Ricardo Research has been established to inform, advise and assist pension, charitable and sovereign wealth funds on the key aspects of their approach to investing.

We are keen to work with institutional funds who already recognise the failings of traditional investment approaches to help design more effective long-term strategies.

Our Services Include

Education

Education sessions for investors wishing to engage with the practical implications of the theory developed at the Paul Woolley Centre

Advice

Portfolio reviews designed to assess the strengths and weaknesses of an existing portfolio structure in light of the new theory

Assistance

Interactive discussions focused on the private and social costs associated with the approach to decision-making and monitoring portfolios over time

To contact us, please e-mail info@ricardoresearch.com or complete the form below.

Our Blog

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of our latest blogs

Defensive diversification

By treating diversification as an unmitigated good, investors by and large ignore the damage that it does to returns. We would do well to channel Buffett who once remarked that “diversification is protection against ignorance; it makes little sense if you know what you’re doing.” The outcome of an obsession with benchmark-relative performance together with principal-agent problems is “defensive diversification”.

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Asset mispricing: the ignored externality

The externalities of greatest interest in contemporary discussion typically fall under the E, S and G headings. However, this leaves a critically important externality – that of asset mispricing – largely ignored. Asset owners should broaden their awareness of the externalities that arise from their investment approach.

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