BREAKING NEWS: Nebo Wealth Launches Enterprise Solutions Platform

READ PRESS RELEASE

BREAKING NEWS: Nebo Wealth Launches Enterprise Solutions Platform

READ PRESS RELEASE

BREAKING NEWS: Nebo Wealth Launches Enterprise Solutions Platform

READ PRESS RELEASE

BREAKING NEWS: Nebo Wealth Launches Enterprise Solutions Platform

READ PRESS RELEASE
2/15/2024
InvestmentNews

Advyzon takes personalized portfolios further in new TAMP partnership

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The wealth tech provider is teaming up with Nebo Wealth to create an automated end-to-end solution for RIAs. Advyzon, a wealth tech provider focused on independent financial advisors and RIAs, has unveiled a partnership to improve the process of building personalized investment portfolios. Compared to the typical approach of focusing on implementation – through custom indexing and tax management, for example – Nebo Wealth says it goes further with a "multi-period, shortfall optimization engine," which builds portfolios that are designed around clients’ financial goals.
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Scott Hayward

GMO Chief Executive Officer

“The launch of Nebo marks an important next chapter in deepening our relationships with RIAs through investment-led solutions. In recent years we have expanded advisors’ access to GMO strategies by making more GMO funds available on custodial platforms. The introduction of Nebo’s novel approach will help advisors improve their clients’ financial well-being and achieve their financial goals.”

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Nebo wins best Goals-based Investing Platform at WealthManagement.com Industry Awards in NYC
Now in its 9th year, the WealthManagement.com Industry Awards program (the “Wealthies”) recognizes companies, organizations and individuals that support financial advisor success. A record-breaking number of nominations were submitted this year - over 1,000 entries were received from more than 400 companies. ultimately honoring 80 companies and executives in the wealth management space. The Industry Awards acknowledges firms that are bringing new innovations to market that make a real difference to the daily activities of financial advisors. The new Goals-based Investing Platforms category is a reflection of how asset managers are currently investing to provide new tools and technology for advisors to better tailor recommendations and implement financial planning themes into their investment management services. If a client has no volatility limit and is sufficiently early in their glidepath, Nebo will often recommend a 100% allocation to stocks. But while this makes sense given math, past returns, etc., a little paranoid voice inside my head questions whether it’s prudent to be 100% allocated to a single asset class. What would Ben say to that paranoid voice? Read Ben's Answer by downloading the whitepaper.
Webinar Replay: “Dear Allocator:
Is It OK to Own 100% Stocks?”
Our survey found 81% of advisors distinguish between shorter-term and longer-term capital market assumptions, but only 58% think it is OK to own 100% stocks for a client. Yet, the strong evidence of the mean-reverting nature of stocks and an equity risk premium relative to bonds suggests there are circumstances where it makes sense for a client to own 100% stocks, subject to the client’s time horizon, return requirements, and risk composure. If a client has no volatility limit and is sufficiently early in their glidepath, Nebo will often recommend a 100% allocation to stocks. But while this makes sense given math, past returns, etc., a little paranoid voice inside my head questions whether it’s prudent to be 100% allocated to a single asset class. What would Ben say to that paranoid voice? Read Ben's Answer by downloading the whitepaper.
Exciting Nebo Announcement
We are pleased to announce a major milestone for GMO's portfolio design platform, Nebo, which has surpassed $1 billion in platform assets one year since its September 2022 launch. Nebo (for Needs-Based Optimization) is a continuation of GMO’s history of research and innovation in areas including asset allocation, quality investing, and quantitative strategies. Nebo is not just a portfolio construction engine, it is a paradigm shift in risk assessment, redefining risk as ‘not having what you need, when you need it.' Nebo uses a proprietary multi-period shortfall optimization – built on a decade of deep research and user-led development – to generate personalized client portfolios that seek to minimize shortfall risk and align to each client's financial plan.
Our favorite recent post
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Martin Tarlie
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August 2023
Flirting with Models Podcast: Bridging the Gap Between Financial Planning and Portfolio Management
This episode is all about re-thinking risk in the context of financial planning and portfolio management. How do time and wealth constraints impact portfolio choice? Martin stresses most is that it’s the reformulation of the problem being solved that ultimately leads to a more pragmatic solution for allocators. If a client has no volatility limit and is sufficiently early in their glidepath, Nebo will often recommend a 100% allocation to stocks. But while this makes sense given math, past returns, etc., a little paranoid voice inside my head questions whether it’s prudent to be 100% allocated to a single asset class. What would Ben say to that paranoid voice? Read Ben's Answer by downloading the whitepaper.
Listen to Podcast

Recent Highlights

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Webinar Replay: “Dear Allocator:
Is It OK to Own 100% Stocks?”
Webinar Replay: “Dear Allocator:
Is It OK to Own 100% Stocks?”
Our survey found 81% of advisors distinguish between shorter-term and longer-term capital market assumptions, but only 58% think it is OK to own 100% stocks for a client. Yet, the strong evidence of the mean-reverting nature of stocks and an equity risk premium relative to bonds suggests there are circumstances where it makes sense for a client to own 100% stocks, subject to the client’s time horizon, return requirements, and risk composure.
Watch Replay
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Presented on the mainstage at WealthStack’s Innovation Demos
Presented on the mainstage at WealthStack’s Innovation Demos
It's what return do they need from their assets in order to achieve their goals? (Hollywood, Florida – May 23)
Watch Replay
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Nebo Featured in NAPFA:
Are Financial Planners Stuck in the 1970s?
Nebo Featured in NAPFA:
Are Financial Planners Stuck in the 1970s?
Standard financial industry practice builds retirement portfolios using mean-variance optimization and validates them using Monte Carlo simulations that assume asset returns are a random walk. To put a finer, more brutal point on it, managers construct portfolios using technology from 1952 and then have the temerity to check the results using assumptions from 1970.
Read Article
Sponsored at Pershing INSITE’s® 2023 advisor conference
Sponsored at Pershing INSITE’s® 2023 advisor conference
We keep hearing about the three “…izations:” customization, personalization, institutionalization.
How do I create a scalable service but provide personalized solutions?
Enjoyed this Tweets
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Andrew Miller
Great episode and discussing a problem that as gotten little attention but affects almost everyone.
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Michael H. Baker
The client is the hero.



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