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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...
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,...
A glimmer of hope for active management?
There’s nothing intrinsically wrong with active fund management. Larry. There, I said it. I’m actually quoting the investment author Larry Swedroe on the latest Intelligent Adviser podcast, but I happen to agree with him. Before you start thinking that Larry and I...
Christmas is costly enough without abandoning stocks
So much for the Santa Claus rally predicted in several financial publications lately. There’s been precious little festive cheer on the trading floor just lately. For many investors, especially those who are close to retirement, the overriding emotion this Christmas will be...
How a Toronto fund manager became an indexing advocate
It’s always struck me that some of the most articulate proponents of evidence-based investing have worked, often for many years, at the sharp end of active fund management. Stephanie Griffiths is no exception. Like me, Stephanie was a journalist, but she moved...
