Leveraging the satellite component of a portfolio
Update: 2025-12-08
Description
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.
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