WEBINAR: Practitioners Insights: Portfolio Rebalancing Science and Techniques
Rebalancing is an important tool in the portfolio management process. Rebalancing ensures that the portfolio does not drift from its target asset allocation. Deviating from the target would mean acquiring unintended risk-return characteristics. Portfolio rebalancing objectives may vary depending on investing style and asset classes. In this webinar, we review rebalancing practices in the industry across asset classes in both the passive and active investments space. We also discuss some of the challenges associated with conventional rebalancing methods, including implementation issues arising from liquidity situations and market volatility, as well as ways to overcome them.
Continuing Education for CFA Institute Members
CFA Institute members: Provide your CFA Institute ID number upon registration to facilitate the entry of CE credit into your record at the close of this live webinar. Credit will not be recorded if no CFA Institute ID provided is provided. You’ll receive an automatic notification to your email address on file once these credits have been entered into your record. Please allow 10 business days to receive your notification.