The key to successful long term gains in the capital markets is discipline of reviewing and rebalancing portfolio's periodically or whenever the market conditions demand.
At Logicals, we imbibe both of them into the client engagement process. Reviews of the portfolio or the entire plans happen on a quarterly basis. As part of the review, client spends around an hour every quarter with the relationship manager and the market specialist from the Chief Investment Office (CIO). Multiple aspects of the market and its impact on the future of the customer are discussed during this meeting.
Rebalancing of portfolio is one of the most important aspects of any investments. It is also one of the more ignored aspects of Investments. Logicals uses advanced mathematical models to identify when to rebalance a portfolio. Portfolio Rebalancing is performed based on multiple parameters including market conditions, cost of transactions, tax implications etc.