Rebalancing: More Informed

"A technology-first solution"

Blending technology with human-insight, our solution brings the best of both worlds from qualitative and quantitative approaches to inform trustees and help them make better rebalancing decisions.

"We built a bespoke solution to fit within and extend your investment process."

DOWNLOAD OVERVIEW

The EDS Rebalancing Solution is designed to provide simple answers to three questions:

Should the portfolio be rebalanced?

• Calculate the expected effects and recommend rebalancing if the gains outweigh the costs.
• Consider the many, varied, and complex objectives that asset owners face.
• Record the accepted trade-offs for a robust record of fiduciary duty.

What is the most efficient rebalancing implementation?

• Quickly compare and contrast different alternatives on the go.
• Use EDS-driven recommendations or implement your own preferences.
• Understand your preferences and accepted risks in a deeper and more holistic way.

How to objectively evaluate new risks/opportunities?

• Easily uncover sensitivities to new factors and assess new investments and/or asset classes.
• Customise your solution to integrate seamlessly into your existing investment process.
• Add metrics specific to your portfolio with ease or access our database of global risk and investment metrics.