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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...
Gerard O’Reilly: How investors should view today’s markets (2/2)
There’s been a big response to Part 1 of my interview with Dr Gerard O’Reilly, the new Co-CEO of Dimensional Fund Advisors. In it he explained how everything Dimensional does is underpinned by empirical research, and how tilting towards size, value and profitability...
The Dimensional approach: an interview with Gerard O’Reilly (1/2)
One of the best things about this job is getting to meet some of the smartest people in the world of finance, and they don’t come much smarter than Dr Gerard O’Reilly. After earning a doctorate in Aeronautics and Applied Mathematics from the...
Over to you, Chris Cummings
If you didn’t listen to In Business on BBC Radio 4 last night, you really should catch up with it. The programme’s called The Transparency Detectives, and it’s available for download via the In Business podcast page. Lesley Curwen and her team should be congratulated...
Fee reductions mean nothing when you can index for 1/12th of the cost
A new, long-form interview with Jack Bogle has just gone online, and, like all Bogle interviews, it’s worth reading. The interview was conducted by Lawrence Siegel, who is the Gary P. Brinson director of research at the CFA Institute Research Foundation, a senior...
Revealed at last — the true cost of investing in UK funds
It’s been a long time coming. But, after years of campaigning by my colleagues at the Transparency Task Force, by Gina and Alan Miller’s True and Fair Campaign and, of course, by The Evidence-Based Investor, UK consumers are finally being told the true...
Short-term bias is putting Britons at serious financial risk — report
“Waiting helps you as an investor,” Charlie Munger once said, “and a lot of people just can’t stand to wait. If you didn’t get the deferred-gratification gene, you’ve got to work very hard to overcome that.” Unfortunately, it seems, very few of us...
