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| | FPA Journal - The Multiple-Equity Fund Portfolio Investment Strategy, Part II |
 | | The primary requirements for managing your multiple fund portfolio are to (1) ensure the initial fund portfolio composition, (2) reduce administrative challenges, (3) track the individual funds and total fund portfolio performance and make changes when necessary, and rebalance annually or after significant market performance shifts and when needs or objectives change. |
 | | Using the MEFP investment pyramid, which helps you select unique funds by style, geographic and industry sectors, you are unlikely to have a significant amount of redundancy in the securities each one of your funds in your portfolio hold. |
 | | Depending on the dynamic asset allocation rules that you recommend, you may suggest that your clients' portfolio be rebalanced regularly, during significant market shifts, when needs or objectives change, and when investors add to or take funds from their portfolio. |
| www.fpanet.net /journal/articles/1998_Issues/jfp1098-art14.cfm (4166 words) |
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