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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...
#SFTW: Buffett vs the index — who’s winning?
SOMETHING FOR THE WEEKEND Buffett The media loves Warren Buffett. Everyone does. And I’m a big fan too, not least because he’s a staunch advocate of indexing for ordinary investors. He’s also idolised by those who believe in active management. He is, simply,...
How good is Buffett really?
The media loves Warren Buffett. Everyone does. And I’m a big fan too, not least because he’s a staunch advocate of indexing for ordinary investors.
DGFs — another over-marketed investment product to avoid
There’s a fairly reliable rule of thumb in asset management that the more hype and expectation that surrounds a particular product, the more it costs and the lower the net returns it delivers to investors. Diversified growth funds, or DGFs, are a classic...
Casting out sin — passive investing for Catholics
Investing for Catholics. Ethical, or socially responsible, investing is growing fast. It’s estimated that up to £32trn ($45trn) globally is now invested in ethical funds. In Europe, SRI has seen double-digit growth since 2011. In the US, as of year-end 2013, more than...
Top 5 posts for February 2016
Thank you, everyone, for reading and sharing our content, and for making February a bumper month for The Evidence-Based Investor. The month’s most clicked-on post was a runaway winner, attracting three times as many clicks as the runner-up. In reverse order, here...
Transparency — the time for talking is over
So, according to the FT, UK fund managers have “begun talks” with the Financial Conduct Authority over better disclosure of fees and charges. Jonathan Lipkin, policy director at the main industry body, the Investment Association, is quoted as saying: “We can see a...
