About this Lecture

This lecture instructs IMAC candidates on the fundamentals of the portfolio review process, including:

• market timing versus portfolio rebalancing;
• rebalancing during market upswings and bull markets;
• the ramifications of not rebalancing a portfolio;
• allocation drift and its impact on a portfolio;
• three common rebalancing approaches;
• rebalancing considerations;
• process and implications of replacing investment managers within a portfolio;
• performance reporting;
• style drift; and,
• the significance of regular portfolio monitoring and reviews.
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