Portfolio Rebalancing Policy: A Fiduciary Duty in Good Markets & Bad
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Live Webinar - Wednesday, May 16, 2012 - 1:00-1:45 PM CT
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.
Who should attend: Institutional investment stewards, investment managers
Live webinar attendees will be able to submit questions to the presenters and vote in audience polls during the event. Questions will be answered as time allows during the Q&A session towards the end of the webinar.
If you are unable to attend the webinar live, you can also view it afterward on demand. Registrants will automatically receive a follow-up email shortly after the end of the webinar to notify them of webinar recording availability.