A ground-breaking eight-part, 54 minute film featuring some of the world's top economists and academics including John Bogle, Charles Ellis and William Sharpe. Above all, it demonstrates why passive is the rational, mathematically proven route to investing success.
Complete 54 minute documentary on passive investing
Passive Investing: The Evidence - full length film
The final chapter of our groundbreaking documentary
Part 8: The Rational Choice
The growing popularity in the UK of passive investing
Part 7: The Tide Is Turning
Why is active investing still so popular?
Part 6: Hooked On Active
How passive investing takes the emotion - and stress - out of managing your money
Part 5: A healthier way to invest
How a diversified portfolio helps smooth out market volatility and keep costs low
Part 4: Ultimate Diversification
Passive investing is an evidence-based approach which is proven to work.
Part 3: A better alternative
How management costs dramatically reduce the value of investments
Part 2: The cost of investing
Trailer for documentary-length film on passive investing
Passive Investing: The Evidence (trailer)
Do fund managers really beat the market?
Part 1: The outperformance myth
A 10-part documentary on the failings of the fund management industry
The trailer for the Sensible Investing documentary on the investing industry, How to Win the Loser's Game.
How to Win the Loser's Game: the Trailer
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.
How to Win the Loser's Game: Full Version
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.
How to Win the Loser's Game, Part 10
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.
How to Win the Loser's Game, Part 9
Indexing is the best option for the vast majority of investors. But is there ever a case for choosing an actively managed fund?
How to Win the Loser's Game, Part 8
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?
How to Win the Loser's Game, Part 7
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.
How to Win the Loser's Game, Part 6
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.
How to Win the Loser's Game, Part 5
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.
How to Win the Loser's Game, Part 4
Part 3 of this documentary on evidence-based investing looks at the dismal performance record of actively managed funds.
How to Win the Loser's Game, Part 3
In part 2 of this landmark documentary, we focus on the cost of investing.
How to Win the Loser's Game, Part 2
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.
How to Win the Loser's Game, Part 1
Global finance, investment and academic experts share their wisdom on some of the big investing questions.
A video blog on the ups and downs of investing in property
Is buy-to-let a good investment?
Why evidence, not emotion, should rule our investment decisions.
Why evolution has made us bad investors
A video shared by Close Brothers Asset Management
Do you do it passively?
Research shows that only a minute number of funds will ever beat the market on a sustained basis
How easy is it to outperform the market?
Burton Malkiel explains why it is hard to beat the market time after time
Why is it so hard to beat the market?
Why many financial bloggers and websites are coming out in favour of the passive approach
Passive investing is favoured by financial commentators
Passive investing can work for the small cap sector as well as blue chip stocks
Does passive work for all types of investments?
John Bogle on words of wisdom he received early on in his career
All you need to know about investing in three words
Why passive investing can be better for you psychologically
Passive investing is better for your health
Charles Ellis on how many active funds actually manage to beat the market
Beating the market and why active funds rarely do so
Why an investor's attitude to risk is important
The importance of risk and return
John Bogle explains why investors only receive about 30% of the total market return
How much do investors lose in charges and management fees?
Investing should be a long term proposition, says Charles Ellis.
Why investments should be like a good marriage
David Booth on why the passive investment experience makes for a better lifestyle
Passive investing: a better experience all round.
Prof. Anthony Neuberger on how a small difference in charges can impact so heavily on returns
Small charges make a big difference to returns
Gus Sauter on the growth of passive investing
The increasing popularity of passive investing
A series of regular and topical video blogs in which industry commentators, experts, academics and investors are brought together to examine the finer points of investing.
The phrase “active share” has been heard a lot in recent weeks. So what exactly does it mean? Why is it such a hot topic of conversation in the investing world? And what do investors need to know about it? In our latest video blog, Nick Motson from Cass Business School explains all.
Video blog: What is active share, and why is it important?
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.
Video blog: the shocking impact of charges on investment returns
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.
The market needs active managers - just far fewer 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.
Video blog: two key lessons you can learn from academic research
A new book by Larry Swedroe and Kevin Grogan explains how to reduce the risk of "black swans"
Video blog: How can you insulate your portfolio against major market downturns?
A new study by The Pensions Institute says success has little to do with skill.
Video blog: only 1% of fund managers consistently beat the market. Are they skilful or just lucky?
Taxpayers could save £660 million a year if government switched pensions to passive funds - with better performance, too.
Video blog: the report that lays bare the futility of active fund management
The remarkable success of this groundbreaking investing documentary
Video Blog: What They're Saying About Passive Investing: The Evidence
Dr Ros Altmann discusses the impact of the latest changes to UK investment regulations.
Video blog: Five key changes UK investors need to know about
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.
Video Blog: the remarkable story of The Investment Answer
Despite the RDR, many financial advisers are still evasive when it comes to revealing their charges.
Video blog: Why aren't financial advisers upfront about fees?
