Goals Optimization Engine (GOE®)
GOE bridges the gap between the theory and practice of goals-based wealth management.
Traditional portfolio management sees risk as volatility within a portfolio. For investors, risk is more about the outcome. They wonder “what happens if I don’t achieve my goal?”
The Goals Optimization Engine creates a portfolio for each goal an investor has. GOE then actively adjusts the asset mix over time, seeking to maximize the probability of successfully reaching each goal.
Each portfolio is probability-driven, personalized, and responsive to changes in the market or to any changes the investor might make to the goal.
GOE is available in select DC managed accounts, on our AdvisorEngine® platform for RIAs, as well as embedded within our Tango robo solution. We can also deploy custom implementations of GOE according to the specific needs of a firm.
Published in the Journal of Investment Management, Among Others
Backed by 2018 Harry Markowitz Award-Winning Research
Patented Process
Winner of the MMI/Barron’s Industry Award for Disruption
Additional Resources
A one-page introduction to the Goals Optimization Engine
Thought leadership showing how GOE makes goals-based investing possible and practical in the real world of investing
Important Information
All investments involve risks, including possible loss of principal.
Your clients should carefully consider a fund's investment goals, risks, charges and expenses before investing. Download a prospectus, which contains this and other information. Your clients should read the prospectus carefully before they invest or send money.
Past performance does not guarantee future results.