The Asset Allocator Podcast

Asset Allocator is a news and analysis service tailored to the needs of UK wealth managers, fund selectors and discretionary fund managers.

Author: Asset Allocator

Every week the Asset Allocator Podcast discusses the big issues in UK fund selection, the major investment trends of the moment, and exclusive data on how wealth managers are positioning their portfolios. They'll be joined by guests from across the profession to unpick some of these trends.Asset Allocator is a news and analysis service tailored to the needs of UK wealth managers, fund selectors and discretionary fund managers. Our proprietary fund and asset allocation data, compiled using information provided by the UKs leading DFMs, provide unique insights into the issues that drive investment decisions. To sign up to the free newsletter, click here. Hosted on Acast. See acast.com/privacy for more information.
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Language: en

Genres: Business, Investing

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Is Passive Investing still passive?
Wednesday, 1 July, 2026

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.Timestamps00:00 - Introduction and what do we call index investing?06:17 - Asset Allocation & Market Performance10:33 - Rebalancing & Market Volatility15:25 - Client Cost & Index Solutions20:03 - Index Concentration RisksThe 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.