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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...
Does divestment produce positive results?
By our staff reporter A few weeks ago on TEBI we posed the question, Do sustainable investors behave better? We focused in particular on research conducted by DEREK HORSTMEYER, Assistant Professor of Finance at the George Mason University School of Business in Virginia....
Six steps to keeping your discipline
By RICK FERRI Creating a portfolio is easy; staying the course is hard. Despite our best intentions we sometimes fall off the wagon. We’re inclined to chase performance, react emotionally to market swings, and generally do far more trading than good...
Work out what’s important in life
Investing is a means to an end, not an end in itself. You need to know what you’re investing for and what you want to achieve. That’s why we strongly recommend that investors have a financial plan and, preferably, work with a...
Separating the wheat from the chaff
The internet is a mixed blessing. Never before have we been able to access so much information so quickly and easily. The problem is, there’s too much of it, and most of it is either not worth paying attention to or even...
Four must-read financial history books for curious investors
I had the pleasure recently of visiting the wonderfully named Library of Mistakes in Edinburgh. It’s essentially a financial history library, and it’s funded by a charity dedicated to improving financial education. While I was there I conducted an in-depth interview with...
The S&P 500 ESG Index makes an entrance
Sustainable investing isn’t a passing fad. It’s here to stay. In the first of a regular series, we take a look at the launch of the S&P 500 ESG Index. It’s finally happened. S&P Dow Jones Indices has launched the long-awaited...