What is Objective-Based Investing?
Media Release from Profile Financial Services – June 2018
Objective-Based Investing (OBI for short) is an investment approach that seeks to align investments and portfolios with the client’s specific needs and objectives. The result is one or more customised portfolios each designed to achieve a specific desired outcome over a defined period with a high probability of success. The approach offers greater certainty to the client and allows financial planning to be conducted in a far more precise manner.
This is very much unlike common industry practice of matching products according to the nebulous notion of the client’s risk profile.
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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.
Technology for advisers by advisers
April 11 2018, Jamie Williamson
The Association of Goals Based Advice is inviting advisers to participate in the development of software targeted at providing better outcomes to consumers and advice...