Email: info@paritascapital.com   Phone: (203) 717-1620

Rebalancing

GWS’ Rebalancing Process Targets Tax-Efficiency

A key premise to the success of the Paritas Global Wealth Strategy is that small changes in the portfolio’s allocation can, over time, potentially enhance its total return. Collectively, all these small changes allow us to rebalance the risk every month while still efficiently minimizing the impact of taxes. For every trade that occurs...

Quantify The Risk

We calculate the risk of each individual asset in our portfolio to ensure we know exactly how it is behaving.

We analyze prices to determine movements and calculate statistics, such as correlation and volatility, that help us construct our risk value.

If risk is unknown, it cannot be managed. We are able to effectively manage risk by being able to quantify it.

Optimize the Risk

We use the power of today's computers to calculate the optimal amount of capital needed to achieve a specific risk target for each asset.

The optimizer evaluates each asset in the portfolio and determines whether or not it is contributing the right amount of risk to the overall portfolio.

Allocate the Capital

We invest the assets in the portfolio according to the capital amounts calculated during our optimization.

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