Many Happy Returns

Don't be fooled by 'Dreamwashing'

Dec 7, 2022

41:19

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Highlights

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Episode notes

The Real Dream Is to Be a Meme Machine

01:38

The Tracking Error in Index Trackers

01:57

How to Choose the Right Financial Advisor

01:44

Introduction

2min

Active Managers

2min

Active Management Secretly Implementing a Passive Strategy

2min

Closed Index Trackers Are Bad for Investors

2min

Performance Fees - Why You Shouldn't Get a Performance Fee

2min

Closet Indexing and Investor Outcomes

2min

The Tracking Error in Index Trackers

2min

What's the Difference Between a Closet Indexer and an Active Manager?

2min

Active Funds - Why Would You Buy an Active Fund?

2min

10.

Is Dreamwashing a Good Idea?

2min

11.

Is St. James's Place a Good Investment?

2min

12.

St. James's Place - The Secret Diary of St James' Place Advisor

2min

13.

The Fees for St. James's Place Are Still High Even Today

2min

14.

What Are the Fees and Charges of Wealth Management Companies?

3min

15.

The Real Dream Is to Be a Meme Machine

2min

16.

Greenwashing ESG Funds

4min

17.

Do You Need a Financial Advisor?

1min

18.

Is There a Good Financial Advisor?

2min

19.

How to Choose the Right Financial Advisor

2min

20.

Financial Advice

3min

The investment world is full of attempts to milk us for fees and capital. But how is it done? Simply take a humdrum product, dress it up in exciting clothes, and sell the dream.

Is your active fund secretly tracking an index? Is your favourite meme stock hiding faltering performance with gimmicks? Who’s actually paying for that champagne lunch with your financial advisor?

Today, we coin a new term for this phenomenon: Dreamwashing.

And in today’s Dumb Question of the Week: Do you need a financial advisor?

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Get in touch

📧 mhr@pensioncraft.com

🎧 many-happy-returns.captivate.fm

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

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Many Happy Returns

Don't be fooled by 'Dreamwashing'

The Real Dream Is to Be a Meme Machine

The Tracking Error in Index Trackers

How to Choose the Right Financial Advisor

Selected links

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

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Discoverhighlights

Get the Snipd
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