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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...
Eggs, baskets and the wisdom of Solomon
Harry Markowitz is one of the most intelligent people — if not the most intelligent person — I’ve had the pleasure to meet. But it’s always struck me that the insight for which he was awarded the Nobel Prize was, well, not exactly...
Putting an actual value on advice is impossible
These days we’re obsessed by value — not just businesses, but individuals too. We all want to make the most of the limited financial resources at our disposal, and quite right too. There is, however, a danger in constantly looking at value in purely...
Is factor investing worth it?
Broadly speaking, evidence-based investors fall into three categories when it comes to the type of funds they prefer to use. First there are traditional indexers — the Bogleheads, if you like — who love the simplicity of market-cap weighting. Second, there are those who prefer...
Metis Ireland: No blarney, just the evidence
Evidence-based investing truly is growing around the world. Take my own company, which began producing content for a solitary financial advice firm in Birmingham, England, five years ago. Today we have clients in ten different countries. In fact, make that eleven, because we’re...
Passive investing? Smart investing is a better description
I’ve never liked the term passive investing. For a start, there’s no such thing; all investing involves making active decisions to some extent. Nor is it always a helpful distinction. Take Dimensional Fund Advisors, for example, whose funds actively seek exposure to specific...
Share this film and help change investing for good
“First they ignore you, then they laugh at you, then they fight you, then you win.” I remember someone tweeting me that quote (often credited, rightly or wrongly, to Mahatma Gandhi) when I released my first documentary about evidence-based investing five years...
