As core satellite investing – which offsets a passive core with some more aggressive ‘satellite’ investments – makes headway in the mass affluent and high-net-worth space, Elisa Trovato reports on how new players entering the market are offering their own take on the concept
Well-executed active management has the potential to add value relative to a static asset allocation implemented through index funds. Francois Passant at Vanguard Investments, explains the importance of asset allocation, the case for indexing and role of active funds in core-satellite portfolios