Snapshots of Addressing Investors’ Needs through a Global Goal-Based Investment Approach

Quickly apply original, key PMR-published papers with Snapshots—a short article companion that distills PMR research into compressed, digestible takeaways, so you can put the paper’s core ideas to work in your investment process—fast. This Snapshot article is based on research arguing that Global Goal-Based Investment (GGBI) extends goal-based investing by explicitly balancing loss avoidance and upside potential, potentially making wealth management more client-centric, broadening suitable investments, improving ongoing interactions, and supporting scalability across client segments.