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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...
Jack Bogle — the man who changed investing forever
It might sometimes seem that I share every interview with Jack Bogle, but he speaks so well — so economically, articulately and intelligently — that I make no apologies for being one of his biggest fans. This latest interview, by Michael Regan at...
Read the FCA report here
The FCA’s report might be 200 pages long, but this is a must-read for anyone who has an interest in Britain’s broken asset management industry and how to fix it. For the time-poor, the 16-page Executive Summary starts on Page 7. Please...
The lowdown on the FCA report on asset management
Asset management. As anyone who follows this blog or any of our social media channels knows, last Friday was a momentous day for financial regulation in the UK. That was the day when the Financial Conduct Authority finally published its long-awaited report on...
The FCA Report — Some thank yous
Wow. I didn’t see that coming. I’m referring, of course, to the interim report by the Financial Conduct Authority (FCA) on its study into competition in the UK asset management industry, published last Friday. I’ll be writing plenty more about it in...
FCA report on UK asset management: The TTF response
Today is a momentous day for the regulation of the UK asset management industry. The Financial Conduct Authority has issued an interim report on completion in the industry and, on the face of it, this appears to be the hard-hitting report that my...
#SFTW: What makes evidence-based investors different?
SOMETHING FOR THE WEEKEND As those who’ve listened to my latest podcast will know, I’ve been in contemplative mood this week. No, not about a certain election result, but the definition of evidence-based investing. The question has come into sharper focus with the...
