Delivering on intended outcomes with strong risk management principles is what investing is all about. Vanguard’s Portfolio Consulting team offer a range of services providing insights, analysis and solutions to help you to help you identify potential opportunities and hidden biases for your investment portfolios.
Conduct a multi-lens review of your portfolio that assesses historical risk/return metrics and perform a detailed portfolio holdings analysis which may include portfolio-level attribution analysis, factor-based analysis, scenario analysis and more.
Limitations of relying only on historical analysis is that it may only be applicable to a normalized environment. Overcome these and other limitations by accessing our proprietary Vanguard Capital Markets Model (VCMM) to evaluate the likelihood of achieving various investment outcomes.
Vanguard has been developing its expertise in portfolio construction ever since it was founded in 1975. The Portfolio Consulting team has built up a wealth of knowledge on the investment needs of advisers and refined its expertise in portfolio solutions. The team is here to help and provide analysis and solutions to help you better understand, examine and improve upon your model portfolios.
Total assets under management, Vanguard Group, Inc.
*Data as of 28 February 2022. Monetary figures are in U.S. dollars.
Investors, The Vanguard Group, Inc.
Giving clients worldwide the potential to achieve long-term success.
Portfolio consulting is provided in accordance with section 4.2, subsection a) of Vanguard Mexico’s Investment Services Guide and should not be considered as an investment recommendation, a recommendation can only be provided by Vanguard Mexico upon completion of relevant profiling and legal processes.