This week on IFA Talk, in partnership with Evelyn Partners, we take a deep dive into passive investing, and how it has evolved over the years.
Joining Matt and Sue to unpack this is Dan Caps, who heads up Evelyn Partners’ Index MPS proposition. Dan guides us through the changes to passive investing over the years, looking at not just costs, but some of the other factors which are drawing investors towards those passive investment strategies.
He also alleviates some of the concerns around concentration and index construction, revealing how companies like Evelyn Partners can ensure that portfolios remain resilient despite the challenges they face.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
Dan Caps
Dan joined Evelyn Partners in January 2019, when the Moore Stephens Wealth Management Team joined what was then Tilney. Prior to this, Dan ran the passive and factor-based investment proposition at Moore Stephens for 12 years.
Dan is the Portfolio Manager on Index MPS, a member of the Passive Fund Research Group, and runs bespoke passive and factor-based portfolios for private clients, corporates, charities and trusts. He is a Chartered Financial Analyst and holds the Diploma in Financial Planning.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
