Creating investment portfolios for clients is a key role for advisers. The choice between active and passive investment strategies is at the heart of this role.
Ankul Daga, senior investment strategist at Vanguard, explains a framework for blending active and passive that can help you and your clients.
Read more about the active/passive framework, as well as upcoming events, workshops and materials.
Important information This video is directed at professional investors and should not be distributed to, or relied upon by retail investors. It is designed for use by, and is directed only at persons resident in the UK. This video was produced by Vanguard Asset Management, Ltd. It is for educational purposes only and is not a recommendation or solicitation to buy or sell investments. The value of investments, and the income from them, may fall or rise and investors may get back less than they invested. The opinions expressed in this video are those of individual speakers and may not be representative of Vanguard Asset Management, Ltd. Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority. VAM-2017-08-31-5122