{
  "id": "workflow:portfolio-rebalancing-cycle",
  "_kind": "Workflow",
  "_file": "workflows/workflows/workflows-portfolio-mgmt.yaml",
  "_cluster": "workflows",
  "attributes": {
    "displayName": "Portfolio Rebalancing Cycle",
    "workflowKind": "operational",
    "triggerType": "scheduled",
    "typicalCadence": "weekly-to-monthly",
    "complexity": "cross-team",
    "description": "Executes periodic portfolio rebalancing — measuring portfolio drift\nagainst target weights and risk factor exposures, generating optimized\ntrade lists using mean-variance or risk-parity optimization with\ntransaction cost penalties, pre-trade compliance checks against\nmandate constraints (sector limits, position concentration, ESG\nscreens), coordinating execution timing across markets and time zones,\nand reconciling post-trade portfolio state against target. Produces\nrebalancing trade blotters, pre/post compliance reports, and\nimplementation shortfall analysis. Excludes investment thesis\nformation and benchmark selection.\n"
  },
  "outgoingEdges": [
    {
      "from": "workflow:portfolio-rebalancing-cycle",
      "to": "role:portfolio-manager",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-rebalancing-cycle",
      "to": "role:quantitative-analyst",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-rebalancing-cycle",
      "to": "role:trading-systems-engineer",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-rebalancing-cycle",
      "to": "role:compliance-officer",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-rebalancing-cycle",
      "to": "skill-area:python-data-pipelines",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-rebalancing-cycle",
      "to": "domain:portfolio-management",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-rebalancing-cycle",
      "to": "domain:trading-operations",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-rebalancing-cycle",
      "to": "responsibility:portfolio-rebalancing",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-rebalancing-cycle",
      "to": "responsibility:trading-system-reliability",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-rebalancing-cycle",
      "to": "org-unit:portfolio-management-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-rebalancing-cycle",
      "to": "org-unit:trading-desk",
      "kind": "performed_by_org_unit",
      "attributes": {}
    }
  ],
  "incomingEdges": []
}