Rebalancing
Maintain balance to reduce risk and increase opportunity.
As the market shifts, significant gains in one asset class may expose you to additional market risk. To mitigate this vulnerability, we rebalance your portfolio regularly to bring your investments back to their ideal asset allocation — in other words, back to your preferred risk vs. return allocation — for a consistent investment experience.
While maintaining an optimized risk profile, rebalancing also creates opportunities to sell high and buy low. When you sell an over-performing investment, you "sell high." When you buy an under-performing investment, you "buy low." Fundamentally, since it is impossible to predict the next high-performing asset class, this process harvests gains and helps to position you to take advantage of the next market shift relative to your preferred risk profile.
Source: Mercer Global Advisors Investment Committee.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.
