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History of the Indexing Revolution

History of the Indexing Revolution

FromThe Empowered Investor


History of the Indexing Revolution

FromThe Empowered Investor

ratings:
Length:
26 minutes
Released:
Nov 19, 2020
Format:
Podcast episode

Description

In our last three shows, we covered three principles of evidence-based investing, culminating in using index-based or passively managed investment strategies to act as an engine within your diversified portfolio.But when we talk about index-based investing, we’re often met with, “I’ve never heard of it before. Is it a new thing?”Although you may not have heard of it, indexing isn’t a short-term fad. The indexing revolution started way back in the 1970s and completely changed the way we think about investing. There is an amazing 50-year history behind indexing and that’s what we’re sharing today.On this episode, Ruben and I talk about why we believe indexing is an investment revolution, the academic theories and early institutional adopters in the 1970s, ow John Bogle empowered the world, why we believe we’re at a tipping point with Canadian investors and index-based investing, what you can do right now to improve your portfolio, and so much more!Thank you for listening!Key Topics:·      Why we believe indexing is an investment revolution (1:41)·      The 1970s birth of the indexing revolution (3:20)·      Eugene Fama’s market efficiency theory (5:23)·      What Burton Malkiel’s research showed about the inherent problems with active investing (7:38)·      The brave, early institutional adopters of index-based investing (8:37)·      How John Bogle of Vanguard made index-based investing available to the public (10:06)·      Industry pushback and bullying (11:00)·      What makes Vanguard different (11:53)·      How John Bogle empowered the world (12:53)·      Why you don’t see index funds advertising as mutual funds do (14:40)·      How the economic downturn of 2007-2008 catalyzed the sped up the indexing revolution (15:51)·      When indexing first became available in Canada (17:11)·      The creation of the exchange-traded fund industry (18:08)·      Canadian participation in the indexing revolution (19:09)·      Structural issues affecting Canadian adoption of index-based investing (20:30)·      Why we believe we’re at a tipping point with Canadian investors and index-based investing (23:09)·      What you can do right now to improve your portfolio (24:40)·      And much more!Thanks for Listening!Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112Follow Tulett, Matthews & Associates on social media on LinkedIn, Facebook, and
Released:
Nov 19, 2020
Format:
Podcast episode

Titles in the series (93)

If you've ever felt overwhelmed by the sheer volume of choices and voices in the Canadian financial services industry, The Empowered Investor Podcast can transform your investment experience and increase your odds of becoming financially secure – forever. With his simple, straightforward approach, host Keith Matthews cuts through the noise to help you make better decisions and discover the best investment and planning strategies for you and your family. As a portfolio manager and advisor at Tulett, Matthews & Associates, Keith has spent twenty-five years helping investors achieve their financial goals using the same planning and portfolio principles discussed in The Empowered Investor podcast. Always an advocate for investors, Keith has spoken at global conferences, been quoted in many Canadian newspapers and magazines, and recently published the new and revised 4th edition of his book, The Empowered Investor. To learn more about Keith’s client advisory services or to request a complementary copy of the latest edition of The Empowered Investor, please visit www.tma-invest.com