At New Light our focus is on the pooled investment products – Unit Trusts, Investment Linked Policies, and Exchange Traded Funds. Our goal is to help financial advisors make profits for their clients by offering these products. We aim to make investing easy while keeping it real.

We look at investing by separating what we can control from what we can’t. We focus on the things we can control using research and evidence. We analyze 30 years of data on stocks and bonds to answer the most important questions faced by investors. These questions focus on the balance between the investment horizon (something we can control) and market volatility (something we can’t), the periodicity investments (something we can control) and predictability (something we can’t), as well as cost (something we can control), and the challenge of outperforming the market (something we can’t control).

Our approach is inspired by Peter Bernstein’s quote: “Risk in investing is inescapable and not an incidental anomaly.” This means that bad events will happen, and since we can’t predict them, we must accept them as part of investing. We believe that investors should have simple, practical skills that are easy to understand and relate to everyday life, based on the basic nature of the key asset classes – equites and fixed income.

Finally, we believe in keeping things simple and clear in our presentations. We follow the idea that less is more. That’s why all our presentations are limited to ten slides. This helps us focus on the most important ideas and make sure we’re providing clear, actionable advice for both financial advisors and their clients.