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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...
SPIVA at 15: What have we learned?
SPIVA, the S&P Index Versus Active scorecard, is 15 years old and, to mark the occasion, I was invited by S&P Dow Jones to discuss the lessons we’ve learned in that time with Craig Lazzara, S&P’s Global Head of Index Investment Strategy....
Josh Brown talks evidence-based investing
The Evidence-Based Investing Conference in California is less than four weeks away and, to whet your appetite, I can recommend this interview with Josh Brown. To most TEBI readers, Josh will need little introduction. An adviser at NYC-based Ritholtz Wealth Management, he’s...
#SFTW Bogle’s 7-step plan for every investor
SOMETHING FOR THE WEEKEND Jack Bogle has just written an essay in the Financial Analysts’ Journal in which he effectively condenses what he’s learned from 65 years in the investing industry. It’s mainly aimed at financial professionals, but it also includes a...
Bogle: Seven tips for every investor
Jack Bogle has just written an essay in the Financial Analysts Journal in which he effectively condenses what he’s learned from 65 years in the investing industry. It’s mainly aimed at financial professionals, but it also includes a seven-point plan for investors....
Manchester: United we stand
It’s hard to think of anything to say that hasn’t been said already about the horrific events in Manchester on Monday night. The deliberate targeting of innocent children enjoying the night of their lives is unspeakably evil. Terrorists want us to live...
David Booth: Following the evidence is not enough
I’ve twice had the pleasure of interviewing David Booth, the Chicago Business School benefactor and co-founder of Dimensional Fund Advisors. You might think he’d be most keen to talk about the Efficient Market Hypothesis, the small-cap premium or, perhaps, the extraordinary progress...
