Tips & Insights

On the relationship between required return & acceptable risk

Everything else is commentary

The traditional approach to evaluating risk tolerance – which has been enshrined into our standard regulatory process for determining the “suitability” of a recommendation – involves gauging a client’s attitudes about risk, their financial…

Read more at Kitces.com

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Dimensional Funds Praised by Their Competition

Why reinvent the wheel when it comes to smart passive investment when Dimensional have been doing it so well for years?

Successful investing is about being different, about being better than your competition

Read more at The FT

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Dreams can be expensive

A $300bn pension fund cannot make these investments pay.

Calpers gives up on the hedge fund dream.

Read more at The FT

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Trouble up at the Barclays mill?

Did they not learn their lesson the first time round?

Barclays fined £37.7m over failure to safeguard clients’ money.

Penalty is largest of more than a dozen issued over compliance.

Read more at The FT

 

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As the USA goes, so does the UK eventually?

Investors are pouring money into Vanguard Group, the epitome of the hands-off approach to investing, flocking to funds that track market indexes and aren’t run by stock pickers or star managers.

Read more at The Wall Street Journal

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New book launched

The issue of closet trackers concerns Investment Fitness Club founder Saul Djanogly so much he’s written a book about it. Investing in Funds: The Good, The Bad, The Ugly is available on Kindle.

The book, which is winning four and five star reviews, explains clearly and concisely what a closet tracker is, why they are so damaging to your wealth (he calls them “sheep in wolves’ clothing”) and how to identify if you have them in your portfolio.

Last year SCM Private estimated that out of 127 UK equity funds available to retail investors nearly half were actually closet trackers (that’s over £55bn in funds that aren’t delivering value). In the last five years investors using these funds could have saved £1.86bn in fund fees by switching to a low cost index fund instead.

Click here to download the book.

 

 

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Warren Buffett’s a fan, so should you switch to a tracker? – Telegraph

Warren Buffett recommends it; big pension funds are doing it too. We look at the advantages of putting most of your pension into tracker funds

Read more at The Telegraph

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Interview with Saul Djanogly, Founder and CEO at Investment Fitness Club

Mark Lee interviews financial guru, Saul Djanogly who has some unorthodox views about financial advice that may resonate with accountants.The interview was published on Accountingweb on 22/7/13.

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