Volume 2 / Issue 1 HERE’S THE THING! Witness the investment world’s “new normal” – product proliferation! Witness the innocent casualty – product integrity. Investors are accosted by a Paradox of Choice. – Investment decisions are more complicated, and available information harder to grasp, than ever before. We consider whether “More Is Less”. It all..
Volume 1 / Issue 4 HERE’S THE THING! Does it bother you that dealing commissions are used to pay for investment research? Fifteen years ago, Paul Myners challenged the UK investment industry at several different levels on its lack of transparency. His work yielded some positive regulatory change across Europe, most immediately in the form..
Volume 1 / Issue 3 HERE’S THE THING! In our last issue of Quaero JOURNAL, we scratched the surface on fee transparency. I opened the discussion with several theoretical arguments against “the industry standard” fee structure that charges bps as a % of assets and I promised to share my radical solution to the problem..
Volume 1 / Issue 2 HERE’S THE THING! ETFs are a game changer. Now that you can customize your beta and smart beta exposure to asset classes, regions and countries, investment styles and strategies with products at bargain basement prices, the idea of paying active management fees for anything but pure alpha seems ludicrous. What..
Volume 1 / Issue 1 HERE’S THE THING! Change is upon us; the Revolution is at hand; Victory is certain and our CLIENTS shall prevail! This is good news for the nation’s small, independent asset management firms and good news for their clients – not so good for their bigger brethren who are wedded to..
Grandpa’s Photo-Journal Series Ideas about political, economic and religious systems Questions about social justice and human rights, freedom and equality Click below for the complete photo-journal of my one-week study trip to Cuba in January, 2015.
For Love and Money; Reflections on the Essential Disciplines of Institutional Investment Management, Life and Happiness By Ralph E. W. Loader Ralph found answers to a young man’s questions through a successful career in the investment consulting business that exposed him to the institutional investment cultures of Canada, the United States, Europe, Asia and South..
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