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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...
#SFTW: The new man in the hot seat at Morningstar
Here's the latest round-up of articles from The Evidence-Based Investor — including the TEBI podcast with the new man in charge of Morningstar, Kunal Kapoor
Podcast Episode 10: Morningstar’s new boss
Last week I had the pleasure of interviewing Kunal Kapoor for the TEBI Podcast, and introducing him on stage at Morningstar’s Game Changer Investment Summit in Brussels. Kunal Kapoor has just taken over as CEO of Morningstar from the company’s billionaire founder Joe...
The response of the Transparency Task Force to the FCA Report
The Transparency Task Force, of which I’m an Ambassador, has today issued its response to the interim report of the FCA on its study into competition in UK asset management. Broadly we welcome the report, which we see as, potentially, a watershed...
Financial and energy regulators need to talk
Energy regulators. I can’t speak for other countries, but my experience as a UK consumer of water, gas and electricity is that regulation has been a good thing. Suppliers are required to be much more transparent than they were about how much much...
TEBI’s response to the FCA report
This coming Monday, 20th February, is the deadline for commenting on the interim report by the Financial Conduct Authority on competition on UK asset management. Here is TEBI’s response. Robin Powell The Evidence-Based Investor The Financial Conduct Authority 25 The North Colonnade...
The investing equivalent of junk food
Of all the silly things said in defence of active fund management and conflicted financial advice, I wonder whether the silliest words of all emanated from the mouth of Gary Cohn, the new director of the White House National Economic Council, the...
