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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...
Do fund managers from poorer backgrounds outperform wealthier colleagues?
If you really are determined to invest in actively managed funds (and there’s a whole host of reasons why you shouldn’t) you might just want to look at the fund manager’s social background. A new study of asset managers in the United...
Evidence-Based Investing Insights – Video 2/4
Diversification. Now for the second video in this four-part series, produced by Regis Media of Independence Advisors in Pennsylvania. In Part 1 we looked at market pricing, why it pays investors to ignore the siren song of daily market prices, and why using...
We have organic food. Why not organic finance?
Organic finance. Like any parent of teenagers, I often find myself preaching the benefits of sensible eating. But I’m sure my children’s generation are far savvier about food than we ever were. Of course nutrition has become part of the school curriculum, but...
Evidence-Based Investing Insights: Market Pricing – Video 1/4
Here is the first of four videos that my colleagues and I at Regis Media produced for Independence Advisors in Pennsylvania — each of them exploring a different aspect of the evidence-based approach to investing. The first addresses the issue of market...
These SPIVA reports have become altogether embarrassing
“The suit of clothes is altogether, but altogether The most remarkable suit of clothes that I have ever seen.” As a child I loved The Emperor’s New Clothes by Hans Christian Andersen, the tale of a vain ruler who hires two dishonest weavers...
#SFTW: Don’t let the fiduciary principle become a political football
SOMETHING FOR THE WEEKEND Fiduciary principle We’ve reached a critical juncture in the history of investing. All around the world consumers are demanding a better deal. Of course, specific details differ from country to country but, broadly speaking, the problem is the same...