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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...
92% of Canadian funds underperformed the index in 2019
The Canadian investing industry is dominated by big banks and active fund managers. But how have Canadian-domiciled active funds performed? BERLINDA LIU from S&P Dow Jones Indices, has been analysing the latest data. The SPIVA® Canada Year-End 2019 Scorecard was released recently. Despite...
Are tactical ETFs worth using?
By NICOLAS RABENER “Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” – Sun Tzu Summary Tactical investing aims to deliver better risk-adjusted returns and/or reduced drawdowns Tactical ETFs have not achieved...
Ken French: Why I use a financial adviser
You would think that a distinguished finance professor who hangs around with Nobel laureates wouldn’t need to use a financial adviser. And no doubt Ken French could manage without one if he wanted to. But, he says, it’s the most important cheque...
How to stop money spoiling your relationship
By JASON BUTLER Before the pandemic I spent a fair amount of my time giving financial wellbeing talks to groups of employees, senior managers and business leaders. Usually after my talk some people come up to me with a money related...
Charley Ellis: Why active investors continue to lose
Few people have had more impact on the asset management industry over the last 50 years than Charley Ellis. His seminal book about the benefits of passive investing, Winning the Loser’s Game, is in its seventh edition. Ellis has also authored or co-authored...
How to become a millionaire, Part 5
By ANDREW HALLAM Welcome to the fifth video in this series for new investors. So far we’ve looked at some fundamental principles of successful investing, and at the difference between actively managed funds and passively managed index funds. As I explained...
