Real World Rebalancing: What Works and How it's Done Under the Gun of Real-World Conditions

Explore rebalancing with an experienced practitioner. This session will cover what relevant research says about rebalancing and how it is supposed to work. Then we will shift to what actually happens in bear markets, how aspects that should work may not and what to be prepared for when the bear growls again. We will finish with a review of rebalancing through the COVID-19 pandemic and relevant data. Throughout, the presentation will be laced with observations and techniques surrounding client psychology.

Learning Objective:
• Be prepared for the next bear market by knowing what works, what doesn't and how to manage client expectations along the way