Franklin J. Parker, CFA, is founder and chief investment officer of Directional Advisors in Dallas. He is a CFA charterholder, international speaker, and author of numerous peer-reviewed papers and articles. In 2017, Parker was awarded the NAAIM Founder’s Award for Investment Research for his work on merging active investment management and goals-based investing. Though raised on the family cattle ranch in central Texas, Parker now lives in Dallas with his wife and three children.
Investing is never done in the abstract. Investing is — and always has been — goals-based.
What will portfolio management look like in 2038?
Can goals-based portfolio theory bridge normative and descriptive investment theories?
What if our traditional models of choice are not measuring people’s true objectives?
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