The Evidence-Based Investor

No sales agenda. No marketing spin. Just the evidence.

#SFTW: The delays making fund managers billions – at our expense

Posted by Robin Powell on March 24, 2017

SOMETHING FOR THE WEEKEND We’re probably all familiar now with the sneaky way that banks fail to move customers’ money to accounts with higher rates of interest, or even tell them about better deals that they can offer them. Well, UK asset managers are doing exactly the same thing to investors — only the amount […]

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TEBI: How YOU can help

Posted by Robin Powell on March 24, 2017

“Three ways to get paid for your words: 1) Lie to people who want to be lied to, and you’ll get rich. 2) Tell the truth to those who want the truth, and you’ll make a living. 3) Tell the truth to those who want to be lied to and you’ll go broke.” Jason Zweig, […]

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More evidence asset managers won’t change until they’re forced to

Posted by Robin Powell on March 23, 2017

We’re probably all familiar now with the sneaky way that banks fail to move customers’ money to accounts with higher rates of interest, or even tell them about better deals that they can offer them. Well, UK asset managers are doing exactly the same thing to investors — only the amount of money involved is generally […]

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Small isn’t beautiful in the UK fund industry

Posted by Robin Powell on March 21, 2017

Rob Davies runs the VT Munro Smart-Beta UK Fund, which was acquired by Valu-Trac from Maven Capital Partners in October 2015. But getting institutional investors interest in it is an uphill struggle. The problem, he says, is that the asset management industry, the rating agencies and the financial media are biased towards larger, actively managed […]

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