Whitepaper

Rebalancing Through an Overlay Strategy During Periods of Volatility

March 21, 2022
Periods of high volatility create opportunities for investors to add value through portfolio rebalancing, but many institutional investors face challenges in implementing a strategy that provides for discipline and responsiveness during volatile markets. Responding in a timely and efficient manner to unanticipated market moves under this scenario can be very challenging. Rebalancing through an overlay introduces daily monitoring, real-time portfolio rebalancing, and the potential for reduced transaction costs—all while improving policy-benchmark tracking.

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Jan Mowbray, CFA

Portfolio Manager

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