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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...
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...
Pick experienced managers, and other bad (but plausible) advice
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 Santa Claus. That, of course is ridiculous. One of those is patently sentimental nonsense, while...
Is “pay for performance” the future for fund fees?
I don’t recommend that investors use actively managed funds, for reasons I’ve explained many times. But that doesn’t mean that I disapprove of active management in principle. Ultimately, we need active managers to help set prices and to keep markets efficient and,...
Investing Demystified — Lars Kroijer (Video 4/5)
You can pay an investment consultant a fortune to build you a suitable portfolio. Alternatively you can do it yourself and, by choosing just two investment products, you’ll have, in Lars Kroijer’s view, a better portfolio than 99% of investors. In this,...
Video: The fund industry has reached its lowest point
Former fund manager. Last month I posted a video interview with Con Keating about his experiences of the fund management industry. If you haven’t watch it yet, please do so; it provides a fascinating insight. In this, the second and concluding video in...
