Portfolio
For investors who wish to engage in impact investing and who have specific goals to achieve, there exists the potential for a trade-off. When impact investments yield lower returns than nonimpact p...
https://blogs.cfainstitute.org/investor/2021/02/17/bernoullis-prisoners-dilemma-a-goals-based-perspective/
Although the goals-based investment literature has grown, there remain two unsolved problems. First, there is no cohesive theory for the allocation of wealth across goals. If, for example, a client...
Theoretical frameworks to date have prescribed how an investor should allocate wealth within mental accounts. However, there is no fully cohesive solution to prescribe how an investor should ration...
I left a job I enjoyed, working with people I loved, because I clearly see what this business is supposed to look like in the next 20 years. I founded Directional Advisors to help build that future...
Franklin Parker wins 2017 NAAIM Founder's Award for Investment Research for work merging goals-based investing and business cycle analysis. https://www.naaim.org/franklin-parker-wins-2017-naaim-fou...