Auto-rebalancing
Meritage Portfolios® are rebalanced on an ongoing basis to fit the initial selection and prevent overexposure in any specific asset category. If a specific fund market value deviates more than 2.5% from its original target or an asset class varies by more than 5%, we will proceed with a rebalancing of the portfolio.
Aon Due Diligence
Selection and due diligence processes are approved and monitored by Aon Hewitt.
Aon Hewitt was asked to review our Select Rating System®. The consulting firm validated the screening criteria, the quantitative models and the final selections. Aon is not only part of the due diligence process, but will also review any major change made to the portfolios.
