IMAC Lecture - Portfolio Review Process

Ron Bird  |  Australian National University & Portfolio Construction Forum

About this Lecture

This lecture instructs IMAC candidates on the fundamentals of the portfolio review process, including:

  • market timing versus portfolio rebalancing;
  • rebalancing during market upswings and bull markets;
  • the ramifications of not rebalancing a portfolio;
  • allocation drift and its impact on a portfolio;
  • three common rebalancing approaches;
  • rebalancing considerations;
  • process and implications of replacing investment managers within a portfolio;
  • performance reporting;
  • style drift; and,
  • the significance of regular portfolio monitoring and reviews.
  • ...

Not yet a Member? It’s quick and free to join. Already a member? Please log in.

What's new with our live and on-demand continuing education, accreditation and certification programs.