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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...
Successful investing really isn’t complicated — Harold Pollack
In 2013, Harold Pollack, a University of Chicago public policy professor, was interviewing the author Helaine Olen about a book she was writing on the financial advice profession. To illustrate the point that too much advice is overly complicated, he grabbed an index...
Personal finance is more personal than it is finance — Tim Maurer
One of the best books I’ve read for professional reasons this year is Tim Maurer’s Simple Money: A No-Nonsense Guide to Personal Finance. Tim is a speaker, blogger, author and financial adviser, and is the Director of Personal Finance at the BAM Alliance...
Indexing worse than Marxism? 6 reasons why the thesis sucks
There’s a paper doing the rounds at the moment that’s causing quite a stir. It’s by Inigo Fraser-Jenkins from the investment research firm Sanford C Bernstein, and it carries the rather provocative title The Silent Road to Serfdom: Why Passive Investing is...
David Pitt-Watson on asset management fees — Video 2/3
Pension fund. Robert Wallace and Alexander Webster had three passions in common — God, mathematics and alcohol. So when, in the early 1740s, these two Church of Scotland ministers were invited to devise a pension scheme for the widows and dependants of fellow...
#SFTW Bonuses for fund managers — good or bad?
SOMETHING FOR THE WEEKEND Fund managers. There’s been plenty said and written about fund manager pay in the UK this week, after the announcement by two prominent City stockpickers that, in future, they won’t be paying bonuses, either to themselves or their staff....
Bonuses for fund managers — good or bad?
There’s been plenty said and written about fund manager pay in the UK this week, after the announcement by two prominent City stock pickers that, in future, they won’t be paying bonuses, either to themselves or their staff. So, is this move...
