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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...
Don’t bank on this report transforming Australia’s financial sector
As anyone who’s read about the recent final report from the Royal Commission on Australian financial services will tell you, bad investment advice is a big problem Down Under. The Commission found that customers were routinely charged for services they never actually...
Our very first event for UK advisers
There’s good news and bad news for evidence-based financial advisers in the UK. The good news is that we’re holding an unmissable event for evidence-based advice firms in Birmingham on Wednesday March 20th. The bad news we only have space for 40...
Still no sign of the customers’ yachts
You might consider the third superhero in our #InvestingSuperheroes video series, Fred Schwed Jr, a strange choice. Schwed had a rather undistinguished career as a stock trader, which came to an abrupt end in October 1929, when he came badly unstuck in...
The biggest risk investors face
Most people are familiar with the recipe for happiness espoused by Mr Micawber in Charles Dickens’ David Copperfield: risk. “Annual income twenty pounds, annual expenditure nineteen [pounds] nineteen [shillings] and six [pence], result happiness. Annual income twenty pounds, annual expenditure twenty pounds...
The real reason active funds attract more media coverage
Is the financial media biased towards actively managed funds? There are certainly far more articles about active than passive, both in the trade press and in mainstream publications. In one sense, that doesn’t seem unreasonable. After all, even in the United States,...
Something we can all do in memory of Jack Bogle
There have been several suggestions made for a fitting tribute to the late Jack Bogle. Of course, Warren Buffett once suggested that “if a statue is ever erected to honuor the person who has done the most for American investors, the hands-down...
