The authors argue that modeling real-time rules-based rebalancing is necessary because it reflects how financial planners actually invest client portfolios, and without it, optimal portfolios are derived only by accident.

Authors

• Person: Not available Organization: Journal of Financial Planning
  Next Generation Investment Risk Management: Putting the 'Modern ...

Sources

• Next Generation Investment Risk Management: Putting the 'Modern ... www.financialplanningassociation.org Journal of Financial Planning via serper

Referenced by nodes (2)

• investment portfolio concept
• financial planner concept