In the AIRS PMS Suite, we introduce a new method that enables an efficient rebalancing process. Professional users can now exclude individual positions in the portfolio or (part of) the cash balance when comparing a client’s portfolio with a model portfolio. This is particularly useful when clients have specific requests regarding their securities portfolio. For example, if a client wishes to reserve part of his assets for a specific purpose, such as the purchase of a holiday home. This value is then excluded and deducted from the client’s portfolio, allowing the professional user to clearly identify the proposed transactions that will complete the rebalancing process. In this way, there are no longer any obstacles to an efficient rebalancing process.
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