GBI: Integrating Traditional and Behavioral Finance
The implementation of this framework is described through examples, which consider the challenges of investing to meet lifestyle expenses and investing for a fixed planning horizon. We discuss the development of investment strategies for each of these purposes, modifying traditional portfolio construction methods to reflect investor goals, risk tolerances and preferences.
Goals Based Investing: Integrating Traditional and Behavioral Finance
XPLAN Stream Offer
May 16 2018
From April 16, 2018, AGBA Members will have access to our Exclusive PlanFocus offer outlined below.
This 12-month program provides AGBA members with collaborative group...