Oracle® Insurance Policy Administration 9.1.0.0.0 E15811-01

# Rebalancing

Portfolio rebalancing programs adjust the amount of money allocated to each investment portfolio at designated intervals. This is designed as such because fund allocations gradually fall out of alignment as some portfolio share values grow faster than others. Some asset allocation programs regularly review an investor's financial goals and market conditions and make corresponding changes in the owner's investment portfolios.

Default allocations for Rebalance are set-up from the Allocation link in the left navigation menu. Once they have been configured, you can change them in the Activity window from the top Allocation link.

Note: The deferred annuity segment must have the Rebalance radio button set to Yes if you want to use rebalance for the policy.