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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...

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Has anyone seen the value premium?

  Academic research shows that, over very long periods, certain types of security tend to deliver higher returns than others. Historically, for example, value stocks have outperformed growth stocks. But there’s been precious little sign of the value premium in recent years, particularly...

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Does active trading of passive funds pose liquidity risks?

  By TIM EDWARDS, Managing Director, index Investment Strategy, S&P Dow Jones Indices   A new paper provides a fresh perspective on the active usage of products linked to S&P DJI indices, and illustrates the network of liquidity that has developed around the S&P...

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Has Warren Buffett lost it?

  By LARRY SWEDROE   If investors were asked who is the greatest investor of all time, the name Warren Buffett would surely be at, or near, the top of almost everyone’s list. However, with his 89th birthday arriving on August 30, 2019,...

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What’s your excuse for not saving more?

  By JONATHAN CLEMENTS   Think of it as the ultimate financial Rorschach inkblot test. When you hear about the pitifully inadequate retirement savings that so many people have, what’s your immediate reaction? Saving more.  a. This is the inevitable result of stagnant wages coupled...

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Investment scams to watch out for

  By LESLEY GREGORY   It can’t be said often enough: if an investment offer sounds too good to be true, it probably is. But even experienced investors can be tempted by sophisticated scams, especially in a low-interest environment when higher yields are...

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The impact of size on large-cap fund performance

  By BERLINDA LIU from S&P Dow Jones Indices   Over the 15-year period ending March 31, 2019, the biggest 25% of active large-cap equity funds managed about 90% of all the assets under management (AUM) held in active large-cap equity funds. This...

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