Asset Allocation Doesn’t Matter –The Rise of Robo Funds

Featuring Meb Faber

Popular financial blogger and author Meb Faber is at the forefront of the robo-advisor revolution shaking up the financial advisory business, removing the historical associated costs of asset allocation and now adding a tactical component.

In this interview, Meb’s research demonstrates that asset allocation doesn’t really matter anymore, in an index following, beta chasing industry, while giving his desert island picks for a diversified portfolio.

Published on
14 November, 2016
Topic
Portfolio Management, Micro, ETF
Duration
56 minutes
Asset class
Bonds/Rates/Credit, Equities
Rating
32

Comments

  • JF

    John F.

    9 12 2016 14:35

    0       0

    When I hear managers take a twenty-five year average expected return perspective, I cringe. My research shows you must identify factors that have historically warped the returns, whether by indices, or by sector, or by industry. And if you can identify where we are today relative to what is over the horizon, then you can choose investments with a greater probability to outperform.

  • ET

    Erik T.

    16 11 2016 21:11

    8       0

    Great interview. If you want to compare diffrent passive portfolio allocations. Have a look at portfoliocharts.com great free site with visual charts created by another engineer

  • MA

    Mark A.

    15 11 2016 12:23

    4       0

    Quant, passive, fin tech, trend following, Investments in deplorables. Buzzword bingo blew my brain but I loved this talk. Good, actionable thinking from someone who knows their subject matter inside out. Thanks.

  • ES

    Edward S.

    15 11 2016 06:05

    4       0

    Everyone thinks they're a distressed investor now. Yep.. Some of the funniest stories/anecdotes come from the swashbuckling heroes diving into Italian NPLs. sight unseen. whoops.

    This another RV video that was better than I thought it would be. Passive investing is usually a nauseating topic because of the failure to address crowding 'dilemma'. For anyone that think this is that.. it's not. Great data

  • RA

    Robert A.

    15 11 2016 02:42

    7       0

    Just outstanding. Usually when I click "watch again" I mean "when I get time"----this one is "I will MAKE time!". So, over 30 years you take the best allocators on the Planet and....wait for it...it comes down to the fees from low 10% to high 90%---now THAT is a data point!...Well Raoul, what about his switch seats challenge at the end?

  • PC

    Peter C.

    15 11 2016 02:22

    1       1

    I like this all numbers and facts guy. Meb is so well read in this investment world of ours and tells it as it is.

  • dp

    danijel p.

    15 11 2016 01:31

    4       2

    You guys had a drink before the interview, didn't you. ;)

  • de

    dale e.

    14 11 2016 20:58

    4       3

    Great interview. I always learn on RV im just not sure what i learned here.

  • AH

    Andreas H.

    14 11 2016 18:55

    2       1

    Another Systematic Trader, Investor! Great!