Asset Allocation Services Portfolio Rebalancing Form

You have 2 options:
1. Download the Form as PDF for Free and share it with your team for completion.
2. Use the Form directly within the Mobile2b Platform to optimize your business processes.

We have a collection of over 3,000 ready-to-use fully customizable Forms, available with a single click.

Pricing is based on how often you use the Form each month.
For detailed information, please visit our pricing page.

Asset Allocation Services (AAS) Portfolio Rebalancing Form is a tool used to maintain an optimal asset mix by periodically rebalancing investment portfolios according to a predetermined plan. It involves selling securities in over-weighted asset classes and using the proceeds to purchase those in under-weighted ones, or vice versa, to ensure that the portfolio remains aligned with the investor's target asset allocation. This process helps to manage risk and maximize returns by ensuring that the portfolio remains diversified and consistent with the investor's overall investment objectives and strategy.

Implementing an Asset Allocation Services Portfolio Rebalancing Form can provide numerous benefits to your organization, including:

• Efficient and timely portfolio rebalancing, ensuring alignment with strategic asset allocation targets
• Streamlined decision-making process through standardized forms and protocols
• Enhanced transparency and communication among stakeholders regarding portfolio composition and risk levels
• Improved risk management by proactively addressing deviations from target allocations and adjusting as needed
• Increased confidence in investment decisions through data-driven, evidence-based approaches

Account Information Section:

• Account holder name and address
• Taxpayer Identification Number (TIN) or Social Security Number (SSN)
• Date of birth
• Employer identification number (EIN)

Portfolio Information Section:

• List of all invested assets (e.g., stocks, bonds, ETFs, mutual funds)
• Current weights (percentages) of each asset in the portfolio
• Target weights (percentages) for each asset

Rebalancing Information Section:

• Frequency of rebalancing (e.g., quarterly, semi-annually)
• Trigger events for rebalancing (e.g., percentage drop in value)

Authorization and Representation Section:

• Signature of account holder or authorized representative
• Acknowledgement that the account holder has read and understood the terms of the service