Why some investors buy shares the way we buy lottery tickets
Video blog: Why sensible investing is not a lottery
Dr David Chambers explains why technology 'bubbles' are nothing new
Video blog: how new is 'new era' thinking?
An interview with Professor Elroy Dimson
Video blog: Taking the long-term view
Even legendary economist John Maynard Keynes was caught out trying to time the market
Video blog: How Keynes gave up on market timing
An interview with Gerard O'Reilly, head of research, Dimensional Fund Advisors.
Dimensional and the importance of evidence-based investing
An interview by US evidence-based investing writer Wendy Cook with the founders of sensibleinvesting.tv
A sensible shot around the world
An interview with investing blogger, wealth manager and occasional Bogle critic Eric Nelson.
Breaking with Bogle
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.
Why are we so hooked on market forecasting? An interview with Morgan Housel
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.
Why 2014 was a watershed year for the UK fund industry
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.
Campaign for fairer investment industry hits a raw nerve
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.
Media bias towards active funds has to stop
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.
6 reasons why UK fund charges are a rip off
After two years, 150+ videos and more than 160,000 views, there's even more to the new sensibleinvesting.tv!
Welcome to the all-new sensibleinvesting.tv!
Are the changes to pensions announced in the budget a good idea?
All change for pensions
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.
Rise or fall – don’t let fear guide your investing behaviour
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.
Can you afford to put all your eggs in one basket?
There have been quite a few things to celebrate recently.
Reasons to be cheerful
Retirement used to be something to look forward to. But for the vast majority of working Britons, the reality is a little different.
Can you afford to retire?
Congratulations to Eugene Fama, who has been awarded the Nobel Prize in Economics along with Lars Peter Hansen and Robert Shiller.
Nobel prize for Eugene Fama
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.
Don't be misled by the closet trackers
Is it just us, or is the UK investment industry increasingly starting to resemble Premier League football?
Picking the winning team
Occasional interviews with key figures from the investing world.
Sensible Investing meets Michael Johnson, former policy adviser to David Cameron and staunch pension reformer.
Michael Johnson takes on the City
Interview with Dimensional co-founder David Booth
David Booth on the ‘science of investing’
Creator of the Capital Asset Pricing Model, William Sharpe is perhaps less well known than some of his fellow Nobel Prize winners...
William Sharpe: an unsung hero of passive investing
Co-author of 'The Investment Answer', Dan Goldie tells us how he made the transition from professional tennis to passive investing.
How Dan Goldie plays the winner's game
The founder of the True & Fair Campaign explains how investors are still being misled when it comes to fees.
Gina Miller On Campaigning For Transparency
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.
Elroy Dimson: learning from history
How much do emptions affect people's investing decisions? We asked indexing 'legend' Charles Ellis.
Charles Ellis and emotional investing
Government pensions adviser Ros Altmann talks about the welcome changes in the recent budget - and calls for even more transparency for pensions and investments.
Ros Altmann: More pensions transparency still needed
sensibleinvesting.tv meets Carl Richards, creator of the NYTimes 'Sketch Guy' column and behaviorgap.com.
An interview with behavior Gap's Carl Richards
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?
David Plecha: How worried should we be about the 'bond bubble'?
Regular, informative and easy-to-read downloadable white papers on topics of interest for investors. Published approximately every two months.
Our conclusions are that 15 years is a prudent lower limit to long-term and that diversification within equities – to value and small cap stocks – and between bonds and equities is valuable.
Acuity 51: How long is long term?
Why diversification sits at the very heart of good investing.
Acuity 50: The pain and pleasure of diversification
It can seem not much is happening on the surface, yet behind the scenes it’s a different story…
Acuity 49: It takes a lot of work to make this look easy
Can you keep your head when all about you are losing theirs?
Acuity 48: Don't panic when markets fall
Why reducing costs is more effective than paying for improved performance
Acuity 47: How to get what you don't pay for
What impact do world events have on your investments?
Acuity 46: Politics and portfolios
Is predicting the return on investments as accurate as forecasting the weather?
Acuity 45: Forecasting the investment weather
You don't need bonds. Until you need them.
Acuity 44: The name's Bond. Investment Bond.
How we behave when things get tough has a real impact on investment outcomes
Acuity 43: Taking the downs with the ups
What is the best way to use our retirement savings?
Acuity 42: Take it or leave it?
Are things as bad as they seem? Or do we need a bit of perspective?
Acuity 41: Don't worry, be happy!
Why risk is a better place to start than performance when planning your portfolio
Acuity 40: Keep on the right track
Is gold the safe haven everyone seems to imagine?
Acuity 39: All that glistens...
What is risk and what effect can it have on your investments?
Acuity 38: How deep is your risk?
Can you trust yourself to be a good investor?
Acuity 37: These foolish things...
How investing behaviour should change over the course of a lifetime
Acuity 36: If I were a rich man...
Two videos featuring Carl Richards, the 'Sketch Guy' and creator of behaviorgap.com, on the destructiveness of investor behaviour and how advisers can make investing a better experience for their clients.
