Featured post
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...
It’s time to get tough on investing gobbledygook
The investing industry is like a foreign country; they do things differently there. For a start they operate by a completely different set of rules to other sectors; they enjoy average levels of pay most professions can only dream about; and the...
#SFTW: 1 in 5 millennials will live to 100. Better start saving
SOMETHING FOR THE WEEKEND Millennials. There was a wake-up call for millennial investors this week with the publication of the latest BlackRock Investor Pulse Survey. Millennials. Apparently, on average, those aged between 25 and 34 predict they will only live to see their...
Greater longevity comes at a huge price
There are few experiences more sobering than walking round a graveyard, surrounded by the mortal remains of your ancestors. Longevity. My mother’s family were Partingtons and for centuries they lived in and around the industrial town in Greater Manchester from which they...
SPIVA: What it is & what it tells us — Craig Lazzara (Part 1)
If you’re interested in investing and you haven’t heard of SPIVA, you need to put that right. SPIVA stands for S&P Indices Versus Active, and for me it’s the go-to scorecard for active fund managers. Craig Lazzara, global head of index investment...
Vast majority of UK fund managers “genuinely unskilled”
Genuinely unskilled. I feel privileged to be asked to contribute occasional articles to the CFA Institute blog, Enterprising Investor. The Institute does excellent work, all around the world, in promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit...
Congratulations SITV — half a million views & counting
It was four years ago that my company, Ember Television, was approached by Barnett Ravenscroft Wealth Management to explore ways of using high-quality video to give ordinary investors the information they need to make better investment decisions. SITV. A year later we...
