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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...
David Pitt-Watson on asset management fees — Video 3/3
David Pitt-Watson on asset management fees. It’s time for the the third and final video in our series featuring David Pitt-Watson. A fellow of Finance at London Business School, David has had a long career in asset management. He’s now campaigning for greater...
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There are two historic events due to take in the United States in November. The first, on the 8th, is a certain Presidential Election you may have heard about. The second (and frankly far more momentous) occasion is the world’s first Evidence-Based...
Lack of transparency in asset management is all about incentives
Transparency. If you’re still in two minds about financial incentives in the fund industry, and whether or not the rewards for its senior staff have grown too large, you probably won’t be after reading the latest research on executive bonuses. According to analysis...
Successful investing really isn’t complicated — Harold Pollack
In 2013, Harold Pollack, a University of Chicago public policy professor, was interviewing the author Helaine Olen about a book she was writing on the financial advice profession. To illustrate the point that too much advice is overly complicated, he grabbed an index...
Personal finance is more personal than it is finance — Tim Maurer
One of the best books I’ve read for professional reasons this year is Tim Maurer’s Simple Money: A No-Nonsense Guide to Personal Finance. Tim is a speaker, blogger, author and financial adviser, and is the Director of Personal Finance at the BAM Alliance...
Indexing worse than Marxism? 6 reasons why the thesis sucks
There’s a paper doing the rounds at the moment that’s causing quite a stir. It’s by Inigo Fraser-Jenkins from the investment research firm Sanford C Bernstein, and it carries the rather provocative title The Silent Road to Serfdom: Why Passive Investing is...
