Making the most of beta

Professional Adviser
clock

Each month, ETFM interviews a leading fund manager on how they use ETFs in their portfolio. This mon...

Each month, ETFM interviews a leading fund manager on how they use ETFs in their portfolio. This month, Raj Basra, investment director at Deutsche Bank Private Wealth Management, explains his strategies to Emma Oakman Emma Oakman: You are 25-30% invested in ETFs, which is relatively high for the industry. What role do they play in your portfolios? Raj Basra: We use ETFs in both the core and satellite areas of portfolios for passive beta positions, tactical short term market exposure and to equitise cash. We also use them as a cheap, quick and efficient route to alternatives including e...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on ETFs

Partner Insight: Securitised and CLO ETFs - Resilience, diversification and the case for active

Partner Insight: Securitised and CLO ETFs - Resilience, diversification and the case for active

John Kerschner and Ian Bettney from Janus Henderson’s Global Securitised Team examine how CLOs and other securitised assets have weathered recent volatility, and why selectivity and active management remain central to capturing opportunities across the market.

John Kerschner and Ian Bettney @ Janus Henderson
clock 13 April 2026 • 9 min read
Clients could be losing out by sticking to index funds over ETFs

Clients could be losing out by sticking to index funds over ETFs

Awareness of ETF upsides challenges the notion mutual funds are ‘just as good’

Ryan Hughes
clock 04 March 2026 • 5 min read
What financial advisers need to know about active vs index-based ETFs

What financial advisers need to know about active vs index-based ETFs

'Prices and fundamentals matter for expected returns'

Mikaela Steutermann
clock 03 December 2025 • 3 min read