UK - Pension funds with balanced mandates could allow investments to drift further from the benchmark on many occasions and still achieve the desired returns rather than go through a costly benchmark rebalancing process, says Scottish Widows Investment Partnership (SWIP).
SWIP, the asset management arm of Lloyds TSB, conducted a study to examine the optimal time frame for funds to consider re-balancing the benchmark of their portfolio. Commenting on the study, Gary...
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