Portfolio Rebalance Engine - Case Study
Major Improvements to Portfolio Rebalancing

Selection, Design, Testing, and Deployment of a Rebalance Engine for an Investment Management Firm

Situation

An investment management firm in the USA wanted to make improvements to the rebalancing function within their portfolio management system and develop their own portfolio rebalancing engine.

Solution

Resolute assisted in the development and documentation of the requirements; the design of the rebalance engine, the development of a testing strategy, plan and test cases; and the execution of testing and implementation of the solution into production.

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