• Home
  • Episodes
  • About
    • Awards
  • Contact

Make the most of your money

martin@icfp.co.uk
Informed Choice RadioInformed Choice Radio
  • Home
  • Episodes
  • About
    • Awards
  • Contact
Abraham Okusanya

ICR 114: Multi-asset funds vs Brainless Portfolios

16/09/2016 Posted by Martin Bamford Interview, Podcast No Comments

 

In this episode of Informed Choice Radio, Martin talks to Abraham Okusanya, founder of research firm Finalytq, about new research into multi-asset investment funds.

There is also a roundup of the latest personal finance news and an update from the world of Informed Choice.

Subscribe in iTunes | Click to listen now | Right click to download episode

Multi-asset funds vs Brainless Portfolios

In this episode of Informed Choice Radio, Martin speaks to Abraham Okusanya, founder of investment research firm Finalytq.

I invited Abraham onto the podcast because he has been causing something of a storm in the world of retail financial services this week.

It’s because of the publication of his latest research, which found that the massive multi-asset fund market is doing a disservice to investors, generating far lower returns than the cheaper alternatives.

The report claims that multi-asset fund managers are “not only genuinely unskilful” but “systematically reduce clients’ odds of accomplishing their objectives”.

As part of the research, Abraham rated 65 different multi-asset funds, looking at their charges and performance, as well as the financial strength of the fund provider.

Of these 65 funds, he only identified one fund considered to be excellent value for money, with only 6 rated as good. The other 58 funds were scored as either fair or poor.

This is an important topic for investors, as many billions of pounds are invested in these multi-asset funds. They are often seen as set it and forget it portfolios, which require little involvement from investors once the initial decision has been made to invest.

Right click here and save as to download this episode to your computer

Personal finance news update

-The new Chancellor Philip Hammond has set a date for his first Autumn Statement, which will be presented to Parliament on Wednesday 23rd November.

-Nearly half of UK employees are suffering from a crisis of confidence when it comes to making financial decisions.

-Interest rates have remained on hold at 0.25%, with the Bank of England saying another interest rate cut is a possibility.

-Price inflation has remained steady at 0.6% in the year to August.

-The new plastic £5 note has entered circulation this week, although many parts of the country will have to wait to get their hands on one.

Useful links mentioned in this episode

–Abraham Okusanya on Twitter

–FinalytiQ

–Martin interviewed on Share Radio for Pension Awareness Day

–Show Your Work by Austin Kleon

–Team, It’s Only Radio by John Myers

Get answers to your personal finance questions

Do you have a personal finance or investing question for Martin?

Email martin@icfp.co.uk or ask on Twitter @martinbamford.

You can call our dedicated podcast voicemail line on 020 8144 2745 with your question or visitwww.speakpipe.com/InformedChoicePodcast to leave an online voicemail.

Help us spread the word!

Thank you for listening to this episode of Informed Choice Radio. Please use the comments section below to share any feedback you have.

If you enjoyed this episode, please share it by using the social media buttons on this page.

If you enjoy the show, please subscribe in iTunes and write us a review! Reviews really help us stand out from the crowd and reach more listeners.

Subscribe in iTunes | Click to listen now | Right click to download episode

No Comments
0
Share

About Martin Bamford

Your host for Informed Choice Radio is Martin Bamford, an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. Martin is Director of Client Education at Informed Choice and the author of several personal finance books including The Money Tree, Brilliant Investing and How to Retire 10 Years Early.

You also might be interested in

ICR 115_ David Stein, Money For The Rest of Us

ICR 115: David Stein, Money For The Rest of Us

Sep 21, 2016

What happens when a money manager responsible for billions of[...]

Jo Thresher

ICR187: Jo Thresher, Better With Money

Mar 15, 2017

My guest on the podcast today is Jo Thresher, author[...]

What We Think When We Think about Wealth, with Dr Rainer Zitelmann

What We Think When We Think about Wealth, with Dr Rainer Zitelmann

Dec 7, 2020

What do people think about the rich? While the study[...]

Leave a Reply

Cancel Reply

Latest episodes

  • Expensive Funerals & Risky Bitcoin
  • What were the top 10 Informed Choice Radio episodes in 2020?
  • What does a no-deal Brexit mean for your money?
  • What an international tax laywer thinks about a one-off wealth tax in the UK
  • Covid cards, lottery ban, & mysterious monoliths

Subscribe to Informed Choice Radio

 

Like us on Facebook

Get social with us!

About us

Welcome to Informed Choice Radio, the personal finance podcast all about achieving your financial goals and living a better life.

Find us here

  • Martin Bamford
  • Informed Choice Ltd
  • Sundial House, 20 High Street
  • 01483 274566
  • martin@icfp.co.uk
  • www.icfp.co.uk
  • martinbamford

Fresh from our podcast

  • Expensive Funerals & Risky Bitcoin
  • What does a no-deal Brexit mean for your money?
  • What an international tax laywer thinks about a one-off wealth tax in the UK
  • Covid cards, lottery ban, & mysterious monoliths
  • What We Think When We Think about Wealth, with Dr Rainer Zitelmann

© 2021 · Informed Choice Ltd. Site by Bamford Media

  • Home
  • Contact
Prev Next
This site uses cookies: Find out more.