Founded in 1975 and with more than A$6 trillion in assets under management in both index and active funds, Vanguard is one of the world’s largest global investment management companies. In Australia, Vanguard has been serving financial advisers, retail clients and institutional investors for 20 years. See www.vanguardinvestments.com.au.
Latest sponsor articles
The concept of factor investing has been around for decades and features in many portfolios. A considered and patient use of factors can enhance investment performance but not short term in all market conditions.
The Global Chief Economist of a leading asset manager has taken one question more than any other in recent months. People are both transfixed and bemused by Bitcoin, but there is a chance its value may fall to zero.
Indexing has come under increasing criticism as it has grown rapidly. Three issues dominate the arguments but the indexing benefits of low cost and diversification means active and index funds have a symbiotic relationship.
Superannuation funds strive for increased engagement from their members, but is there merit in the decision not to choose? Evidence shows default options perform well compared with the ‘choose your own’ path.
The main benefit a financial adviser can give clients is not in stock picking or selecting an outperforming manager, but acting as a wealth coach and helping to control emotions.
While there is a role for both active and passive investments in portfolios, the impact of relatively small reductions in management fees can compound to large amounts over a lifetime of saving.
Sponsor white paper archive
The core-satellite concept is a portfolio philosophy that combines the benefits of index funds with active management of portfolios in a real-world approach.
Vanguard’s 2018 outlook is its most guarded in a decade, as global return expectations have settled into a lower orbit amidst extended valuations and secularly low interest rates.