Featured post
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...
Passive funds consistently outperform active net of costs — ESMA
Investment costs costs represent “a significant drain on fund performance”, which impacts retail investors “to a much higher extent” than their institutional counterparts. That’s one of the key findings of a new report from ESMA, the European Securities and Markets Authority. In...
Do fund lists help investors?
Feedback from TEBI readers is telling us that you want to see more video content, and your wish is our command. We’ve had an excellent response to our new video series #InvestingSuperheroes, and here’s another new series to get your teeth into....
Don’t allow volatility to affect your focus
As much as I try to encourage investors not to be unnerved by it, I realise that stock market volatility can be very hard to ignore. Global markets have been on a rollercoaster ride for the last few weeks, and it’s only...
Study highlights need for better investment education for advisers
Why, when the evidence overwhelmingly shows most investors are better off using low-cost index funds, do most financial advisers around the world continue to recommend more expensive active funds? The question is addressed in a paper by Juhani Linnainmaa, Brian Melzer and Alessandro...
Canada — land of maple leaves, Mounties and massive fund fees
I can’t think of a country that’s crying out for evidence-based investing more than Canada. Canadians love their banks, and yet, as most TEBI readers know, banks are about the last place you should go for impartial investment advice. Consequently, Canadian investors are...
Season’s greetings to TEBI readers everywhere!
Season’s greetings! That’s your lot from The Evidence-Based Investor for 2018. The rest of the team and I are taking a much-needed breather until the New Year. Thank you to everyone who has supported us over the last 12 months. Every like,...
