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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...
Awards video for Australia’s ‘worst’ fund managers goes viral
Worst fund managers. If you haven’t yet seen this video, you must! It was produced by Stockspot, Australia’s fastest growing automated investment service. I love this company. Its mission, its says, is “to make professional portfolio management accessible to more Australians. We want...
#SFTW: Sorry, UK fund managers aren’t a special case
Managers SOMETHING FOR THE WEEKEND Managers If I had a pound for every time someone told me that UK fund managers are a special case, I’d be rich — even at recent, post-Brexit exchange rates. OK, active funds are being trounced across the...
London falling
London. If I had a pound for every time someone told me that UK fund managers are a special case, I’d be rich — even at recent, post-Brexit exchange rates. OK, active funds are being trounced across the pond, the argument goes, but...
Investing Demystified — Lars Kroijer (Video 5/5)
Our five-part video series for new investors, presented by Lars Kroijer, is finally at an end. In the final video, Lars explains how to implement the simple, low-cost portfolio he talked about earlier in the series. Enjoy — and once again, please share...
Can The People’s Trust break the active management mould?
Shock horror! For the second time in a week, I’m going to feature a an active fund management company! No, I don’t endorse it, but I do think that, like Orbis Access, whose Director Dan Brocklebank I interviewed last week, The People’s...
#SFTW: Pick an experienced manager? You may as well pick a rookie
rookie SOMETHING FOR THE WEEKEND rookie I remember Dan Goldie, the former tennis pro turned financial adviser and investment author, telling me once that he compared belief in active management to belief in Father Christmas. That, of course is ridiculous. One of those...
