Our view of Wealth Management is that it's a journey and we steer a steady course, managing your investment portfolio in your best interests and providing the right support at the right time. Sensibleinvesting.tv has been created to provide investors and investing professionals with clear, concise and independent information about investing and, specifically, the benefits of evidence-based (or pas
sive) investing. This is achieved by a pre-determined strategy which focuses on:
- Keeping costs low by avoiding unnecessary trading
- Diversifying across the whole market and a wide set of asset classes
- Taking the long term view - markets can do better in some years and worse in others, but passive investors understand that markets are efficient and operate on the basis of all known information. Research shows that it is extremely difficult to beat the market consistently, year on year. "Isn't this just Indexing - simply following the shares in any given index, such as the FTSE 100 or the S&P 500?"
Well, partly; but evidence-based investing - as the name implies - is an approach based on evidence rather than luck (or skill, as some fund managers like to call it); and incorporates not only traditional indexing, but also asset-class investing drawing on the latest academic research. Our series on Smart Beta, available on the website, is a good example of how investing theory has developed, and continues to evolve.
