Goals-Based Investing: A Visionary Framework for Wealth Management

get up to speed on the latest investing strategies, techniques, and productsand raise your game to a whole new level 

The financial services industry has undergone a major transformation over the last decade, including increased concerns from investors, the growth of the independent model, the growth of Robo-advisors, product evolution, increased market correlationsin addition to geopolitical risks, population growth, technological advances, 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 techniquesand thats exactly what goals-based investing helps you do. This unparalleled guide covers:

• The limitations with modern portfolio theory
• Behavioral Financeovercoming biases
• The role and use of alternative investments (hedge funds, private equity, private credit, and real assets) 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 you 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 generate solid, steady returns.