In the final part of the documentary Burton Malkiel, renowned economist and author of A Random Walk Down Wall Street, explains how the principles of passive investing have held firm over the past three decades. The film also shows how fund managers are kidding themselves and their customers when they...

Passive Investing is becoming more popular in the US and the evidence is that it’s beginning to take off in the UK. With investment costs higher here than almost anywhere else in the world, the potential for growth is huge, and the trend towards passive is gathering momentum. Featuring Vanguard’s...

If passive investing is such a no-brainer, why is the active alternative still so popular? The answers lie in the fund management industry itself. The passive approach is great for the individual investor, but much less profitable for the fund managers (even though they know – and frequently admit –...

Money is the single biggest cause of stress in the Western world; today, spending and investing wisely has never been more important for our wealth AND health. The rational, emotion-free and proven approach of passive investing takes the stress out of watching the markets rise and fall, and makes for...

Passive investing aims to ‘capture the market’ and diversification is key to achieving this. Avoiding ‘putting all your eggs in one basket’ by investing in a low cost, widely diversified passive portfolio allows you to reap the higher rewards of riskier assets whilst smoothing out some of the volatility. Featuring...

Passive investing costs less, but produces a higher than average return after costs in the long term. Here’s how it works. Nobel Prize-winning economist William Sharpe describes his Capital Asset Pricing Model, the mathematical foundation of passive investing. Also included is an  explanation of the Efficient Market Theory from Ken...

How expensive is active investing? Rising fund management charges, many of which are hidden, have a massive effect on the returns investors receive. For putting up 100% of the capital and 100% of the risk, investors receive only around 30% of the market return. Who gets the 70%? You’ve guessed...

Part one of the eight part documentary, Passive Investing: The Evidence the Fund Management Industry Would Prefer You Not to See, describes how the £4 trillion invested by UK fund managers more often than not produces a below-average return and fails to match, never mind beat, the average market return...