Bridge over ocean
13 February 2020 Multimedia

Practitioners' Insights: Portfolio Rebalancing Science and Techniques

  1. Lokesh Mrig, CFA
  2. Shreenivas Kunte, CFA, CIPM

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.

This is the archived version of a live webinar that took place on 13 February 2020 


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