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ASSET MANAGERS Goals-based Investing Platforms
NEBO BY GMO
Nebo Pro
Goals-based solutions require hyper-customized portfolios. Until Nebo, this capability did not exist within the industry. Why? There is a gap between financial planning and asset management. Nebo Pro is a custom goals-based investing platform that helps RIAs meaningfully improve client portfolios. By redefining risk as ‘not having what you need, when you need it’, you can efficiently align each client’s portfolio with their unique finan- cial plan – a missing ingredient at the heart of the tech stack. Nebo Pro is a culmination
of a big slow trend in the industry: a shift from advisors using model portfolios to giving each client increasingly complicat- ed personalized ones, using increasingly sophisticated methodologies. In the future, we think all advisors will be deliv- ering individually-customized portfolios mapped to client goals.
Nebo by GMO can be thought of “as a startup within a mature asset management firm.” For more than 40 years, GMO has partnered with an impressive roster of sophisticated clients worldwide, delivering innovative investment solutions and tailored client service. A key pillar of GMO client partnerships is sharing our academically rigorous market insights and advice. We are known for our willingness to challenge the status quo and our creative approach to addressing investment problems. We candidly share our market views and take bold, differentiated portfolio positions when conditions warrant them. GMO’s culture, instilled by co-founder Jeremy Grantham, is one of sticking with investment conviction even when it’s uncomfortable, and of always doing right by the client.
www.nebo-gmo.com
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*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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