Nobody can establish who first used the phrase 'evidence-based investing', and no regulator defines it. Robin Powell, who was given the name by Larry Swedroe in 2015 and is sometimes wrongly credited with coining it, sets out what it actually means: four tests of what counts as evidence, borrowed from a medical parallel that hit the same crisis twelve years ago. Including where he goes further than a global tracker, and why he holds that position less firmly than he used to.
Dimensional Fund Advisors aims its marketing at professionals and has long been associated with financial advisers. Yet a TEBI check found its funds listed on mainstream UK DIY platforms, many with ISA and SIPP eligibility. Here is where you can hold them, how they compare with Avantis, the firm set up by former Dimensional executives, and why a good planner still has a role.
Robin Powell
Sep 2510 min read
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