tend to outperform those that are not.
Whether the markets are up or down, continuous portfolio rebalancing can be vital in keeping a portfolio within the right risk-reward ratio, as well as being an element of the value that an advisor can provide to their clients.
But how do you find the time for this time-consuming method? With many RIAs facing growth challenges due to staffing limitations, continuous rebalancing can be overwhelming for firms with many clients and diverse investment strategies.
By utilizing outsourcing and advanced technology, advisors can enhance their efficiency and productivity in managing scheduled, ad-hoc, and continuous portfolio rebalancing reviews.
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