Press Release: GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch (September 2023)
Press Release: GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch (September 2023)
Press Release: GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch (September 2023)
Press Release: GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch (September 2023)
Nebo (for Needs-Based Optimization) is a new, award-winning asset allocation and portfolio management platform for Registered Investment Advisors (RIAs) that streamlines and automates the process of building institutional quality, dynamic, real-time model portfolios personalized to each client, all designed to minimize the risk the client doesn’t have 'what they need, when they need it.'
Home Hero
Nebo’s multiperiod shortfall optimization explicitly accounts for horizon, allowing you to personalize portfolios – including custom glide paths – at scale.
Martin Tarlie, Nebo Product Lead
Martin Tarlie, Nebo Product Lead
Nebo is the Goals-Based portfolio construction engine that sits at the heart of the advisor’s workflow.
Martin Tarlie, Nebo Product Lead
Balance long-term wealth accumulation with short-term loss aversion using robust platform tools, such as custom glide paths, multi-period shortfall optimization, and cash flow analysis.
x - Age
y - Percentage
Ben Inker, Co-Head of GMO Asset Allocation
-min.png)
Brandon Kremer
Portfolio Manager, Heximer Investment Management
Christopher Meyer
Principal, Meritor Capital
Doug Tengdin
Managing Director, World Market Advisors
Rich Toscano
Investment Manager, Pacific Capital