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Introducing our new portfolio review service for professionals
The vast majority of pensions funds, charities, endowments and other institutional portfolios have underperformed the market for decades. The way to stop the rot is to have an independent portfolio review, reduce fees and complexity, and increase diversification. From today, that’s precisely what TEBI is offering. As anyone who’s read The...
How to manage your cashflow properly
Every business owner knows about the importance of managing their cashflow. Get it wrong, and even the most promising business can suddenly go to the wall. But proper cashflow management is something that all of us, not just businesspeople, need to learn....
Why financial wellbeing matters
By ROBIN POWELL The concept of financial wellbeing is suddenly receiving plenty of attention. What is it? Why is it important? And most importantly, what can we do about it? The global pandemic has brought into sharper focus the concept...
Are we in a bubble?
We’re only just starting to recover from the effects of a pandemic that closed much of the global economy. Huge job loses are predicted all around the world. And yet, global equity markets have climbed more than 80% since the crash of ...
How useful are risk tolerance questionnaires?
By LARRY SWEDROE From an investment standpoint, the role of an adviser is to construct a variety of portfolios with differing risk and return trade-offs, obtain an understanding of the investor’s preferences — including their attitudes toward risk and marginal...
The case for looking beyond the S&P 500
Many investors confine their US exposure to the S&P 500. In doing so, they may be missing out on the long-term outperformance of smaller companies, as Dr TIM EDWARDS from S&P Dow Jones Indices explains. International equity investors have long participated...
Is ESG a factor like size or value?
Most TEBI readers will be familiar with the concept of investment risk factors — i.e. characteristics of a stock or bond that make that security more likely to outperform the broader market over the very long term. The most common ones are...
