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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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Back to Basics (1/5): Starting with evidence

    This week on TEBI is Back to Basics Week. Why? Because getting back to the basics is precisely what most investors need to do. There is never any shortage of people who are only too happy to give you an opinion...

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Does factor-based investing work in China?

  By LIU ZENG from S&P Dow Jones Indices   Factor-based investing has gained popularity in the global investment community. While the long-term risk premiums of factors have been evidenced in developed equity markets, some believe the inefficiencies in emerging markets could create...

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Jonathan Clements: What I learned from five crashes

  By JONATHAN CLEMENTS   We get more pain from losses than pleasure from gains — which might explain why I often think back on the five major market crashes that have occurred during my investing lifetime. There’s something about the massive haemorrhaging...

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Should sustainable investors own or avoid “irresponsible” stocks?

  A hugely important issue for sustainable investors is this. Should you own a stock you disapprove of — an oil company or cigarette manufacturer, for example — or should you divest? As yet, there is no clear consensus. Some academics — Elroy Dimson from...

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Questions for Larry Swedroe, please

  For football fans — sorry, US readers, I mean soccer fans — the summer can drag. It’s that time of year when we feel obliged to rediscover our interest in cricket and, for two weeks only during Wimbledon, tennis. But there is...

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Don’t forget to lick your plate

  One of the many hilarious definitions in Jason Zweig’s The Devil’s Financial Dictionary is his explanation of the term plate-lickers. Yes, you read that correctly — plate-lickers. It is, Jason explains, “the financial industry’s contemptuous term for retirees who attend brokers’ educational’ seminars...

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