Mark,c ould you consider assigning each Sub Portfolio Property with an Allocation Target Tab where we can input asset allocation percentages be it a model or personalized.
Each of our Client Portfolio's have an Investment Policy Statement designating an Asset Class Allocation with Target Percentages along with Max and Min percentage restrictions. Approximately 50% have one of 5 model Target Allocations while the remaining 50% have a custom allocation. This way we can run a Bulk Rebalance Report for all Client Portfolios. We need to review those allocations quarterly so that the portfolios stay within these percentages.
Thanks,
Ric