GOALS BASED INVESTING News & Analysis

New research from our Behavioural Insights team suggests that many investors should clarify what drives their investment decisions.

Turns out that we all want very similar things from life. We look at the salary needed to achieve the most common financial goals.

I walk a potential watchlist candidate through some of my investing criteria.

Lessons learned from life and not an investing textbook. 

Yes - and it's crucial to properly defining your goals.

The ambiguous and wide ranging definitions of what it is to be rich shows the importance of setting goals.

Investing is a means to an end and it takes experience and introspection to develop a financial philosophy that matches the life you want—this...

A process to help you identify what really drives you.

What sort of investor are you: the Master Chef or the Queen of Takeout? Morningstar’s former Director of Manager Research Ratings shares...

Conventional wisdom dictates that risk is synonymous with volatility. Is this something most investors should worry about and is there a better way...