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- W38449572 abstract "One of an investment advisor’s most important roles is to formulate a customized, written investment policy for each client. This policy documents each client’s objectives and constraints, including financial position, required return, investment time horizon, and risk tolerance. From this information, the advisor constructs a diversified asset allocation strategy with target weights in different investment classes. Until a major life event changes the investor’s circumstances, the policy and strategy should be maintained. This requires regular evaluation of the portfolio for possible rebalancing." @default.
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- W38449572 date "2003-01-01" @default.
- W38449572 modified "2023-09-27" @default.
- W38449572 title "The Importance of Portfolio Rebalancing in Volatile Markets" @default.
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