Every year as we begin the process of rebalancing the EQIS models we conduct a thorough review of the past year’s performance and establish our forward-looking capital market expectations and outlook. This gives us an in depth, holistic view that helps determine the ultimate portfolio construction for the year ahead. We invite you to read our recent Q4 2022 Review and 2023 Outlook.
On Friday, January 20, portfolio rebalances were implemented for client portfolios invested in the EQIS Models to bring the portfolios in line with our latest thinking, as detailed in the above paper. You can read all the rebalance details here and it is also posted in the Resource Center on the Freedom Advisors platform.
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