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

May 11, 2012 | Greg Leonberger, FSA, EA, MAAA, FCA, Director of Research, Managing Partner, Nat Kellogg, CFA, President

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 [*note updated in 2018] and guidelines for implementing a rebalancing policy. We’ll address key questions to consider and discuss in more detail with your consultant.


Live Webinar – Wednesday, May 16, 2012 – 1:00-1:45 PM CT

Featuring: Greg Leonberger, FSA, EA, MAAA, Vice President and Director of Research; Nat Kellogg, CFA, Associate Director of Research

Who should attend: Institutional investment stewards, investment managers

Please contact us for access to this video.


Greg Leonberger, FSA, EA, MAAA, FCA
Director of Research, Managing Partner

Get to Know Greg

Nat Kellogg, CFA

Get to Know Nat

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

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