Household Rebalancing

1
Yes, it can be done. Manage Household Accounts in
__ seconds, not hours
2
What is UMHA Householder?
Create, maintain and re balance household
accounts using mean variance or model centric
methods Rebalancing investment accounts is
th best way to enhance returns while
keeping portfolios on target to achieve long-term
goals. UMHA Householder allows you to
rebalance up to 50 accounts in a household
Ensuring all accounts within the household re
balancing retain their market value
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HOUSEHOLDS WITH MIXED ACCOUNTS?
UMHA enables rebalancing for households that
contain a mix of taxable accounts
ATTRIBUTE-BASED RESTRICTIONS
Further attribute-based restrictions can be
imposed on individual accounts within the
households
SECURITY LEVEL RESTRICTIONS
All are supported i.e. do not buy, do not sell,
do not trade, sell to a min , buy to a max .
APPLY BENCHMARKS
A single benchmark (model) can be assigned to a
household.
M ? d t?l/Gcn di m ark
Growth
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REBALANCING HOW DOES IT WORK?
Rebalancing is a powerful way to ensure a
portfolio doesn't drift too far away from its
targets. Every trade is properly assigned to an
account within the household. Here are just a few
of its capabilities MANAGING BUY LISTS
MANAGING ALPHA LISTS TAX AWARE AND WASH
SALES MULTI-FACTOR MODELS PORTFOLIO
TILTING
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