Rebalancing Strategy
Avoid over-trading
Use tolerance bands effectively
Threshold Settings
Do NOT set thresholds to 0%
This can cause excessive and unnecessary trading
Trade Review Discipline
Always review before approving:
Tax impact
Trade size
Cash movement
Operational Efficiency
Use filters for large batches
Remove outlier accounts before approval
Execution Timing
Approve same day to avoid expiration
Only resubmit failed accounts (not full batches)