Needs-Based Allocation

Needs-Based Allocation ('Nebo') is an asset management platform that melds financial planning and asset management in a way that better aligns a client portfolio with their needs and circumstances.

We view Nebo as a uniquely custom CIO dashboard and an investment policy statement enhancer. The platform embeds GMO asset allocation insights and expertise and is built on almost a decade of deep research to solve the problem of portfolio construction for individuals.

One of Nebo's most important insights is that the primary risk an investor faces is not volatility. Rather, it is that they don’t have the resources they need when they need them. Instead of orienting portfolios around traditional concepts of risk aversion and volatility, we orient portfolios around the needs and circumstances of each investor.

Our vision is to help people achieve financial well-being and to help financial advisors build better portfolios for all their clients.

Read More GMO Research

Needs-based allocation melds financial planning and asset management

 

Nebo Management

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Martin Tarlie

Dr. Tarlie is a member of GMO’s Asset Allocation team and the Nebo product lead. Prior to re-joining GMO in 2018,he was a managing director at QMA. He previously worked on GMO’s Global Equity team from 2007 to2014. Prior to that he worked at Breakwater Trading and at Marlin Capital Corp as a fundamental equity analyst and the director of research. Dr. Tarlie earned his B.S. in Physics from the University of Michigan, his Ph.D. in Theoretical Condensed Matter Physics from the University of Illinois at Urbana-Champaign, and his MBA from the University of Chicago. He was also a Postdoctoral Research Fellow at the James Franck Institute at the University of Chicago and is a CFA charterholder.

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Ben Inker

Co-Head of Asset Allocation

Mr. Inker is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. He joined GMO in 1992 following the completion of his B.A. in Economics from Yale University. In his years at GMO, Mr. Inker has served as an analyst for the Quantitative Equity and Asset Allocation teams, as a portfolio manager of several equity and asset allocation portfolios, as co-head of International Quantitative Equities, and as CIO of Quantitative Developed Equities. He is a CFA charterholder.