LOCKER ROOM TALK!
Archive
Category: Quaero Journal
12 Nov
2016

LOCKER ROOM TALK!

Volume 2 / Issue 2 HERE’S THE THING! There is a populist revolution underway worldwide. It is a largely peaceful revolution with some very surprising twists and turns and a sense of foreboding and uncertainty in the minds of many. We should not be intimidated by what we heard and saw through two years of..

17 Jun
2016

GIMME MORE!

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..

15 Mar
2016

PART 3 OF OUR FEE TRANSPARENCY TRILOGY

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..

15 Dec
2015

“BPS VS. FLAT FEES”: IT’S IN THE MATH

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..

08 Jun
2015

THE RISE AND FALL OF THE CONSOLIDATOR

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..