Episode 31: Goals-based Investing and the Implications for Portfolio Construction

IMAP Podcast Series - Independent Thought

Chapters
0:00
Introduction by Emily Barlow - Perpetual Private
1:19
What is goals-based investing & how does it differ from more traditional methods
2:25
Using a "goals based investing" approach within a master trust
3:13
How goals based investing translates into investments and portfolio construction
6:56
How are your portfolios positioned at the moment given the current environment?
8:13
Private credit is currently a hot topic. Is that asset class appropriate to your goals based portfolios?
10:54
Should we focus on risk tolerance or investment outcomes?
11:59
How big are the positions you hold? How often and big are you chanign the allocations?
14:10
Lets look at what alterative asset types fit in a goals based portfolio
16:37
In or out? the "Magnificent Seven" and very large US stocks
20:00
How do you track benchmarks for goals based portfolios?
IMAP Podcast Series - Independent Thought
Episode 31: Goals-based Investing and the Implications for Portfolio Construction
May 17, 2024 Episode 31
IMAP

Join Emily Barlow (Perpetual Private) accompanied by Matt Walker (Dynamic Asset) and Alex Cousley (Russell Investments) for an interesting conversation on goals based investing. 

Key points covered are:

  •  A personalised approach to managing wealth
  • Implications on portfolio construction
  • The market outlook and more....