Here’s £35 Billion of Investors’ Money That Underperforms The Benchmark

The UK's Ten Largest 60%-80% Allocation Funds Control Over £35 Billion Of I…

Blackrock's $14 Billion Global Allocation Fund Doesn't Beat A 60/40 Benchmark

Is This 4-Star Morningstar Rated Fund Good Value? If you’re in th…

L&G's £400m Multi-Asset Target Return Fund, Or A Simple 45/55 Equity/Bond Portfolio? You Decide.

PIPS Benchmarking shows that reports of death of the 60/40 portfolio are …

Does the UK’s Best Multi-Asset Balanced Fund Beat The Benchmark?

Nope.  Moreover, a DIY investor, holding one equity fund and one bond fund, wou…

Is Your Investment Manager Good Value?

Access the December 2022 paper:  Download. …

Using Passive Index Portfolios to Benchmark Multi-Asset Funds and Investment Managers

What is PIPS? 1. Passive index portfolios ('PIPS') are rules-based pass…

Mythbusting: No, Asset Allocation DOESN'T Determine 90% of Portfolio Performance

(The market does!) Forward (written 22/5/2023) The theme of this article is hig…

That is All