FAQ

17. What are portfolio rebalancing strategies?

Quick Answer:
Common approaches include periodic, threshold-based, and tactical rebalancing.


Learn More:
Periodic rebalancing (e.g., annually) restores balance on schedule. Threshold-based acts when an asset drifts beyond a set percentage. Tactical rebalancing adjusts based on market outlook. Findex supports data visibility for all approaches, enabling informed timing.

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