Search

The final chapter of our groundbreaking documentary

The growing popularity in the UK of passive investing

Why is active investing still so popular?

How passive investing takes the emotion - and stress - out of managing your money

How a diversified portfolio helps smooth out market volatility and keep costs low

Passive investing is an evidence-based approach which is proven to work.

How management costs dramatically reduce the value of investments

Trailer for documentary-length film on passive investing

Do fund managers really beat the market?

A full-length documentary, How to Win the Loser's Game provides ordinary investors with the information they need, and challenges the investing industry to offer consumers a fairer deal.

In the final video in this series, we explore how the investment industry needs to change if it’s to serve investors better, and make a more valuable contribution to the economy and to society.

Investing passively will ensure that, after costs, you outperform the average active investor. That’s simple arithmetic. But there is a proviso. You must have the discipline to stay the course.

Indexing is the best option for the vast majority of investors. But is there ever a case for choosing an actively managed fund?

The academic evidence points overwhelmingly to indexing being the best way for the vast majority of people to invest. The next key question is what type - or types - of index funds should we invest in?

All the evidence points to the humble index fund being the most appropriate investment vehicle. And there are few advocates of indexing as staunch as Warren Buffett - the most famous active stock picker of all.

Spreading your risk across different regions and asset classes remains a crucial part of successful investing. Part 5 examines Modern Portfolio Theory and the common factors that drive market returns.

In search of a better way to invest, we travel to Paris and Chicago to examine the work of Professor Eugene Fama and French mathematician Louis Bachelier.

Part 3 of this documentary on evidence-based investing looks at the dismal performance record of actively managed funds.

In part 2 of this landmark documentary, we focus on the cost of investing.

Most of what we see and hear about how to invest comes from either the fund industry or the financial media - both of which have their own agendas. Nine months in the making, this landmark documentary is an attempt to redress the balance.

Why evidence, not emotion, should rule our investment decisions.

A video shared by Close Brothers Asset Management

Research shows that only a minute number of funds will ever beat the market on a sustained basis

Burton Malkiel explains why it is hard to beat the market time after time

Why many financial bloggers and websites are coming out in favour of the passive approach

Passive investing can work for the small cap sector as well as blue chip stocks

John Bogle on words of wisdom he received early on in his career

Why passive investing can be better for you psychologically

Charles Ellis on how many active funds actually manage to beat the market

Why an investor's attitude to risk is important

John Bogle explains why investors only receive about 30% of the total market return

Investing should be a long term proposition, says Charles Ellis.

David Booth on why the passive investment experience makes for a better lifestyle

Prof. Anthony Neuberger on how a small difference in charges can impact so heavily on returns

Gus Sauter on the growth of passive investing

If you’ve ever wondered why we put so much emphasis on the cost of investing, this video explains why. Over 40 years, the typical effect of charges is to reduce your potential returns by more than two-thirds. Don’t believe us? Look at the figures.

Of course it’s possible for active fund managers to add value. But in practice, after costs, they very rarely do. Part of the problem, says Weston Wellington from Dimensional Fund Advisors, is there are far too many of them.

Evidence-based investing is founded on more than half a century of independent, peer-reviewed research. But, says Professor Jens Hagendorff, there are really just two key lessons that investors need to learn.

A new book by Larry Swedroe and Kevin Grogan explains how to reduce the risk of "black swans"

A new study by The Pensions Institute says success has little to do with skill.

Taxpayers could save £660 million a year if government switched pensions to passive funds - with better performance, too.

The remarkable success of this groundbreaking investing documentary

Dr Ros Altmann discusses the impact of the latest changes to UK investment regulations.

It's one of the most successful books of recent years on passive investing - but the story behind The Investment Answer is just as compelling as its contents.

Despite the RDR, many financial advisers are still evasive when it comes to revealing their charges.

Why some investors buy shares the way we buy lottery tickets

Dr David Chambers explains why technology 'bubbles' are nothing new

An interview with Professor Elroy Dimson

Even legendary economist John Maynard Keynes was caught out trying to time the market

An interview with Gerard O'Reilly, head of research, Dimensional Fund Advisors.

An interview with investing blogger, wealth manager and occasional Bogle critic Eric Nelson.

Our latest blog features Morgan Housel, award-winning columnist at the Motley Fool and Wall Street Journal. In this extended interview, Morgan explains why we still pay so much attention to market forecasts, despite a wealth of evidence that they’re more likely to hinder investors rather than help them.

For those of us campaigning for a fairer fund industry, and a bigger role for low-cost, evidence-based investing, the last few years have been a constant struggle. But 2014 has given us cause for optimism.

Being told to "rot in hell" because you campaign for a fairer, transparent investment industry isn't fun. But when the evidence is on your side it's a sign of progress, writes Robin Powell.

