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Nebo, which stands for wants based mostly optimization, was born after almost a decade of GMO analysis centered on fixing for optimum portfolio building that seeks to attenuate shortfall threat. Nebo has already handed $1 billion in platform belongings, after launching in 2022, and the sensible minds on the agency are on a mission to bridge the hole between asset administration and monetary planning. Spoiler alert: Advisors are utilizing Nebo to assemble institutional high quality, dynamic, real-time mannequin portfolios which can be personalised to every shopper, in a fraction of the time beforehand required.
On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with Martin Tarlie, Nebo’s product lead, about how Nebo isn’t just a portfolio building engine, it’s a paradigm shift in threat evaluation, redefining threat as ‘not having what you want, once you want it.’
Shannon and Martin talk about:
- Why advisors are missing confidence that their purchasers are in the suitable portfolios
- How Nebo has alleviated problems that include the portfolio optimization course of
- The subsequent frontier in personalized portfolio building
- How advisors are utilizing Nebo
Join with Shannon Rosic:
Join with Alan Gurung:
About Our Visitor:
Dr. Tarlie is a member of GMO’s Asset Allocation crew and serves because the Nebo product lead. Previous to re-joining GMO in 2018, he was a managing director at QMA. He beforehand labored on GMO’s World Fairness crew from 2007 to 2014. Previous to that he labored at Breakwater Buying and selling and at Marlin Capital Corp as a elementary fairness analyst and the director of analysis. Dr. Tarlie earned his bachelor’s diploma in physics from the College of Michigan, his PhD in theoretical condensed matter physics from the College of Illinois at Urbana-Champaign, and his MBA from the College of Chicago. He was additionally a postdoctoral analysis fellow on the James Franck Institute on the College of Chicago and is a CFA charterholder.
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