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The “right” rebalancing policy is likely to vary by investor return objectives, risk tolerance, sensitivity to turnover, and desire to manage implementation complexity.
Our research suggests that regular portfolio rebalancing is additive compared to a buy-and-hold strategy, and generates modest excess return while controlling active risk relative to a strategic benchmark.
Investors spend a considerable amount of time determining the appropriate asset allocationweights to apply to their portfolios, including consideration of risk tolerances. The purposeof having a rebalancing policy is to recapture the portfolio’s intended asset allocation aftera period of market movement and prevent a potentially undesirable outcome if no action istaken. Rebalancing is not done necessarily to maximize returns, but rather to produce a riskreturnoutcome that aligns with an investor’s long-term investment goals. There are a widevariety of rebalancing policies employed by investors, ranging from simple and straightforwardcalendar-based approaches to more complex methodologies based on market timing indicators.Throughout this piece we will examine some of the most common rebalancing policies andevaluate their impact on portfolio performance, various risk parameters, and turnover.
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