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Modern portfolio theory has worked long and well for many portfolios, but it has its limitations. Core/satellite construction offers clients a way to indulge in some alpha-producing managers while still controlling costs.
Constructing the core of a core/satellite portfolio sounds easy—just plunk assets into a low-cost fund that mirrors the market. But as this study shows, a client's after-tax return can vary significantly depending on when the money is contributed and the type of fund or funds that you choose.
OK, so you're sold on the benefits of rebalancing. Now what? Here's how to buff up on procedures before you call clients in for a year-end workout.
Do you actively manage index funds? Or passively manage active funds? Your style of account management can make a difference in your clients' returns—no matter what kind of funds you use.
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