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Is a proprietary model for glide-path construction that can assist in the creation of custom investment portfolios for retirement as well as nonretirement goals.
Vanguard researchers introduce a proprietary model for determining allocation across active, passive, and factor investment vehicles. Using Vanguard’s forward-looking capital market return and expectations for alpha risk and return, the expected utility model creates portfolios consistent with the full set of investor preferences, solving portfolio construction problems conventionally addressed in an ad hoc and suboptimal manner.
When building a portfolio to meet a specific objective, it is critical to select a combination of assets that offers the best chance for meeting that objective, subject to the investor’s constraints. A new Vanguard research paper reviews the decisions investors face when constructing a globally diversified portfolio.
The value of periodic portfolio rebalancing is well known to advisers, yet clients often resist.
Our retirement planning framework allows investors to determine their unique priorities and manage their financial resources in order to achieve their goals and mitigate their risks. In doing so, they will create a personalized roadmap to financial security: the feeling of confidence that they will attain their financial goals and continue to do so in the future.
When setting and executing a systematic strategy for rebalancing your portfolio to its target asset allocation, use best practices.