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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...

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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...

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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...

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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...

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Podcast Episode 4 — The EBI Conference reviewed

EBI Conference. Here’s the latest podcast from The Evidence-Based Investor! For this week’s show I review the inaugural Evidence-Based Investing (EBI) Conference, held earlier this month in New York City. It’s a great listen, with contributions from three of the most prominent thought...

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We were treated like Luddites for helping consumers

Luddites. Now for the second part in our three-part video interview with Gina Miller, one of my fellow campaigners for transparency in the investing industry. In this video, Gina gives her reaction to the FCA’s interim report on competition in UK asset management,...

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Gina Miller — The Supreme Court and Article 50

Gina Miller. The Evidence-Based Investor is a blog about investing and asset management. But, very occasionally, I do post content about other subjects and this, I hope you’ll agree, is an exception. No one has been more supportive of my work for Sensible...

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