Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
All content for The Finance Geeks Podcast is the property of thefinancegeekspodcast and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
Episode 9: Investing Uncovered – Behind the Scenes of Portfolio Management
The Finance Geeks Podcast
43 minutes 20 seconds
9 months ago
Episode 9: Investing Uncovered – Behind the Scenes of Portfolio Management
In this revealing episode of The Finance Geeks, the curtain is pulled back on the portfolio management control room. Warren and Paul kick off by exploring the meaning of portfolio management and why transparency is key in the world of investing. Each introduces his core investment philosophy—grounded in evidence-based decision-making and a focus on controlling costs, asset allocation, and risk.
Next, the discussion dives into the nuts and bolts of the investment process and details each approach to portfolio construction. Warren and Paul break down how they balance equity, bonds, property, and commodities while incorporating factor investing to capture market premiums.
Finally, the backbone of their strategies is revealed—the Investment Policy Statement (IPS). Learn how rigorous research and detailed documentation ensure a consistent, structured approach to managing portfolios. Tune in for an insider’s look at how these financial planners invest, and see exactly what goes on behind the scenes to keep their strategies sharp and their performance on track.
==========================
Chapters: 0:00 - Intro
8:46 - The Focal Point: How We Invest - Behind the Scenes of Portfolio Management
==========================
Follow us our our social media channels:
Instagram: https://www.instagram.com/thefinancegeekspodcast/
X: https://twitter.com/TheFinanceGeeks
YouTube: https://www.youtube.com/@thefinancegeeks
==========================
Podcast Reference Links:
PC Gym Workout – Shoulders and Chesthttps://tandemfp.sharepoint.com/:b:/s/Tandem/Ee2-UAPYofVAtSsxfYwj-oMBaQyRYSH7kSOCTlQMFvFOzw?e=yrLebq
Charlie Hodgsonhttps://en.wikipedia.org/wiki/Charlie_Hodgson
Airplane II: The Sequelhttps://www.imdb.com/title/tt0083530/
Airplane II: The Sequel Quoteshttps://www.imdb.com/title/tt0083530/quotes/
The Fat Duck Restauranthttps://thefatduck.co.uk/
Tandem’s Core Investment Philosophyhttps://tandemfinancial.co.uk/wp-content/uploads/2024/01/Tandem-Core-Investment-Philosophy-Jan-2024.pdf
Dimensional Fund Advisorshttps://www.dimensional.com/
Vanguardhttps://www.vanguardinvestor.co.uk/
This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
The Finance Geeks Podcast
Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
