Research and Insights
Articles by Dan Schneider
Research Insight - Goal-Based Asset Allocation in WealthBench - January 2014Research Report | Jan 29, 2014 |
The recent peak of interest around goal-based allocation as a useful and practical framework to assist with complex asset allocation problems within the wealth management community, has led to MSCI implementing a goal-based asset allocation application which sits within WealthBench. This paper illustrates the benefits that the new Goal Metrics application will bring to financial advisors and their clients. The intuitive nature of our asset-liability methodology, allows financial advisors to...