What should investors look for when choosing an active or a passive fund? Can investors improve their odds of success?
Factor-based funds differ widely in their construction methodologies. In this video, a panel of experts from Vanguard discusses what benchmarks advisors should look for when they select a factor fund.
Factor-based strategies are designed to target the underlying drivers of investment performance. To evaluate competing factor-based strategies, investors should understand how stock selection, stock weighting, and implementation can make a portfolio sensitive to a particular factor.
The evidence shows that high trust correlates with client satisfaction, referrals, and business development. Vanguard's research shows how advisors can focus on relationship management to build their practices.
With the advent of lower-cost robo and hybrid advice services, competition is growing rapidly among financial advisors. Our research shows how additional service offerings can help you deepen your client relationships while insulating your practice from pricing pressure and competition from digital-advice offerings.
Anticipating bear market catalysts and how they might affect equity markets has proved to be quite difficult. It’s no different than trying to predict professional asset manager performance. However, we believe certain factors can improve the probability of success using active management.
Vanguard’s healthcare research analyzes the personal factors that influence annual health care costs as well as those that could require some individuals to plan for higher replacement ratios. It examines several proposed important changes to the way that healthcare costs are typically discussed and modeled. See how framing annual healthcare costs as an incremental change is a more practical approach than focusing on daunting lump-sum estimates.
Investors need to hedge inflation risk. TIPS, Treasury bills, and commodities are the typical candidates. But there are important risk and return trade-offs that you need to consider.
Vanguard offers advisors step-by-step guidance on how to provide personalized retirement planning for their clients. Topics include: setting retirement goals, assessing risks, determining resources, and developing an individualized plan.
Vanguard’s researchers looked at the global, investment-grade, fixed income landscape and quantified the diversification benefits of reducing local-market-specific risk factors. They also explored the factors that can influence sizing a hedged global bond allocation, such as home-bias considerations and the potential for reducing volatility.