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Arbor allows you to rebalance your portfolio, helping you keep control of the level of risk you take on.

Portfolio Rebalancing – what it is

Portfolio Rebalancing is a simple method of achieving a target asset allocation, to ensure that your assets are realigned according to your security preferences after market fluctuations (for example, to regain a fund of 5% Apple and 6% Tesla shares).
Our system allows you to rebalance one or multiple funds to ensure this target asset allocation is maintained, after it changes through performance.
A portfolio can be rebalanced by amount, by selecting a particular intention (e.g. Benchmark % (all), Target %, Target Value), or both.
Where you can find it
Click Maintenance (at the top of the screen)
Select Portfolio Rebalancing
How to enter an Inflow or an Outflow
You can balance your portfolio by amount.
Input

  • Example 1 – if you require an extra $100 in the fund
  • In ‘Direction’ select Inflow
  • In ‘Amount’ select $100

Output

  • Example 2 – if you wished to rebalance a withdrawal of $100
  • In ‘Direction’ select Outflow
  • In ‘Amount’ select $100

Further methods of rebalancing
As above, you can rebalance your portfolio by amount. You can also rebalance by selecting a particular intention, which allows you to rebalance based upon either:

  • Benchmark %
    • You can define this benchmark level, and it can involve different targets for different securities.
  • Target %
    • This is a fixed percentage that will apply to all included securities.

On top of this, Exclusion, Product Type and Minimum Trade options are also available.

Exporting to OMS (Order Management System)

Using OMS Export generates an Order Entry window to submit the orders.
This allows you to send these orders straight to market, letting you execute the necessary transactions to rebalance your portfolio.
Rebalancing multiple funds
You can also rebalance multiple funds, by using Basket Creation.
More information
For more information about Portfolio Rebalancing, head to our online documentation portal.
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