Nebo Wealth Launches Wealth Benchmark™, Powering a New Standard in Goals-Based Advice

Personalized Benchmark Shifts Focus from Beating Markets to Achieving Client Goals

BOSTON, Aug. 19, 2025 /PRNewswire/ -- Nebo Wealth, the award-winning asset allocation and portfolio design platform from the global asset manager Grantham, Mayo, Van Otterloo & Co, LLC (GMO), today announced the launch of Wealth Benchmark^™, a powerful new platform enhancement that enables financial advisors to build, manage, and communicate portfolios around the one question clients care most about: "Am I going to be okay?"

"For years, portfolio success for clients was defined by outperforming the S&P 500 or another index, given a certain risk tolerance," said Martin Tarlie, Nebo Product Lead. "Incorporating a Wealth Benchmark changes that conversation. Instead of asking, 'Did we beat the market?,' advisors and clients can now ask 'Are we on track to meet your goals?' It reframes success as having wealth stay above a personalized target, arguably a more meaningful standard for real-life outcomes."

Nebo Wealth is well-positioned to lead this shift. The platform was incubated over the past decade within GMO, a global investment firm known for its institutional research and rigor. Since launching in 2022, Nebo has been adopted by leading advisory firms, earned multiple industry awards for innovation, and helped define the next frontier of goals-based investing. This foundation of research and real-world application gives Nebo a head start in addressing one of the industry's toughest problems: delivering consistent, personalized, and differentiated investment advice that scales across an advisory team. As more firms seek to align portfolios with clients' real-life plans, Nebo's Wealth Benchmark provides a concrete solution that is available right now.

What the Wealth Benchmark Is: At its core, the Wealth Benchmark is a personalized, forward-looking target that aims to predict how much wealth a client needs at each stage of life to fund their specific goals, from retirement income to a child's education to leaving a legacy. Unlike traditional one-size-fits-all benchmarks, it's tied to each client's financial plan and adapts as their life circumstances evolve. Success is defined simply: having a client's wealth stay above their personal benchmark in order to achieve their goals. That benchmark then becomes the foundation for portfolio design, ongoing monitoring, and client conversations. Advisors using Nebo can now anchor reviews around a more meaningful question: "Are we above your required wealth target and on track?" – shifting the conversation from market movements to real-life progress.

Unlocking True Goals-Based Advice: Nebo builds each portfolio with a clear goal: help clients stay above their Wealth Benchmark. That means designing investments based on what each client actually needs to achieve, not on a generic risk score. "Using the Wealth Benchmark as our guide, we help ensure clients have the financial resources to achieve what matters to them, even during challenging markets," said Tarlie.

The Wealth Benchmark sits at the foundation of the Nebo Wealth platform. It drives a smarter Model Selector engine that helps firms consistently match clients to the optimal investment model based on their plan. It also unlocks personalized target portfolio allocations that can power a Unified Managed Account program. And it brings goals-based performance reporting to life, translating complex plan and portfolio data into clear, intuitive visuals that help answer a central question: Are we on track?

Early industry feedback underscores the significance of Nebo's new benchmark. "Nebo's approach to portfolio optimization is the most sophisticated of all the goals-based investing applications in the market today," said Bill Whitt, senior consultant, and author of The Future of Goals-Based Investing.

"With the Wealth Benchmark, we're delivering a missing piece that advisors have long needed," added Tarlie. "It's a clear, intuitive standard of success: are you on track for your goals? It reorients the entire portfolio process around that question, marking a fundamental leap in how advisors deliver advice."

Nebo's Wealth Benchmark is live and available to all advisors using the platform. For enterprise firms, the core functionality is also available via API, enabling deep integration across planning, portfolio construction, and performance reporting. To see how it powers personalized, goals-based portfolio construction at scale, visit www.nebowealth.com or request a platform demo.

About Nebo Wealth

Nebo Wealth is an award-winning, goals-based investing platform that empowers financial advisors to deliver personalized investment advice at scale. Built with institutional-grade research and rigor, Nebo helps firms strengthen their advice, align investments with client goals, and advance client outcomes. Adopted by leading advisory firms, Nebo is redefining how the industry approaches portfolio design, model selection, and goals-based performance reporting. Nebo Wealth is a division of Grantham, Mayo, Van Otterloo & Co. LLC (GMO).

About GMO

GMO is a global investment manager that brings together focused expertise within its investment teams, industry-leading research, and client solutions and service to advance clients' goals. Privately owned and renowned for its conviction in a valuation-based, long-term investment philosophy, GMO has been a partner to institutions, family offices, wealth managers, and consultants for over 40 years.

SOURCE Nebo Wealth