Research
Wealth Management Outcomes publishes independent research and analytical frameworks at the intersection of baseline assets and the alternative assets held in pursuit of alpha. Our founding publication analyzes the first of those baseline assets — insurance products — and establishes the classification system on which all WMO research is built.
The Founding Publication
The WMO Taxonomy Paper is the first independent classification system for alternative assets and insurance products as portfolio instruments — analyzed together, under a single analytical standard, for the first time.
It establishes the Kedrin™ Framework — WMO's analytical standard for how a portfolio's floor is built and what it enables above it — the reference point for every publication that follows. Where existing research treats these two instrument classes in separate ecosystems, the Taxonomy establishes the common language required to analyze them as one portfolio problem.
The Research Series Ahead
The Taxonomy is the first publication in WMO's research series. Subsequent research will address specific product categories and integrated portfolio construction across client profiles — each built on the analytical standard the Taxonomy establishes.
All research is independent. No asset manager or carrier affiliation. No product distribution.
Download the Taxonomy Paper
The Taxonomy Paper is available as a free download. Enter your email to receive the paper and future WMO research as it publishes.
WMO publishes research, not sales follow-ups. No asset manager or carrier affiliation. No product distribution. You can unsubscribe at any time.
What the Paper Establishes
A Multi-Asset Standard
A classification system for alternative assets in integrated portfolios.
A Parallel Classification
A parallel classification for insurance products as portfolio instruments — structured for analysis, not distribution.
One Analytical Language
The shared analytical language that lets both instrument classes be measured against a common standard.
The Research Foundation
The foundation of WMO's analytical framework, on which the full research series is built.