Portfolio Services
Whether through single fund or portfolio solutions, our multi-asset capabilities leave you with more time to build relationships with clients.
Our multi-asset solutions are tailored to various different needs, but they also have a few things in common: They are backed by over 45 years of experience in index and multi-asset investing, and they are based on our four investing principles. All our multi-asset solutions take a goal-oriented, disciplined approach, offering clients a balanced investment at a low cost.
Vanguard Model Portfolios
With the Vanguard model portfolios, you as an adviser can offer your clients an investment strategy suited to their specific needs - from defensive to growth-oriented. This saves you time and resources for portfolio construction while offering your clients a professionally constructed portfolio at favourable rates.
Ten risk profiles from 10 to 100% equity allocation
Low-cost, market-cap-weighted, global portfolios made up of six building blocks
Fixed income allocation protected from currency risk and invested only in the investment-grade bonds
Portfolios available in CHF, EUR or USD
Rebalancing data compiled by Vanguard on a quarterly basis
Each model portfolio is built on the same four principles for investment success – goals, cost, balance, discipline. And on the investment and research expertise of one of the world’s largest asset managers.
Model Portfolio Solutions
With our selection of 10 model portfolios ranging from 10% to 100% equity exposure, you can create cost-efficient and transparent multi-asset portfolios for your clients. Our model portfolios are simple solutions with only 6 underlying Vanguard building blocks as well as a favourable total expense ratio of 0.13 – 0.15% on average.
You must register to receive free access to our Model Portfolio Solutions and to receive rebalancing figures on a quarterly basis, our semi-annual reporting template and other relevant updates.
Model Portfolio Solutions are directed at professional investors only and are not intended for retail investors.
Vanguard Portfolio Analytics & Consulting
Overseeing client investment portfolios can be complex and time-consuming for advisers. Vanguard’s Portfolio Analytics & Consulting service frees up resources and offers advisers:
- A holistic overview of client portfolios to identify tilts, biases, gaps and concentrations.
- Back-tested portfolio performance vs. an investable, market capitalisation index-based benchmark.
- Correlation analysis of underlying investments.
Our analysts can identify unintended biases and risks in a portfolio and work with you to determine potential solutions.
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Find out more about the Portfolio Analytics & Consulting service
Vanguard’s Portfolio Analytics & Consulting service is directed at professional investors only and are not intended for retail investors.
This content is directed at professional investors and should not be distributed to, or relied upon by retail investors.
The information contained on this website is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information on this website does not constitute legal, tax, or investment advice. You must not, therefore, rely on the content on this website when making any investment decisions.