Excel Development to Rebalance Portfolios

Excel Development to Rebalance Portfolios

The Business Challenge

Due to price fluctuations and changes to assets under management, it was often necessary for our client to rebalance their funds’ portfolios and managed accounts. This was a time consuming task that could benefit from automation.

Our Solution

Synetec produced and Excel Spreadsheet based solution that analysed each fund, rebalanced and produced a list of resultant trades.

Results and Benefits

Time taken to rebalance the funds was greatly reduced.

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