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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...
The Investment Association — one year forward, ten years back
I distinctly remember the moment I heard that Daniel Godfrey had been ousted as Chief Executive of the Investment Association. I was in the offices of a national newspaper in London. I said to the money editor that at least he had a...
What are we talking about today that will still be relevant a year from now? — Tadas Viskanta
One of the problems a financial writer faces is there’s so much content out there that it’s very hard to sort the wheat from the chaff. That’s why content curators add so much value. For me, there’s no one better at it than...
The Better Finance report that shames the European pensions industry
We’ve all heard the one about the stockbroker for whom the definition of asset management is to invest your money and keep on investing it until there’s nothing left. But a new report by the Brussels-based investor rights group Better Finance suggests...
Investing Demystified — Lars Kroijer (Video 1/5)
Some of the most passionate advocates of passive investing, in my experience, are are former fund managers who have seen for themselves how active management works (or in most cases doesn’t). One such person is the former hedge fund manager Lars Kroijer....
Video: Tales of a retired fund manager
Con Keating. I don’t want to make any comment on this video. I’d just like people to watch it and draw their own conclusions. It’s a ten-minute interview with Con Keating. Con was a highly successful fund manager in London and New York — so...
Gender imbalance in investment management needs urgent attention — Blair duQuesnay
Gender diversity. Among the speakers at The Evidence-Based Investing Conference in New York City in November is Blair duQuesnay. Blair is considered one of the rising stars in the US advisory profession, and is the Chief Investment Officer at ThirtyNorth Investments in New...