Journalists have a critical role to play in providing investors with useful and un-conflicted information. But with the media bias towards active funds, they have failed the consumer. It's time for change, argues Robin Powell.

Today’s consumers are usually quite savvy about how much they pay for things, but far too many of us still have a blind spot when it comes to fund charges.

After two years, 150+ videos and more than 160,000 views, there's even more to the new sensibleinvesting.tv!

Are the changes to pensions announced in the budget a good idea?

Investor behaviour is often ascribed to fear and greed. We’re fearful as prices fall, the theory goes, so we sell to stem our losses; and we’re greedy as they rise, so we buy to maximize our gains.

One of the most striking recollections of interviewing Professor William Sharpe at his home in Carmel, California, for our documentary Passive Investing: The Evidence was his emphatic response when asked to give his golden rules for successful investing.

There have been quite a few things to celebrate recently.

Retirement used to be something to look forward to. But for the vast majority of working Britons, the reality is a little different.

Congratulations to Eugene Fama, who has been awarded the Nobel Prize in Economics along with Lars Peter Hansen and Robert Shiller.

Investors have lost around £3 billion in the past five years by paying for actively managed funds which merely tracked the market, according to recent claims by the True and Fair Campaign.

Is it just us, or is the UK investment industry increasingly starting to resemble Premier League football?

Interview with Dimensional co-founder David Booth

Creator of the Capital Asset Pricing Model, William Sharpe is perhaps less well known than some of his fellow Nobel Prize winners...

Co-author of 'The Investment Answer', Dan Goldie tells us how he made the transition from professional tennis to passive investing.

The founder of the True & Fair Campaign explains how investors are still being misled when it comes to fees.

Professor Elroy Dimson, editor of the Credit Suisse Global Investment Returns Yearbook, explains why learning from the past helps us make better investing decisions for the future.

How much do emptions affect people's investing decisions? We asked indexing 'legend' Charles Ellis.

Government pensions adviser Ros Altmann talks about the welcome changes in the recent budget - and calls for even more transparency for pensions and investments.

sensibleinvesting.tv meets Carl Richards, creator of the NYTimes 'Sketch Guy' column and behaviorgap.com.

An interview with Dimensional's David Plecha. With concern mounting that, after many years of strong performance, bonds have become a bubble that’s about to burst, how worried should we be?

Why diversification sits at the very heart of good investing.

It can seem not much is happening on the surface, yet behind the scenes it’s a different story…

Can you keep your head when all about you are losing theirs?

Why reducing costs is more effective than paying for improved performance

What impact do world events have on your investments?

Is predicting the return on investments as accurate as forecasting the weather?

You don't need bonds. Until you need them.

How we behave when things get tough has a real impact on investment outcomes

What is the best way to use our retirement savings?

Are things as bad as they seem? Or do we need a bit of perspective?

Why risk is a better place to start than performance when planning your portfolio

Is gold the safe haven everyone seems to imagine?

What is risk and what effect can it have on your investments?

Can you trust yourself to be a good investor?

How investing behaviour should change over the course of a lifetime

Behavior Gap author Carl Richards on the destructive nature of investor behaviour

Do recent events mean emerging markets should be avoided by investors?

How much do you think you know about emerging markets?

Part three of a four part series exploring the phenomenon of smart beta

Part two of a four part series exploring the phenomenon of smart beta

Part one of a four part series exploring the phenomenon of smart beta

The third of four videos exploring what makes fund managers tick.

The second of four videos exploring what makes fund managers tick.

The first of four videos exploring what makes fund managers tick.

The final instalment in an eight part series

Part seven of an eight part series

Part six of an eight part series

Part five of an eight part series

Part four of an eight part series

Pert three of an eight part series

Part two of an eight-part series

Part one of an eight-part series

Part three in a four-part series exploring the foundations of passive investing

Part two of a four part series exploring the foundations of passive investing

Part one of a four-part series exploring the foundations of passive investing

Part two of a three-part guide to the UK retail distribution review

Part one of a three-part guide to the UK retail distribution review

A report outlining ten key policy measures for Europe to tackle inadequate returns on pension savings.

”It is simply not worth paying the vast majority of fund managers to actively manage assets”

How the UK Government is wasting £660 million a year on active investing

From 2015, Sensible Investing will be providing financial advisors in New Zealand with high-quality subscription content. To find out more, contact Richard Wood at [email protected].

From 2015, Sensible Investing will be providing financial advisors in USA with high-quality subscription content. To find out more, contact Richard Wood at [email protected].

From 2015, Sensible Investing will be providing financial advisors in Canada with high-quality subscription content. To find out more, contact Richard Wood at [email protected].

From 2015, Sensible Investing will be providing financial advisers in Australia with high-quality subscription content. To find out more, contact Richard Wood at [email protected].

From 2015, Sensible Investing will be providing financial advisers with high-quality subscription content. To find out more, contact Richard Wood at [email protected].