insights
articles, blog posts about investments, wealth management, communication
Why we need active funds
The active versus passive debate rages on. The passive camp points out that active funds, in general, don’t do what ...
Why good mutual fund research is hard to find
There are many brilliant books on stock picking, from simple beginners’ guides to classic textbooks like Ben Graham’s Security Analysis ...
Why you shouldn’t invest in 5-star rated mutual funds
Ask any investor how they select mutual funds (MF) – the most common answer tends to be on the basis ...
What your future self can teach you?
The ‘future you’ can help you be wealthier, healthier, and more generous in the present ...
Role of financial ratings
When people hear the leader of a country comment on how a credit rating agency should rate its debt, they ...
How Nobel prize winners invest
Everyone in finance would know about the efficient frontier… it’s a concept from Modern Portfolio Theory put forward by Harry ...
Making sense of too many products
Like in many other markets, the mutual fund industry the world over seems to have a dazzling choice of products, ...
Does robo-advice work?
Tech start-ups are hot. Within that, ‘fintech’ is hot. And within that, ‘robo-advice’ is a term that’s starting to be ...
How to get investors to take a long-term view
Small changes in how retirement funds display information can have big effects on the way households invest their money, according ...
Choose your value proposition
Unlike medicine where there is a clearly defined distinction between the general practitioner and various specialists, wealth management is a ...
Fund managers need the right temperament
What kind of people make good fund managers? While everyone should be interested in this question, there is surprisingly little ...
Factors to consider in compliance monitoring program
Using a tick-the-box approach for monitoring of conflicts of interests will probably lead to regulatory issues and reputational disasters. Wealth ...
