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Home Wealth Management

GMO Launches Portfolio Construction, Management Platform For RIAs

admin by admin
September 8, 2022
in Wealth Management


In development for almost a decade and with three years of early-adopter feedback and input from fiduciary financial advisors, the global investment manager GMO announced today the launch of what it calls Nebo, which is short for Needs-Based Optimization platform.

The open-architecture platform is meant to provide for optimal portfolio construction and minimize shortfall risk. It is built on the idea that the “main investment risk to clients is not short-term market volatility, but rather not having the financial resources you need, when you need them.”

Related: Orion to Pull Back on Acquisitions, Focus on Integration

At the core of Nebo is a proprietary multi-period, shortfall optimizer that constructs portfolios, which minimizes the risk of a shortfall in assets, according to the announcement.

The platform is meant to serve as the system of record for all of an RIA firm’s portfolio construction and management activities.

“Nebo allows advisors to maintain their investment philosophy while adding intellectual rigor to the choices they make for their clients and the testing they can do to be confident that those choices best serve their clients’ needs,” said Martin Tarlie, member of GMO’s Asset Allocation team and Nebo Product Lead, in a statement.

To read an in-depth white paper and for more information, advisors can head over to Nebo-GMO.

Nebo is also a finalist in the “Industry Disruptor” category of the Wealth Management Industry Awards, the winners of which will be announced tonight night (For those unable to attend, you can register to watch the livestream or follow along on Twitter at #wealthies).





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