Articles and Insights

We have curated various articles from external providers that we believe is worth reading. We have also produced our own insights on matters that we believe to be important for IFA’s benefit.

Wisdom of Great Investors

How behaviors and beliefs sabotage success.

Posted on Davisfunds.com

The fatal disconnect

In the Book of Genesis, God gives Adam and Eve dominion over all the earth, forbidding them only from tasting the fruit of the knowledge of good and evil.

Performance Paradox

State Street’s Center for Applied Research presents the concept of personal performance in its 2012 whitepaper entitled The Influential Investor: How Investor Behavior is Redefining Performance. Conceptually,

kitces.com-Using Age Banding

The very essence of saving for retirement is to accumulate a nest egg sufficiently large enough to replace the retiree’s employment income and sustain a stable standard of living throughout retirement.

Folklore of Finance Report

How beliefs and behaviours sabotage success in the investment management industry.

Evolution of Vanguards adviser alpha

Trends in the investment advice industry—regulation, fees, and technology-enabled competition—likely will continue to shape the contours of the advice industry and mold client satisfaction.

Death Taxes & Short Term Under performance International Funds

Since the Brandes Institute first published its “Death, Taxes and Short-Term Underperformance” pieces more than 10 years ago, they have become a staple among constituents who regularly ask for updates and/or variations on the original theme.

Be Guide

The editor would like to thank Andreas Haberl and Chelsea Hulse for their help with this year’s BE Guide and Robert Metcalfe for writing a guest editorial.