We propagate the use of goal based investing – or private ALM, as we prefer to call it – to tailor a dynamic investment strategy to the needs of individual clients. We argue that this approach is superior to the ‘one-size-fits-all’, target date oriented static allocation path used in most current life cycle funds.

We present the two pillars of our approach: the methodology for obtaining financial and economic scenarios; and the methodology of the goal oriented dynamic allocation strategy. This approach reduces the risks and improves the feasibility of the clients’ goals.

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