塑造个性化投资组合的未来

3.0 2025-05-10 85 0 6886 KB 34 页 PDF
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塑造个性化投资组合的未来
塑造个性化投资组合的未来
塑造个性化投资组合的未来
塑造个性化投资组合的未来
塑造个性化投资组合的未来
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Copyright © 2024 by Nebo Wealth, a GMO LLC Company. All rights reserved. For Institutional Use Only.Totally personalized portfolios. Totally scalable. Shaping The Future of Personalized PortfoliosNebo Wealth, a division of Grantham, Mayo, Van Otterloo & Co, LLC. Copyright © 2024 by GMO LLC. All rights reserved. For Institutional Use Only.Who is Nebo Wealth? 1Nebo Wealth is an award-winning, open architecture asset management platform that represents a leap forward in goals-based wealth management. Our pioneering approach to asset allocation and portfolio design delivers the personalization that clients expect, with the scale and efficiency that advisors demand.GMO Launches Nebo, an Innovative Asset Management Platform for RIAs1“Industry Disruptor” Award in 20221Best “Goals-Based Investment Platform” in 20231Finalist for "U.S. WealthTech of the Year" in 20232“… biggest splash at the [2023 T3] conference, was something called Nebo” 3 Nebo Launches “Nebo Wealth” – A Turnkey Asset Allocat

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塑造个性化投资组合的未来

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