Just the facts: Unpacking Evidence-Based Investing (EBI)
For our last In the Room of 2021, host Stephen Backhouse sat down with Coreshares’ MD, Gareth Stobie, and Head: Product and Client Solutions, Chris Rule, to look at how adopting EBI principles can help you meet your client’s investment goals.
The webinar was broadcasted live from CoreShares’ offices in Sandton and we learnt a bit about Gareth’s involvement in The Rhino Peak Challenge.
About the Webinar
The role of the financial adviser has changed dramatically in recent years due to the proliferation of investment products and downward pressure on fees. Advisers who can minimise overall fees and deliver on the long-term goals of the client set themselves apart. Using evidence-based investing (EBI) principles can provide a key support in these endeavours.Quite simply, evidence-based investing removes the guesswork from trying to make short-term predictions about markets and individual companies and, instead, focuses on long-term observations of markets. Investment decisions are underpinned by facts and empirical evidence.This conscious decision to dial down the noise allows advisers to focus on their most critical role, namely, encouraging investors to stay the course and remain invested, so that they remain aligned to their long-term financial goals.
Topics covered include:
About Coreshares
CoreShares is one of Africa’s leading passive investment management businesses. We specialise in index-tracking investment solutions across Exchange Traded Funds (ETFs), Unit Trusts and segregated mandates (for institutions).CoreShares is a fully-fledged medium sized investment manager with over R10billion under management. Thanks to our strong corporate backing we have been able to invest in dynamic people and best in class systems to deliver strong financial products and outcomes.At CoreShares we are striving to perfect a passive investment approach which is derived from studying all the evidence available and interpreting our learnings scientifically into strategies we feel certain will yield the best and most reliable returns for our clients and their clients in turn.We understand better than others that it is not about rands and cents alone but something far more important: that priceless sense of freedom. That in the future you should be free from worry. To do the things you’ve longed to do. To be independent. To be generous.Providing investors with this sense of freedom is at the heart of what we do at CoreShares, and our team shares this common purpose.
