Goal-Based Asset Allocation

Contributed by the Calgary CFA Society

Jean L.P. Brunel, CFA, explains goal-based allocation in addition to exploring a sequential approach to setting goals, the skills necessary to identify and quantify assets in each sub-portfolio, and ways to implement goal-based allocation in your practice.


Photo of Jean L.P. Brunel, CFA

Jean L.P. Brunel, CFA, is chief investment officer at GenSpring Family Offices. Previously, he was the managing principal of Brunel Associates, a firm offering wealth management consulting services to ultra-affluent individuals. Prior to the formation of the firm, he held several positions at JPMorgan, including in various investment and managerial capacities in New York, Tokyo, Hong Kong, Singapore and Melbourne, and then as chief investment officer of JPMorgan’s global private bank. Mr. Brunel is the editor of the Journal of Wealth Management and was a trustee of the Research Foundation of CFA Institute from 2004 to 2009. He is the author of Integrated Wealth Management: The New Direction for Portfolio Managers as well as a number of peer-reviewed articles. He is the 2011 recipient of the C. Stewart Sheppard Award presented by CFA Institute in recognition of outstanding contribution to continuing education. Mr. Brunel is a graduate of École des Hautes Études Commerciales, and he holds an MBA from the Kellogg Graduate School of Management at Northwestern University.

This information is accurate as of the date of recording.



  • Portfolio Management
  • Private Wealth Management

Price (USD)

Members: FREE
CFA Program Candidates: FREE
Standard Rate: FREE
University: FREE


Length: 42min
Posted: 11/16/2011
Recorded On: 9/20/2011
CE Credits: .5 CE
  • Video Webcast