Practical analysis for investment professionals

goals-based investing


Why You Should Be a Goals-Based Investor

What if our traditional models of choice are not measuring people’s true objectives?

Goals-Based Investing: Should It Be the Norm?

To paraphrase Richard Thaler, all finance is behavioral. In the same spirit, all investment management should be goals-based.

Has Goals-Based Investing Ruined Modern Portfolio Theory (MPT)?

Although a fundamentally important financial concept, modern or mean-variance portfolio theory (MPT) has been of little practical value to retail investors in their asset allocation. Hansi Mehrotra, CFA, believes it’s time to develop a more practical risk-management measure.