Andrew Surrey
SPEAKERS
Andrew Surrey
  • 13 June
  • 09:00AM
  • 3 hours

Vanguard SustainableLife: Investing for a sustainable future roadshow – June 2022

Join us at one of nine locations across the UK this June as we discuss the evolving sustainability landscape and importantly, what this means for advisers and their clients alike.

What will we cover?

  • A four-stage framework to help advisers navigate an increasingly complex ESG landscape.
  • Practical ways in which ESG considerations can be integrated into your investment process.
  • A deeper dive into Vanguard SustainableLife – our new sustainable, active multi-asset range.

What will you get?

Benefit from the expertise of one of the largest active buyers in the world as we look to help demystify the ESG landscape, and give you the tools you need to choose the right active ESG manager.

Location(s): Glasgow, London, Guildford, Bristol, Leeds, Doncaster, Preston, Norwich and Birmingham.

Register now

On-demand webinars

  • 25 May 2022
  • 45 MINUTES

How clients value human and robo advice differently

Is technology a threat to advisers? Not according to Vanguard’s latest research, which suggests the rise of robo advice presents significant business-development opportunities for advisers. Register for this webinar and find out how advisers can align their services with investor preferences.

Paulo Costa and Angie Staunton
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  • 11 May 2022
  • 2 HOURS, 30 MINUTES

Vanguard Active Insights Morning 2022: A focus on sustainability

With more than 30 million investors globally who look to us to both safeguard and grow their investments, Vanguard thinks about ESG risks and opportunities in the context of delivering long-term value to our investors and helping them to meet their objectives.

That’s why we designed Vanguard’s SustainableLife range of three multi-asset funds and the Vanguard Global Sustainable Equity Fund for investors aiming to achieve sustainable returns in a manner that aligns with their values. They are actively managed by Wellington Management Company, which for decades has been a world-class leader in integrating ESG considerations into its investment process.

Register to hear from the exceptional talent behind Vanguard’s four new active ESG funds, as they look to share their views on sustainable investing with advisers at our virtual active insights morning on 12 May.

Vanguard and Wellington
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  • 27 April 2022
  • 30 MINUTES

Understanding stewardship: how Vanguard engages with companies on behalf of investors

As long-term owners of the companies in which our funds invest, we engage with companies on material risks, from executive compensation to climate, through our investment stewardship activities. It is one of the keyways that index funds can promote good corporate behaviour and encourage long-term, sustainable value for investors. Watch this webinar on demand to find out more about our investment stewardship programme and why it matters to your clients.

Participants will gain an understanding of the values that underpin Vanguard's investment stewardship programme and how those values are communicated to the companies in our equity index funds.

Lisa Harlow, Head of Investment Stewardship
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Download our latest white papers:

The case for low-cost index-fund investing

We examine how indexing performs in a variety of circumstances, including diverse time periods and market cycles, and we provide investors with points to consider when evaluating different investment strategies.

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Adviser’s Alpha: Putting a value on your value

Vanguard's Adviser's Alpha identifies the seven critical benefits that advisers offer clients and attributes to each a quantitative value.

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Assessing the value of advice

In our recent study "Assessing the value of advice", we observed the effects of professional advice on a large number of clients with comparable experience.

Read more