Sefian Kasem: The Active vs. Passive Debate Is Totally Missing the Point
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About this listen
If you still think ETFs are boring, this episode will change your mind. Sefian Kasem, Global Head of ETF and Indexing Investment Specialists at HSBC Asset Management, joins the show to unpack how ETFs have evolved into the real engine room of portfolio construction.
With over 100 billion in AUM and a PhD in mathematical finance, Sefian bridges the gap between macro strategy and product design. From the rise of faith-based ETFs to the blurring lines between active and passive, this is a masterclass in modern investing.
Here’s what we cover:
📉 What it’s like to launch your career during the Global Financial Crisis and the lessons it teaches
🧱 Why ETFs are no longer just wrappers but building blocks for institutional and retail portfolios
🧠 How the active versus passive debate is missing the point entirely
🕌 The rise of Sharia compliant and ESG blended ETFs and what that says about value based investing
🌎 Why Europe’s ETF market is catching up to the US through innovation not imitation
If you're into asset allocation, ETF design, or future proofing your strategy, this one’s for you.
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Enjoy the episode!
Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.