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.
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.