Jacqueline Yang
CFA
Investment Strategy Analyst
Boston
  • Northeastern University, BS in Business

Insights By Jacqueline Yang

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Asset allocation Multi-asset Risk management iStrat Strategic allocation iStrat program Whitepaper
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Rebalancing a multi-asset portfolio: A guide to the choices and trade-offs

Many investors wrestle with portfolio rebalancing decisions, particularly in volatile environments. In this paper, members of our Investment Strategy Team argue for a well-structured rebalancing policy and share research on different approaches and common implementation considerations.

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By

Jacqueline Yang, CFA

Nick Samouilhan, PhD, CFA, FRM

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Whitepaper
2025-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Multi-asset Alternatives iStrat Strategic allocation Retirement Article Defined contribution (DC) Income Multi-Asset solutions
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Demystifying decumulation: A practical guide
Investors seeking a sound decumulation strategy must consider a host of variables, including risks that weren’t on the radar when they were accumulating assets. Members of our Investment Strategy team consider the interaction between portfolio withdrawals and specific characteristics of the portfolio’s realized return. They also offer thoughts on successful decumulation strategies, focusing on portfolio construction, process design, and implementation.
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Article
2023-04-30
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