Managed portfolios explained: How they work and how to pick the right one

​About this Live Session

​Building and managing a global portfolio involves more than selecting investments. It requires a clear strategy, the right asset allocation, and regular portfolio monitoring. For investors who want a more structured approach without managing every investment themselves, Managed Portfolios can offer an alternative.

​In this session, we will explore how Managed Portfolios work, how they are constructed, and how investors can evaluate different strategies based on their financial goals and risk appetite. We will also discuss the factors to consider when choosing a portfolio and how Managed Portfolios can complement your existing investments.

​The session is designed to help investors understand Managed Portfolios and make informed decisions when selecting a strategy aligned with their long-term investment goals.

​Key Agenda

• ​What are Managed Portfolios and how do they work?

• ​Understanding different portfolio strategies and underlying investments

• ​How portfolios are constructed, monitored, and rebalanced

• ​Evaluating portfolios based on investment objectives, risk, performance, and costs

• ​How to choose a portfolio that aligns with your financial goals and risk appetite

• ​Understanding diversification and the role of Managed Portfolios in global investing

• ​Key risks and considerations before investing

• ​Common mistakes to avoid when selecting and managing a portfolio

​Speaker

​Sumit Kumar,  brings close to 8 years of experience across wealth management, portfolio strategy, and equity markets, and currently leads Portfolio Research at Vested.

​He was previously part of J.P. Morgan Chase’s Wealth Management team, where he managed approximately $11 billion in AUM across 5,000 client accounts, with a strong focus on tax-loss harvesting and portfolio rebalancing.

​Before that, he was with Goldman Sachs in Management & Strategy, covering U.S. derivatives and equity markets. His work included sell-side analysis, market research, and tracking competitive dynamics.