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Rebalance a Portfolio to Improve Risk-Adjusted Return

Step 1

  • In the Rebalance → Optimizer view, add trade constraints to ensure portfolio structure is maintained along with factor targets such as ESG mandates.

Step 2

  • View summary information of optimized portfolio vs. original portfolio, including the return, total risk, Sharpe ratio, and risk decomposition details.

Step 3

  • Drill down to a more granular level, review proposed trades, and download the trade list for execution via OMS or the trade desk.
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