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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...
Robert Merton: Technology and trust should go hand in hand
The Nobel laureate shares his perspective on goals-based investing, building trust, and the future of technology and finance This article was originally published on Dimensional Fund Advisors’ Dimensional Perspectives blog. As Dimensional’s Resident Scientist, Robert Merton is passionate about pursuing real-world...
Active managers no better at managing risks than passive indices
By LARRY SWEDROE Since 2002, S&P Dow Jones Indices has published its S&P Indices Versus Active (SPIVA) Scorecard, which compares the performance of actively managed equity mutual funds to their appropriate index benchmarks. The scorecard has persistently shown that a vast...
Ask the audience: Wisdom of the crowds
Communicating difficult financial concepts is rarely easy, and it often works better if you drop the obscure jargon completely and tell the story using an analogy or metaphor. With that in mind, TEBI is pleased to present a new regular feature called...
The curse of conventional failure
Whatever your views on the merits of the UK leaving the EU, there’s one thing no one can take away from the Leave campaign: its victory in the 2016 referendum was one of the most remarkable achievements in modern political history. The...
How much risk should you take?
Welcome to the first in a new series of articles in which we are going to be looking at the fundamentals of investing. We’re starting with one of the most important, and also the most difficult, questions of all: How much risk...
Irish regulator gets tough with closet index funds
Closet index tracking is the dishonest, and sadly widespread, practice of fund managers charging for active management while simply hugging the benchmark. It’s the fund industry’s dirty little secret and it has been a systemic problem for years. Morningstar has found that...
