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Nebo, which stands for wants based mostly optimization, was born after practically a decade of GMO analysis targeted on fixing for optimum portfolio building that seeks to reduce shortfall danger. Nebo has already handed $1 billion in platform belongings, after launching in 2022, and the good 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 might be customized to every consumer, 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 danger evaluation, redefining danger as ‘not having what you want, once you want it.’

Shannon and Martin focus on:

• Why advisors are missing confidence that their shoppers are in the suitable portfolios
• How Nebo has alleviated issues that include the portfolio optimization course of
• The following frontier in custom-made 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 workforce 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 workforce from 2007 to 2014. Previous to that he labored at Breakwater Buying and selling and at Marlin Capital Corp as a basic 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.