Rebalancing:   More Informed

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.

A holistic view of the pros and cons of each alternative

-- without bias.

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



1.

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.
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2.

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.
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3.

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.
3.

RISK WARNING

Most decisions require trade-offs and uncertainty, which is the acceptance of risk. Investing in particular involves uncertainty and therefore the value of your investment can go down as well as up and it is possible to get back less than you originally invested. Our tools are focused on measuring more risk and making more informed decisions, but that is not the same as eliminating risk.
Learn more about uncertainty, risk, and our outcomes here.

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