Monitoring and Rebalancing

The goal of any portfolio is to provide the targeted return balanced with your risk profile.

The asset classes in each portfolio respond differently to market conditions and will outperform or underperform at certain times. This volatility can result in the optimal asset mix being altered and exposed to inappropriate risk levels.

To maintain the optimal asset mix and achieve the expected outcome, our investment managers monitor and rebalance the portfolios on an ongoing basis.

To learn more about monitoring and rebalancing, download the information sheet:

Monitoring and Rebalancing Information Sheet - PDF - 320 KB

Viewing PDF files requires Adobe Reader. Click here for a free download.