Strategies/ MULTI-STYLE BALANCED - Risk Management
Your dedicated client service representative will continually review and monitor your portfolio to keep it in line with your objectives, and to maximize the benefit from the recommendations of our expert Asset Allocation Committee.
- Review and refine client’s long-term target asset allocation
- Apply Asset Allocation Committee's tactical recommendations as appropriate
- Rebalance as necessary to keep portfolio in line with strategic allocations and objectives
- Time (annually, quarterly, etc.)
- Event (cash contribution or withdrawal – lowers transaction costs)
- Level (+/- % of target allocation)
- Review and monitor individual portfolio styles
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