# Rebalance Triggers

Rebalancing occurs when one or more of the following conditions are met:

#### **Performance Drift**

A strategy’s performance deviates from its target expectations, either positively or negatively.

#### **Exposure Constraints**

A strategy or plane approaches or exceeds its configured exposure limit.

#### **Liquidity Requirements**

Withdrawals demand capital that must be recalled from specific strategies.

#### **Plane-Level Dynamics**

A plane becomes congested, stale, under-reporting, or overly risky, prompting a reduction in exposure.

#### **Governance or Automation Signals**

Scheduled or governance-directed adjustments to target allocation weights.

Rebalances do **not** occur continuously; they occur when validated data indicates necessity.


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