The Evidence-Based Investor

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

Putting an actual value on advice is impossible

Posted by Robin Powell on December 11, 2017

These days we’re obsessed by value — not just businesses, but individuals too. We all want to make the most of the limited financial resources at our disposal, and quite right too. There is however a danger in constantly looking at value in purely monetary terms. In other words, how much will it save me, in […]

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Is factor investing worth it?

Posted by Robin Powell on December 8, 2017

Broadly speaking, evidence-based investors fall into three categories when it comes to the type of funds they prefer to use. First there are traditional indexers — the Bogleheads, if you like — who love the simplicity of market-cap weighting. Second, there are those who prefer factor-based investing — in other words, tilting their portfolios to risk factors which […]

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Metis Ireland: No blarney, just the evidence

Posted by Robin Powell on December 6, 2017

Evidence-based investing truly is growing around the world. Take my own company, which began producing content for a solitary financial advice firm in Birmingham, England, five years ago. Today we have clients in ten different countries. In fact, make that eleven, because we’re now working with Metis Ireland, an evidence-based financial planning firm with offices […]

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Passive investing? Smart investing is a better description

Posted by Robin Powell on December 5, 2017

I’ve never liked the term passive investing. For a start, there’s no such thing; all investing involves making active decisions to some extent. Nor is it always a helpful distinction. Take Dimensional Fund Advisors, for example, whose funds actively seek exposure to specific sections of the market but do so in a broadly passive way. […]

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