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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...
Podcast Episode 6 — Advisers and Investor Behaviour
Investor behaviour. The special guest on our final podcast of 2016 is Daniel Egan, Vice-President of Behavioural Finance and Investing at Betterment, the New York City-based automated investment service, or robo-adviser. Although new robo-advisers are launching all around the world, almost without exception...
Should we use professional money managers?
One of the first questions investors need to ask themselves is this: Do I have an edge over the market? We recently published an extract from Lars Kroijer’s book Investing Demystified in which he explained that even if they think they do,...
David Blake: 5 things you need to know about active funds
Professor David Blake is from Bayes Business School in London. He has led one of the most detailed on-going studies of mutual fund performance in the world. It’s called New Evidence on Mutual Fund Performance: A Comparison of Alternative Bootstrap Methods —...
Podcast Episode 5 — Two blokes from Birmingham
Birmingham. Over the years I’ve found that some of the stanchest and most effective advocates of evidence-based investing are those who’ve actually worked in the active fund management industry and seen its shortcomings at first hand. Lars Kroijer is one example, and another...
Why rising stars are often the first to fizzle out
There’s at least one in every corporate workplace. You know the type. Bright-eyed and bushy-tailed, they make an instant impact and, before long, they’re being tipped as rising stars. Then they’re promoted, promoted and promoted, with each step up the managerial ladder taking them...
Gina Miller — UK advisers are letting their clients down
In the third and final video in this series, Gina Miller discusses what the FCA report means for financial advisers — and she doesn’t mince her words. Advisers.. are letting their clients down “Individuals aren’t as actively engaged in their investments here...
