Portfolio Model Rebalancing

Portfolio Model Rebalancing

The Portfolio Model Rebalancing module seamlessly integrates into the Univeris platform and is designed to help Advisors more effectively manage client portfolios by automatically rebalancing an investor’s portfolio – across multiple mutual fund companies – to a target asset allocation. This ensures the portfolio remains aligned to the stated objectives.

The Univeris Portfolio Model Rebalancing module monitors portfolios to ensure they contain the right proportion of assets that are in line with the client’s target asset allocation. When the rebalancing occurs at a predefined interval (e.g. quarterly or semi-annually), the platform ensures that all client portfolios have the right mix of assets and are performing in accordance with investment objectives.

How Portfolio Model Rebalancing Helps

  • Highly efficient portfolio monitoring as a result of a unified portfolio model rebalancing module.
  • Increased flexibility for Advisors with options to set the frequency of rebalancing and to exclude certain products from the rebalancing process.
  • Ability to rebalance a portfolio across different mutual fund companies.