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.

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

How a hedged global fixed income allocation can help reduce a portfolio's volatility without necessarily decreasing its total return.

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.

Use this chart to show clients how markets have responded following geopolitical crises. This can be a useful way to keep clients on track amid heightened uncertainty.

This paper examines the impact of foreign exchange risk on multi-asset portfolios and identifies a practical rule of thumb: hedge bond exposures, while leaving most foreign equities unhedged.