Rebalance portfolios with customizable rules.
Hydrogen offers a robust portfolio rebalancing engine to both suggest asset allocation changes and create orders for clients based on a cash surplus, cash deficit, profile change, or weight adjustment.
- Drift based- rebalance back to strategic weights based on a drift in the value of the holdings.
- Period based- rebalance back to strategic weights on an annual, quarterly or monthly basis.
- Full rebalance- Sell and buy securities to re-balance the weights
- Sell-only rebalance- Sell securities to re-balance the weights
- Buy-only rebalance- Buy securities to re-balance the weights
- Zero out rebalance- Sell all securities in an account’s holdings