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    Professional Adviser MPS Showcase North

    The Park Royal Hotel, Warrington

    340 minutes

    Sebastian Lewis
    Register here

    The event will explore how MPS providers are balancing active and passive approaches to meet clients’ needs, as well as highlight the key considerations advisers need to be aware of when selecting and monitoring MPS partners to ensure they meet the latest regulatory requirements.

    Sebastian Lewis, Senior Strategist at Vanguard will be discussing how markets can feel uncomfortably concentrated and that can lead to the wrong conclusions. In this session, Sebastian reframes concentration as a core feature of how markets work, not a flaw to be avoided. He will revisit the fundamentals of index investing, challenge common myths and misconceptions, and explore the often underestimated role of costs in long term outcomes. The discussion then broadens to what this evidence means for real world portfolio construction, offering a balanced framework for how active and passive approaches can coexist within robust, client focused Model Portfolio Solutions.

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    Vanguard speaker

    Sebastian Lewis + ' ' + Senior Strategist
    Sebastian Lewis

    Senior Strategist

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    Explore in-depth insights on investment principles, portfolio construction and comprehensive product education to expand your knowledge.

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    The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
     
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    For professional investors only (as defined under the MiFID II Directive) investing for their own account (including management companies (fund of funds) and professional clients investing on behalf of their discretionary clients). In Switzerland for professional investors only. Not to be distributed to the public.
     
    The information 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 document does not constitute legal, tax, or investment advice. You must not, therefore, rely on the content of this document when making any investment decisions.
     
    The information contained in this document is for educational purposes only and is not a recommendation or solicitation to buy or sell investments.
     
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