In the latest Investment Insights interview in partnership with Vanguard, ETF Stream speaks to Sebastian Lewis, senior strategist at Vanguard’s Advisory Research Centre, about the key factors investors should consider when selecting an index fund manager.
Lewis explores why ownership structure matters and why scale can be a significant advantage for investors.
He also explains how index replication methods vary across asset classes and why tracking error and tracking difference should both be assessed when evaluating fund performance.
Finally, the conversation looks at how Vanguard approaches securities lending – balancing generating income with risk management – and why high-quality collateral and working with trusted partners are important.
