Monitoring Investment Performance and Advice on Portfolio Rebalancing
Changes in the market may require you to make changes to your investments. When stock prices go up or down, the percentage of assets in stock rises or falls equally, causing your portfolio to become out of balance. In a similar fashion, if your own circumstances change, you may want to reorient your assets.
You must compare the results of your investment to a benchmark in order to determine how well it has performed. A fund that invests only in stocks might be misleading when compared with a fund that invests in both stocks and bonds, or a fund that invests in large-cap stocks might be misleading when compared with a fund that invests in small-cap stocks. It would be like comparing apples to oranges, and the comparison would be meaningless.
Rebalancing your portfolio may be necessary after you perform your yearly portfolio review. Rebalancing your portfolio—buying and selling asset classes to restore your portfolio to its original target allocation is a key step in risk management. Basically, you will have to sell investments in the asset class that is doing well (and which now represents a larger portion of the overall value of your portfolio) and buy investments in the one out of favor. It may seem counterintuitive, but you’re actually taking profits from winning asset classes that have reached their peaks and investing in other asset classes that have tremendous upside potential. Essentially, you are purchasing low and selling high. You consider preserving and growing your family wealth to be of the utmost importance. Today’s dynamic business environment calls for a disciplined approach & rigorous diligence since making “that” right investment decision is imperative.
You consider preserving and growing your family wealth to be of the utmost importance. Today’s dynamic business environment calls for a disciplined approach & rigorous diligence since making “that” right investment decision is imperative.
In addition to having highly qualified professionals and veteran bankers, our company takes pride in what it does. In helping clients better manage and plan their wealth, our lead advisors have more than 100 man-years’ experience. In a fast-changing market, all of our efforts are directed towards finding untapped potential opportunities for our clients. Introducing a client-centric, highly customisable solution designed specifically for wealth management services that streamlines workflow and provides better insights. We let you know first so you can act first – allowing you to use your time more effectively at home and at work. The wealth advisory industry is highly competitive and rapidly changing, putting tremendous pressure on wealth advisors to find new ways to attract and engage clients.
To address these challenges head-on, our solution is tailored specifically for wealth management companies in Dubai, providing actionable insights in seconds so you can engage clients proactively and always be ready. The new flagship solution is designed on an open platform with cutting-edge technologies, fast, and light. This enables you to deliver expert advice by combining innovative apps and content. Taking the time to understand our clients’ goals and providing them with sophisticated global strategies that meet their objectives and make our solutions work for them not just today, but also for decades to come is at the heart of what we do.
Please contact us if you require any assistance.