Rebalance portfolios in FA Back
To rebalance portfolios and positions, make sure you have:
Rebalance preferences defined in FA Back (see in Rebalancing).
Rebalance model (model portfolio, investmetn plan or strategy) set up in FA Back (see Investment objectives). Rebalance model is not required – you can also define the target values ad hoc when you rebalance.
For strategy rebalancing, the buy list of securities linked to investment portfolios. Buy list is used to add more positions in the asset type. For instruction, see Create a buy list for strategy rebalancing.
Rebalancing in FA Back includes the following steps: