Tahli Cavagnino
speaker
599 appearances
2 recordings
1 series
first heard May 2026
last heard 17 Sep
Tahli Cavagnino’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.
Appearances
Um Interesting.
Yes.
Uh firstly, um, we should talk about how index funds work.
Um, so basically, with an index investment option, the investment manager buys assets in the same weighting as they would occur in that particular index.
And their goal is to track the index um and duplicate the returns, whether it's up or down.
Um so pretty simple and therefore when we're looking at it in the context of a super fund or even outside, like there's
Very cheap.
Um, if we're comparing like off the top of my head, um
ART, their index option is about 0.04% versus the diversified option being uh I think it's like point seven percent.
Um so it's very different.
And when you're working with large balances,
Obviously that becomes more meaningful.
Uh, but my opinion is that when you're getting closer to retirement
Moving away from a pure index approach is very, very important despite the cost.
Uh, and the main reason that I think it's more important as you get close to retirement is because more so the um the protection from downside.
So when we look at charts that compare um
the capture of negative returns.
Um
For an index investment option versus a diversified high growth investment option, typically your index approaches capture more of the downside.
Right.
Showing 241–260 of 599 · page 13 of 30
← Previous
Next →