The Evidence-Based Investor

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

EBI lets advisers focus on what really matters

Posted by Robin Powell on October 6, 2017

It does amaze me that, even now, there are still so few financial advice firms using an evidence-based investment philosophy. I’ve written on this blog several times about why I think that is. One of the reasons — and I know this because they tell me — is that they’re worried that if they recommend using index […]

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Calling evidence-based advisers everywhere!

Posted by helen.brown on October 5, 2017

The good news is that public awareness is growing about the way investing really works. The bad news is there’s still a long way to go and, in the meantime, the industry is redoubling its efforts to get across its own, conflicted version of investor “education”. Yes, blogs like TEBI are having positive influence, but […]

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Fidelity’s new charging structure — not exactly generous

Posted by Robin Powell on October 4, 2017

Fidelity threw the cat among the pigeons yesterday. The Bermuda-based fund giant announced that, at least in the UK, it’s overhauling its charging model. Though it declined to give any details, Fidelity will soon be offering equity funds that charge a slightly higher fee when they outperform the market, and a lower one if they […]

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ESG & EBI: two major secular shifts in global investing

Posted by Robin Powell on October 2, 2017

There are two huge developments taking place in global asset management. One, of course, is the move towards basing investment decisions on independent and peer-reviewed academic evidence rather than opinions. The second is the growth of sustainable (or ESG) investing, in other words, focussing not only on investment returns, but also on making a positive difference […]

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