Episode Details

Balaji Gopal is the Head of Adviser Services at Vanguard Australia and one of the key people of the Vanguard organisation here in Australia.

In this Australian Investors Podcast episode, Balaji Gopal joins Owen Rask to talk about:

1. Portfolio construction & why investors are flocking to index funds and ETFs

2. Nuances in the debate of active versus passive and Vanguard's modelling ethos for portfolios models over time (i.e. where active might work, or not), how the performers are calculated, etc. all stuff he'd get on the active versus passive debate daily. 

3. The rise of Vanguard - why has Vanguard been an amazing institution (talking about the culture of clients/members globally, how decisions are made, how he thinks about leadership, the push into Super and platform, etc. how those decisions are made...) 

4. Diversified ETFs and how good they are, how they are constructed, why you chose managed funds over other ETFs inside them; maybe also a chat about Vanguard's 'active' strategies - why those were chosen

5. The index fund 'bubble, crossing days, and how Vanguard manages liquidity behind the scenes

6. The future of indexing -- will we see a rise of direct indexing and DIY ETFs in Australia?

Resources

• VIDEO VERSION
• Vanguard Australia
• Balaji on LinkedIn
• Vanguard fund compare tool
• Vanguard index charts
• Rask Events Roadshow: https://www.rask.com.au/road
• ASK A QUESTION HERE
• Join Owen's Rask Core 🌏 – $9.99 per month
• Get financial planning advice
• Mortgage broking
• Owen’s FREE investor bootcamp: bit.ly/rask-analyst

Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

~~ Our amazing partners ~~

Download the free Investing in Gold report from Rush Gold

Do you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-gold

J.P. Morgan Asset Management

The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under managem