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MONEY FOLLOWS THE PERSON REBALANCING DEMONSTRATIONCALIFORNIA COMMUNITY TRANSITIONS OPERATIONAL PROTOCOLSUBMITTED TO THE CENTERS FOR MEDICARE & MEDICAID SERVICESNOVEMBER 30, 2007Table of ContentsSectionPage
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Rebalancing demonstration is the process of adjusting the allocation of assets in a portfolio to maintain the desired level of risk and return.
Investment managers or financial advisors are typically required to file rebalancing demonstration.
Rebalancing demonstration can be filled out by analyzing the current allocation of assets, determining the desired allocation, and making necessary adjustments.
The purpose of rebalancing demonstration is to ensure that the portfolio remains aligned with the investor's goals and risk tolerance.
Rebalancing demonstration typically includes details of the current asset allocation, the target asset allocation, and the rationale for any changes made.
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