rebalance

Opinion

Investment decision making framework needs a rethink post-crisis

While advising clients not to rebalance throughout much of the financial crisis, US-based asset consultant RogersCasey now believes investors should reposition to a “normal” asset allocation position, providing they re-examine what that “normal” is. AMANDA WHITE spoke with chief executive Tim Barron. During the height of the financial crisis, the RogersCasey view was that rebalancing […]
Opinion

Investment decision making framework needs a rethink post-crisis

While advising clients not to rebalance throughout much of the financial crisis, US-based asset consultant RogersCasey now believes investors should reposition to a “normal” asset allocation position, providing they re-examine what that “normal” is. AMANDA WHITE spoke with chief executive Tim Barron. During the height of the financial crisis, the RogersCasey view was that rebalancing […]
Investment Strategy

Funds urged to consider cost of not rebalancing

The cost of a standard Australian equity trade has risen by more than 10 basis points during the financial crisis, prompting super funds to think carefully about the way in which they rebalance portfolios. According to State Street’s Transaction Cost Analysis, the average equity transaction cost in Australia rose from 25 basis points in 2007 […]
Investment Strategy

Funds urged to consider cost of not rebalancing

The cost of a standard Australian equity trade has risen by more than 10 basis points during the financial crisis, prompting super funds to think carefully about the way in which they rebalance portfolios. According to State Street’s Transaction Cost Analysis, the average equity transaction cost in Australia rose from 25 basis points in 2007 […]