In-depth research for wealth managers and advisers

Vanguard’s Advisory Research Centre explores what investors value most and what they want from a financial adviser as part of a new study.  

An investment barometer exploring how Swiss independent wealth managers invest.

Vanguard's Adviser's Alpha identifies the seven critical benefits that advisers offer clients and attributes to each a quantitative value.

In this paper, we quantify how much investors value financial advice and where they believe advisers add value.

Although the benefits of global bond diversification are clear, the optimal strategic allocation depends on investor-specific factors such as the desire to mitigate risk, the cost of implementation and liability management objectives. We explore how these factors influence the size of an investment in hedged global bonds.

This paper explains three key criteria investors should consider when selecting an index fund manager: Incentive alignment, portfolio management and securities lending.

This paper discusses why we expect index investing to continue to be successful over the long term – a rationale grounded in the zero-sum game, the effect of costs and the challenge of obtaining persistent outperformance.