News and Resources

To assist advisers stay up to date with market and product news that might impact on your client portfolios, we are pleased to provide a range of different papers and presentations covering a wide variety of useful topics.

We will let you know when a new paper has been added to the site. We also encourage our members to send us papers that they believe will be of value to the gosld based form. Please get in touch if you have a paper you would like us to consider.

Please note these articles are available free of charge. 

VIDEO: ALLAN GRAY - It's Difficult being Different

November 9 2018

Allan Gray discusses behavioural finance, markets and how they invest differently

Goals Based Advice - White Paper from Advice Intelligence (ai)

November 2 2018, Advice Intelligence

Goals based advice may be a new phrase for some, but it addresses an issue that’s been around for a long time – namely, connecting...

What is Private Equity?

October 31 2018, Pengana Capital

There are significantly more private companies than public companies in the world. These companies do not have shares or bonds that are listed on public...

What to expect from Goals Based Investing

September 7 2018, Dynamic Asset

Goals Based Investing is a simple, rational approach to building portfolios that specifically targets meeting known needs.

The case for Goals Based investing

September 7 2018, Lockwood Advisers

There are many methods of building an investment strategy designed to meet an investor’s future needs.

What is Goals Based Advice

September 7 2018, Kaplan 2017

The concept of goals-based advice places clients’ personal and lifestyle goals at the core of the financial advice process.

A Framework for Goals-Based Wealth Management

September 7 2018, Jean L.P. Brunel

Identifying a client’s goals is at the heart of integrated wealth planning.

Why Goals-Based Investing enhances Modern Portfolio Theory

September 7 2018, Jeff Rogers - AMP

Clients and their advisers once considered a single financial objective: to maximise portfolio returns subject to an acceptable level of volatility.

Why your investment Philosophy Matters

September 7 2018, Matthew Walker - Dynamic Asset

An investment philosophy is based on the intractable belief you have in the principles and practices that guide your decision-making.

GBI: Integrating Traditional and Behavioral Finance

September 7 2018, Dan Nevins

Our paper comprise a framework for goals-based investing.

Managed Accounts Research Paper - BT Panorama

September 1 2018

Financial advisers’ use of managed accounts continues to grow from strength to strength. BT looks at why.

(Standing against) The pursuit of averageness

July 1 2018, Allan Gray

There have been plenty of articles in recent times highlighting the rise of passive investing and predicting the demise of active managers. There is a...

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