The Active/Passive choice
Determining the right blend for your clients
Mixing active and passive investment strategies requires a decision process that is structured, defendable and repeatable.
Most of us blend active and passive funds in our portfolios. It makes sense. But how many of us make the choice through a process that is truly robust?
Vanguard’s newly developed framework for successfully blending active and passive investments provides a process for determining the right blend for your clients.
Ask about our workshops or get in touch to learn more.
Explore an infographic explaining the active/passive framework. Follow the four step process.
Active or passive? Art or science?
Watch a quick introduction to our active/passive framework.
Active/passive framework: Adviser brief
This short guide will introduce you to the key concepts behind the framework.
Active or passive? Highlights from our investment symposium
In 2016, £4.9 billion went into passive funds and only £2 billion went into active. Why has there been a shift in investor preferences? Read more
Is now the right time to be investing actively?
With market volatility and return dispersion set to rise, is now a good time to invest actively? We highlight three factors to bear in mind. Read more
Best of both worlds: Blending active and passive
Advisers tend to use both active and passive investment strategies, but how many have a process that's structured, repeatable and defendable? Read more
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.