Moving The Portfolio To ETFs & Index Funds? Things To Consider Before You Do.

There's an increasing ask from clients and contacts for what I would call "indexing" within the portfolio. Whether it's a desire to simplify the underlying holdings, increase internal management or questioning the benefits of more complex implementation, family office investment teams are increasing their use of ETFs and index funds.

But they are not a panacea, they are a vehicle. And there is no such thing as "passive" investing because every decision is an active one. Just because there's a smaller number of constituents, it doesn't mean there isn't portfolio management work to be done and decisions to be made.

In the latest episode of the Family Office Sherpa, I dig into this theme and what offices should consider and manage if they are going down this track.

Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Advisors Pty Ltd (AFSL No.430126). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors. Nothing in this podcast (Communication) constitutes an investment offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice.