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A robo-advisor uses a goals-based investing framework for retirement planning. The primary distinction of goals-based investing from mean-variance optimization is:
Goals-based investing seeks higher returns than mean-variance optimization by concentrating in high-conviction ideas
Goals-based investing organizes portfolios around specific client goals rather than a single optimal risk/return portfolio
Goals-based investing eliminates all systematic risk by diversifying across non-correlated goals
Goals-based investing is identical to mean-variance optimization but uses different terminology
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