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



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