Behavior Gap's Carl Richards on the four key things advisers can do to improve their clients' investing experience.
Carl Richards on... Improving Client Experience
Behavior Gap author Carl Richards on the destructive nature of investor behaviour
Carl Richards on... Investor Behaviour
A look at emerging markets from an historical perspective. With Prof. Paul Marsh of the London Business School.
Are success factors the same for emerging markets as for developed markets?
Why investors in emerging markets should focus on value
Do recent events mean emerging markets should be avoided by investors?
What can history tell us about emerging markets?
How much do you think you know about emerging markets?
Four surprising facts about emerging markets
Smart Beta is one of the investing industry's latest buzzwords. But what is it, and how does it differ from passive investing as we have always known it? In this four-part series, we look at the range of differing opinions in the industry. Plus, we meet two investors who believe that Smart Beta represents the future of investing.
The final part in our series exploring the phenomenon of smart beta
A Dummy's Guide to Smart Beta, part four
Part three of a four part series exploring the phenomenon of smart beta
A Dummy's Guide to Smart Beta, part three
Part two of a four part series exploring the phenomenon of smart beta
A Dummy's Guide to Smart Beta - part two
Part one of a four part series exploring the phenomenon of smart beta
A Dummy's Guide to Smart Beta - part one
What makes fund managers tick? A series of videos looking at the psychology and motivating factors that drive fund managers. Featuring Prof Richard Taffler and Prof David Tuckett.
The last of four videos exploring what makes fund managers tick.
Fund Managers Uncovered, part four
The third of four videos exploring what makes fund managers tick.
Fund Managers Uncovered, part three
The second of four videos exploring what makes fund managers tick.
Fund Managers Uncovered, part two
The first of four videos exploring what makes fund managers tick.
Fund Managers Uncovered, part one
An 8-part series looking at the lessons we can learn from the history of the stock market. Contributors include Charles Ellis, Weston Wellington and Prof. Elroy Dimson.
Trailer for Stock Market History - A Crash Course
What have we learned from stock market history?
The final instalment in an eight part series
Stock Market History: A Crash Course for Investors, part eight
Part seven of an eight part series
Stock Market History: A Crash Course for Investors, part seven
Part six of an eight part series
Stock Market History: A Crash Course for Investors, Part six
Part five of an eight part series
Stock Market History: A Crash Course for Investors, part five
Part four of an eight part series
Stock Market History: A Crash Course for Investors, Part four
Pert three of an eight part series
Stock Market History: A Crash Course for Investors, Part Three
Part two of an eight-part series
Stock Market History: A Crash Course for Investors, Part Two
Part one of an eight-part series
Stock Market History: A Crash Course for Investors, Part One
A four-part series on the intellectual foundations of the passive approach to investing.
The final part of a four-part series exploring the foundations of passive investing
Passive Investing Theory, part four: Portfolio Theory
Part three in a four-part series exploring the foundations of passive investing
Passive Investing Theory, part three: Market Efficiency
Part two of a four part series exploring the foundations of passive investing
Passive Investing Theory, part two: The Random Walk
Part one of a four-part series exploring the foundations of passive investing
Passive Investing Theory, part one: Investing vs. speculating
The Retail Distribution Review came into force on 31 December 2012 with a promise to be one of the biggest shake ups in the financial industry for decades. With contributions from leading industry commentators, this three-part video guide explores what the new regulations mean for investors.
The final part of a three-part guide to the UK retail distribution review
RDR: a guide for investors - part three
Part two of a three-part guide to the UK retail distribution review
RDR: a guide for investors, part two
Part one of a three-part guide to the UK retail distribution review
RDR: a guide for investors - part one
The latest academic and market evidence about the costs and performance of active and passive investing
A legacy pension audit by the Independent Project Board reveals £26bn exposed to high charges of up to 3%
Defined contribution workplace pensions: The audit of charges and benefits in legacy schemes
A report outlining ten key policy measures for Europe to tackle inadequate returns on pension savings.
Pension Savings: The Real Return 2014 report from Better Finance for all
”It is simply not worth paying the vast majority of fund managers to actively manage assets”
Pensions Institute: New evidence on Mutual Fund Performance
How the UK Government is wasting £660 million a year on active investing
Hymans Robertson report into the performance and cost of the Local Government Pension Scheme
Wenn Sie mehr Informationen erhalten möchten oder Fragen haben, besuchen Sie unsere Webseite oder kontaktieren Sie Richard Wood unter [email protected] oder Robin Powell unter [email protected]
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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].
High-quality subscription content for financial advisors in New Zealand
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].
High-quality subscription content for financial advisors in the USA
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].
High-quality subscription content for financial advisors in Canada
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].
High-quality subscription content for financial advisers in Australia
From 2015, Sensible Investing will be providing financial advisers with high-quality subscription content. To find out more, contact Richard Wood at [email protected].
High-quality subscription content for financial advisers