Why a ‘core and satellite’ approach can be a game changer

Produced in partnership with Vanguard Australia.

An increasing number of advisers are adopting a core and satellite approach to portfolio construction. With this approach, the satellite sleeve can be an alpha-generating game-changer, however, proper execution is essential and can be easily overlooked.

In this episode of the Shape of Advice podcast, Professional Planner editor Chris Dastoor is joined by Vanguard Australia head of multi-asset Matt Cho, Evidentia Group chief investment strategist Nathan Lim and Apt Wealth Partners CIO Sarah Gonzalez.

The panel discusses the core purpose of the satellite sleeve, how to maintain strong governance, and how asset consultants determine when it’s time to replace a manager.