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Tyrone Wilkins and Deborah Ortiz are portfolio managers for Meabon Asset Management. Both Wilkins and Ortiz believe that rebalancing is an important part of portfolio management, but are unsure which rebalancing method would be best for their respective clients. Wilkins wants to maintain his client’s exposure to systematic risk factors, but does not want to spend his time constantly monitoring his client’s portfolio. Ortiz is most concerned that two or more asset classes in the portfolio could stray too far from the portfolio’s target allocation. Given their concerns, which rebalancing method would be best for Wilkins and Ortiz respectively?
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