Don’t fret the normal discipline with rebalancing – Callan

As the end of the year approaches, the issue of rebalancing for pension funds – a vexed one in the market volatility of the past year – is becoming more acute. US-based adviser Callan Associates is advising clients to depart from the normal disciplines around rebalancing in these extreme conditions.

In a new research note, Callan has listed several steps for investors facing rebalancing and transition needs in the current environment.

The consulting firm notes that this may represent a departure from traditional consulting advice to adhere to disciplined rebalancing no matter what the markets are doing.
The research note advises:

The full research note is available at: