Fundamental Indexing: active management performance with index fees?

The case for passive investing is often couched in terms of the inability of active managers to “beat the market”, with the market in turn usually defined as a capitalisation weighted equity index such as the S&P/ASX 200. Yet as this note will demonstrate, using an alternative approach to passive indexing can potentially be used

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In the pursuit of efficiency

In this fast-paced world in which we live, where productivity and ‘being busy’ are a constant focus I find that there is increasingly less time in the day to finish all the tasks and activities I need to do.  So, I am always on the lookout for tips and tricks that can make my life

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Portfolio Diversification II: The importance of fine-tuning

Last year I addressed the concept of portfolio diversification and how we can assess it quantitatively through the use of return correlations. Just to recap: Correlation refers to the strength of the co-movement between two assets or portfolios (ranging from -1.0 or perfect negative correlation to +1.0 or perfect positive correlation) Diversification benefits – where

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Randomness is not random

‘If you would be a real seeker of truth, it is necessary that at least once in your life you doubt, as far as possible, all things.’ – Rene Descartes This post is the first in a series I will be writing on investor psychology and technical analysis. To begin, I would like to talk

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Investing profitably with a conscience – ethical or mythical?

Current investors have never had more choice when it comes to investment opportunities, but with all this choice there’s always been one common objective – and that is to make a profit. But what if you, as an investor, were able to make that profit by investing in companies or organisations which marry their commercial

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Time is on my side – equities for the long run

We all know the equity market has its ups and downs. Bullish runs are often interrupted by sharp corrections or extended bearish periods, even amid little change in fundamentals. With so much ‘noise’, how should investors be thinking about their equity investments? I studied the historical data to try to get some answers about longer

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3 predictions for the Australian ETF industry in 2017

With assets under management at an all-time high, and increasingly more widespread use of Exchange Traded Funds (ETFs), the Australian ETF industry came of age in 2016, and continues to follow in the footsteps of more mature markets around the globe. The ETF industry in Australia continues to evolve, as new waves of investors demand

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