How often are investment portfolios reviewed and rebalanced?

Investment portfolios are generally reviewed and rebalanced on a regular basis, depending on the specific strategy and policies of the investment management firm, such as Eagle Asset Management. Many firms perform quarterly reviews, while others may choose to conduct reviews semi-annually or annually. During these review periods, portfolio managers assess the performance of the investments, evaluate any changes in market conditions, and consider adjustments needed to align with the client's investment objectives and risk tolerance. Rebalancing involves realigning the portfolio to its target allocation, which may be necessary due to varying performance levels of the investments. This process helps maintain the desired risk profile and can potentially enhance returns over time. It is important for investors to understand that the frequency of reviews and rebalancing can be influenced by individual circumstances, investment goals, and market developments. For further information on specific practices, it would be best to visit Eagle Asset Management's current web page.