About this episode

Dan Caps discusses the evolution of index investing and the nuances of modern portfolio management.

Why do professional investors increasingly avoid the phrase " passive investing "? Dan Caps, portfolio manager at Evelyn Partners, argues that modern index investing is anything but passive. From factor exposures and asset allocation to tactical implementation and disciplined rebalancing , today's portfolios are far more nuanced than many investors realise. In this episode of Asset Allocator , we explore how index investing has evolved, where managers can still add value and why the future may belong to portfolios that blend active and index approaches. Timestamps 00:00 - Introduction and what do we call index investing? 06:17 - Asset Allocation & Market Performance 10:33 - Rebalancing & Market Volatility 15:25 - Client Cost & Index Solutions 20:03 - Index Concentration Risks The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter . Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: Asset Allocator

Guest: Dan Caps

Topics covered

• passive investing
• index investing
• asset allocation
• tactical implementation
• rebalancing
• active management

Keywords

• passive investing
• index investing
• asset allocation
• rebalancing
• market volatility
• investment strategies

Mentioned in this episode

Organizations: Evelyn Partners

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