Goals-Based Investing: A Visionary Framework for Wealth Management

Raise your investing game to a new level with the latest investing strategies, methods, and products

the wealth management industry has undergone a major transformation over the last decade, including increased concerns and skepticism from investors, the growth of robo-advisors, product evolution, and an evolving value propositionin addition to geopolitical risks, increased correlation across asset classes, changing demographics, and social tensions. concepts like modern portfolio theory arent modern anymore, and even post-modern portfolio theory has become pass.

to succeed in todays complex, uncertain world of investing, you need go beyond plain vanilla stocks, bonds, and mutual funds and embrace the latest investing tools and techniques. Goals-Based Investing is an unparalleled guide to:

• The limitations of modern portfolio theory
• Behavioral financeovercoming biases
• The role and use of alternative investments in building better portfolios
• The growth of exchange-traded funds (ETFs) from cheap beta to smart beta
• Sustainable investing, also known as environmental, social, and governance (ESG) investing
• Adopting a goals-based investing approach
• The future of wealth management

Investing products have evolved significantly over the past two decades, making it easier than ever for advisors and investors to access various segments of the market and unique asset classes.

goals-based investing examines product evolution and discusses how to use these tools to achieve your goals. With this forward-looking, one-of-a-kind investing guide, you have everything you need to navigate the investing jungle, avoid landmines, and achieve your long-term goals and objectives.