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What is the value of a good rebalancing process?

April 24, 2013
by Kal
managing risk, market movement, rebalancing
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“Research has shown that using a well-thought out portfolio rebalancing process can enhance portfolio performance. The level of performance enhancement is comparable to allocating an additional 10% to 15% to equities. This performance benefit occurs without incurring the risk associated with a higher equity exposure.”

Breaking Through The Efficient Frontier With Portfolio Rebalancing, by Doug McCalla, Investment OfficerSan DiegoCity Employees’ Retirement System. Presented at the CaliforniaState Association of CountyRetirement Systems’ 1996 Spring Conference.

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At The Headlands Group, we are committed to making high probability of success investors. We transform client concerns about financial markets into the confidence that comes from knowing their investing experience will be a successful one. If we can succeed in getting clients to avoid “easy and popular” and allowing us to do “difficult and unpopular” on their behalf, we have made them into the “house” at the market casino and improved the odds that they will be successful over their investing lifetimes. We believe our clients perform better than most large institutions – despite not having the same investment resources.
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