The Evidence-Based Investor

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

Dave Nadig on the extraordinary growth of ETFs (Podcast)

Posted by Robin Powell on October 10, 2017

Even those with a only a passing interest in investing can’t have failed to notice the extraordinary rise in recent years of ETFs.  Exchange traded funds now account for around $4.3 trillion of global assets under management  — up $1 trillion on this time last year. And although the pace of new product launches has slowed, […]

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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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