ANALYSIS: The problem is that consumers are in no position to understand whether they have been treated fairly.
ANALYSIS: What strategy will preserve the real value of investors’ savings for their children and grandchildren, charities, etc?
ANALYSIS: Understanding what you are paying and how it affects your financial well-being is a worthwhile exercise.
ANALYSIS: Quantifying the long-term impact of asset management fees.
ANALYSIS: Morningstar analysis needs further perspective added for retail investors.
ANALYSIS: Even a 1% total annual fee is a big deal for anyone with an interest in the residual assets.
ANALYSIS: Bottom line was that it was no longer okay to sit around drinking cups of tea and being polite with their co-trustees.
ANALYSIS: A reminder that trustees can be personally liable for breaching their duty to invest prudently, diversely.
ANALYSIS: A trustee should be more cautious and take less risk than if the trustee were investing for him/herself.
ANALYSIS: What were the big reasons for the poor performance of this particular portfolio relative to the benchmark?