Featured White Papers from Vanguard

Vanguard is a client-owned investment management company directing $4.2 trillion in assets for more than 20 million people as of February 28, 2017. We’re a leader in both mutual and exchange-traded funds, and we’re committed to keeping costs low across the industry.

Vanguard’s Research on Global Fixed-Income Allocations

August 06, 2018

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.

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Vanguard’s framework for retirement planning

July 02, 2018

Vanguard’s retirement planning framework allows retirees to prioritize their unique needs and align their financial resources to achieve their goals and mitigate risks.

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What are the real threats to index investing?

June 04, 2018

What are the circumstances that may cause an indexing strategy to look more or less appealing in the short term?

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Why Vanguard believes allocating to active management is viable

May 01, 2018

For those who are comfortable with the characteristics of active investments, an allocation to them is viable.

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The drivers behind client satisfaction, referrals, and business success

April 02, 2018

Advisors who develop deeper client relationships and become “highly trusted” will enjoy more referrals and greater wallet share. Here’s evidence that high trust correlates with client satisfaction, referrals, and business success.

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In pursuit of alpha: Evaluating active and passive strategies

April 02, 2018

The drivers of alpha can be identified. Here’s how to assess the relative performance of U.S. equity mutual funds and ETFs in a factor-based framework.

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For more information on submitting your thought leader White Paper contact: [email protected] or (781) 376-0050