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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 did Australian active managers handle Q1 volatility?
On Tuesday we showed how European fund managers underperformed the index the first three months of 2020. Your chances of identifying, in advance, one of the funds that did outperform were worse than a coin flip. Active managers in some countries fared...
Why failed predictions are soon forgotten
People are making predictions all the time about the economy and the financial markets. But the forecasting track record of even the “experts” is pretty woeful. So, why are we so tolerant of failed predictions? And why do we still our faith...
Nicola Horlick: Active management is dead and buried
By ROBIN POWELL I’ve never been Nicola Horlick’s biggest fan. Horlick, you may recall, was hailed as a “City superwoman” in the 1990s for her ability to balance a large family with a successful career in the male- dominated fund management...
The emotional benefits of having a financial planner
In this series we’ve been looking at the rationale for using a financial planner. This time we look at the emotional benefits — the value of having someone to “hold your hand” on your financial journey, and the security and peace of mind...
European active funds lagging the index in the crisis
As we’ve been reporting here on TEBI, active fund managers haven’t had a good crisis. For example, UK-domiciled funds fell, on average, 2.1% further than the relevant market index in the first quarter of 2020. So how did European active funds fare...
How to protect your consumer rights in the COVID crisis
By LESLEY GREGORY A task force looking out for poor behaviour by businesses says a few bad apples are using the COVID-19 crisis to take advantage of consumers, mostly through price gouging and by refusing refunds. So how can you protect...
