The Evidence-Based Investor

Help for institutional investors

All investors want peace of mind and the reassurance that they’re doing the right thing. But that’s especially true for institutional investors.

Perhaps you’re the director of a charity or foundation, whose future depends on prudent investment. Or maybe you’re the trustee of a public or company pension plan, and your decisions directly impact on the lives of many thousands of people.

Whatever your role in the institutional investment management space may be, you’ll find plenty of information to help you on the TEBI website.

Sadly, as a 2017 report by the Financial Conduct Authority (UK regulator) showed, the institutional asset management sector is riddled with conflicts of interest. Investment consultancy is dominated by a small number of very large firms, and there is often a danger that the advice given better serves the interests of the consultants than those of their clients.

Nor is it just in the UK that institutional investors are being poorly advised. Warren Buffett, for example, has said several times how US endowment funds and public pension funds are persuaded by consultants again and again to pursue expensive and often complex strategies that almost invariably fail to deliver the outperformance they had hoped for.

Please note, we aren’t financial advisers or investment consultants. The purpose of our content is informational and educational, and it should not be seen as formal advice.

However, we do work a small number of firms around the world that share our evidence-based investment philosophy and that work with institutional investors. If you would like us to put you in touch with one of them in your area, email us with the details and we will try to help you.