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

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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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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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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.

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Article
2023-04-30
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