The Power of “AND”

Details/Learning Objectives:

In the US, there is a significant transfer of assets from active to passive funds. This has not built up momentum in the UK, but the pattern is emerging.
Why is this happening? On average, active fund managers will tend to outperform their prospective benchmarks. But it is fund managers, through fees, who tend to reap the rewards rather than investors.
Are we framing the argument in the right way? Are investors moving from active to passive, or from high cost to low cost? We think the latter. Alex will share Insight to what the market is doing.
In the second part of the session we will introduce a process to support the Investment management & financial advice market in shaping the choice of Active AND Passive in Portfolio Construction.

Learning Outcomes:
- Understand value of active / passive process
- Have a framework for demonstrating this process to your clients and the regulator

Please reserve your place at this event by registering here.

About the Speaker:
Alex Wheelan DipPFS has been with Vanguard in the UK since 2011 and is responsible for business development with financial planners and Wealth Managers in the North West of England.
Alex has more than 18 years of Intermediary experience working previously with major life offices and wealth management companies.
About Vanguard:
Vanguard Group Inc. was founded in 1075 and has $4.7 trillion assets under management as of 30th September 2017.
What sets Vanguard apart- and lets Vanguard put investors first around the world – is the ownership structure of The Vanguard Group Inc in the United States.
Rather than being publicly traded or owned by a small group of individuals. The Vanguard Group is owned by Vanguard’s US-domiciled funds and ETF’s. Those funds, in turn, are owned by their investors. This unique mutual structure aligns their interests with those of the investors and drives the culture, philosophy and policies throughout the Vanguard organisation worldwide.
In the UK, Vanguard leverages the scale, experience and resources of our established global business. Vanguard’s ownership structure means that our clients don’t have to worry that we’ll be acquired. The company they invest with today will continue to serve them in the future.

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