Jacqueline Yang Profile
Jacqueline Yang, CFA
Portfolio Manager and LDI Strategist
Boston
  • Northeastern University, BS in Business

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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
Jacqueline Yang, CFA
Nick Samouilhan
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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