Eminaimanouyk

Goalsbased investing can help manage behavioral biases Goalsbased investing avoids setting personal investment strategies on the basis of indexes Indexes should be used to understand the current economic and investment environment and measure and evaluate the perform ance of strategies adopted to achieve several separate goalsGoalsBased Investing—Aligning Life and Wealth 2 GoalsBased Investing—Aligning Life and Wealth Goalsbased investing offers a powerful tool to help steel clients against market fear and uncertainty by better managing human preferences, biases and behaviours that can undermine their financial successGoalsbased portfolio to a portfolio on the mean– variance Efficient Frontier This mathematical reconcilement showed that GBWM is supported by MVT, which also forms part of the basis for the model described in this paper There is a growing practitioner literature on goalsbased wealth management Nevins (04) extended the mental Unified Wealth Platform Fact Sheet Brochure Fis