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Rebalancing Reset: A New Approach In A New World Of Institutional Investing
Sponsored By SEI's Institutional Group
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- Abstract:
- Rebalancing is a well-known portfolio management strategy; however, like all strategies, its effectiveness depends on the accuracy of underlying drivers and assumptions. For most institutional investors, rebalancing instructions are defined in the Investment Policy Statement (IPS) and they are implemented based on strategic allocation weights or targets. This paper outlines new considerations in rebalancing strategies given recent market events, as well as new research on institutional investors that gauges current rebalancing strategies.
- DETAILS
- Sponsored by: SEI's Institutional Group
- Released: August 24, 2009
- Length: 4 pages
- Format: PDF (49 kb)
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