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WHY GOALS BASED INVESTING IS BETTER FOR FINANCIAL ADVISERS

Goals Based Investing is about building and managing investment portfolios to achieve particular outcomes. It focuses on achieving the specific results desired by the end client, rather than more arbitrary market benchmarks.

When market performance is uncertain, the absolute outcomes driven approach of Goals Based Investing comes into its own. It's time for a better way.

Discover:

• About Goals Based Investing portfolios
• Reframing investment philosophy
• Risk Profiling and Goals Based Investing
• The facts about Dynamic Asset Allocation
• How lower volatility improves outcomes
• Practical business considerations
• The role of technology
• The benefits of outsourcing