Vanguard's secrets, ETF bubbles, how big can Vanguard get & the future of ETFs, with Balaji Gopal

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
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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 management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

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