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Responsibility
responsibility:portfolio-rebalancing
Portfolio rebalancing
responsibility:portfolio-rebalancing
Responsibility
role/responsibilities/responsibilities-finance-trading.yaml
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overview
json
graph
Attributes
displayName
Portfolio rebalancing
cadence
scheduled
description
Execute portfolio rebalancing per investment policy and risk limits.
Outgoing edges
(1)
held_by
1
role:portfolio-manager
·
Role
Portfolio Manager
Incoming edges
(6)
holds_responsibility
1
role:portfolio-manager
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Role
Portfolio Manager
triggers_responsibility
5
workflow:trading-performance-attribution
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Workflow
Trading Performance Attribution
workflow:portfolio-rebalancing-cycle
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Workflow
Portfolio Rebalancing Cycle
workflow:portfolio-risk-attribution
·
Workflow
Portfolio Risk Attribution
workflow:investment-thesis-review
·
Workflow
Investment Thesis Review
workflow:asset-allocation-strategy-review
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Workflow
Asset Allocation Strategy Review