Portfolio knowledge base
Allocation discipline
A reference for sizing sleeves and reviewing allocation changes with consistent rules.
ReferenceDraft
allocationsizingreview
Purpose
Give portfolio changes a documented reason and review trigger.
Requirements
- Target exposure
- Rebalance rule
- Review trigger
Notes
Allocation discipline means the reason for a change is written before the change is evaluated.
Separate strategic targets from tactical exceptions so drift can be explained and corrected.
Contributors
Editor
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