Goal-Based Investing

SVLTI Meetup on Goal-Based Investing with Mental Accounts

On February 1, SVLTI (Silicon valley long term investors) conducted a meetup on the topic of goal-based investing with mental accounts. We invited professor Sanjiv Das from Santa Clara University's Leavey School of Business to speak about this very important topic. Professor Das's seminal research with Markowitz and Statman on the topic of portfolio optimization with mental accounts has had great impact on the subject of goal based wealth management.