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A framework for the active-passive decision: adviser brief

29 November 2017 | Topical insights

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This short guide will introduce you to the active/passive framework and the key concepts behind the process.

 Adviser brief



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How do you determine the right active/passive blend for your clients? Mixing active and passive investment strategies requires a decision process that is structured, repeatable and defendable. This workshop shows you how to use our new framework to help you find the right blend.

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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? Our newly developed framework can help you successfully blend active and passive investments.

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Important information:

This document is directed at professional investors and should not be distributed to, or relied upon by retail investors.

The material contained in this document is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so.

The information in this article does not constitute legal, tax, or investment advice. You must not, therefore, rely on the content of this article when making any investment decisions.

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested. Past performance is not a reliable indicator of future results.

The opinions expressed in this article are those of individual author and may not be representative of Vanguard Asset Management, Limited.

Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority.

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