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Not sure why you were downvoted, it's true. A market competitor hasn't come out yet with a flat fee structure, but with the FinTech battle heating up between algorithmic advisors I believe its an inevitable product/price offering.

A billion dollars buys a lot of developer and data scientist time.




Not only that but does it really take double the effort for an invement manager to manage $100B compared to $50B?



A couple problems with that --

1. Studies that say "XX% of active managers don't beat an index" include every tiny poorly managed fund. The best attractive lots of capital; Bridgewater has $169 billion under management and has a long track record of large outperformance.

2. A lot of investors aren't trying to beat the market per se -- that's in your own link. If you own safe investments during a bull market, you underperform... but if it (ideally) makes you less susceptible to both boom and bust, that could be a good trade depending on what you're doing. If you're an insurance company or pension fund, you probably want stability more than squeezing every last basis point out of your investments.

Anyway, I could give you many criticisms of many aspects of finance, but I think "index > active management" is a bit simple.


1. Studies that say "XX% of active managers don't beat an index" include every tiny poorly managed fund. The best attractive lots of capital; Bridgewater has $169 billion under management and has a long track record of large outperformance.

The second study linked found

Only 0.6% — you read that right, 0.6% — showed any true skill at beating the market consistently, “statistically indistinguishable from zero,” the three researchers concluded.

So your cavets, whilst valid, I don't think go anywhere near disputing the central point.


these are great points. I'd love to hear more of your criticisms


No, but you may not be able to find a quality manager to manage the investment for a flat fee


With an index fund you don't need one, you're just tracking the indices published by S&P/Barclays/etc.


Sure you can. It's just that that flat fee is going to represent .5% of your investment or more.




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