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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...
Three questions to ask if you’re worried about the stock market
The world is gripped by fear about COVID-19. We shouldn’t be surprised. Human beings are finely attuned to what we see as immediate threats. It’s how we evolved. But it isn’t always helpful. What about the potential impact on your investment portfolio?...
Why you shouldn’t join the endowment club
By PRESTON McSWAIN A message like the following is being delivered over and over to individual investors and trustees: To be a good fiduciary of wealth, you need to “join the [endowment] club” and “place 40% or more” of your assets...
Is market-cap indexing a form of momentum investing?
By BEN JOHNSON If I had a nickel for every time I’ve heard someone say that market-cap weighting is a momentum strategy because investors in cap-weighted index funds “buy more of the biggest stocks as their price goes up,” I’d be...
A tool to get you to your financial destination
LOOK AT IT THIS WAY Do you remember what life was like before the global positioning system? This satellite-based radio navigation system, originally developed by the US Department of Defence in the 1970s, underpins a myriad of consumer applications today. Driving...
Robin’s Reads, Week 08, 2020
By ROBIN POWELL TEBI’s mission Before I launch into my latest selection of suggested reads, I’d like to say a few words about the work of The Evidence-Based Investor. The good news is that financial journalism is generally better — and crucially,...
Terry Smith is wrong — fund managers and sports stars are no comparison
By ROBIN POWELL We often see fund managers compared in the media to sports stars like Lionel Messi or Usain Bolt, but the analogy is totally misleading. In my latest article for The Financial Suitability Forum, I explain why. There’s plenty...
