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Portfolio Consulting

Draw on Vanguard’s expertise to enhance and build diversified, low-cost portfolios and improve upon the outcomes of existing portfolios.

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.

How we can help you 

Portfolio Analytics

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.

Forward-looking Analysis

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 is changing the way the world invests. Our long-term focus and disciplined investment approach have encouraged millions of investors to rely on us.

Uncovering Hidden Biases

Common errors such as focusing solely on historical performance when building an investment portfolio can result in unintended consequences. A comprehensive portfolio review that employs multiple risk lenses and analytics can deliver valuable insights that may help you achieve your intended outcomes. Read our paper on Uncovering Hidden Biases in an Investment Portfolio.

Our products

Find high-quality, low-cost ETFs for your investment portfolio

We serve institutional and qualified investors in South America

If you would like to learn more about our products and services, please contact us by phone or email.

"Applying a multi-lens view to portfolio construction can help our clients uncover potential hidden biases and provide them with the best chance for investing success."

Ashish Dewan

Portfolio Consulting Team

 

If you would like to speak to someone

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Email our Vanguard´s Portfolio Consulting team at info.latam@vanguard.com

Why Vanguard?

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.

$8.0T

AUM*

Total assets under management, Vanguard Group, Inc.

*Data as of 28 February 2022. Monetary figures are in U.S. dollars.

30M+

Clients*

Investors, The Vanguard Group, Inc.

20

Global offices*

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.

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© 2022 VIGM, S.A. DE C.V. Asesor en Inversiones Independiente (“Vanguard Mexico”). All rights reserved.

This website is for institutional and sophisticated investors only. Vanguard Mexico will not have any responsibility for the use given to the information contained in this website.

Vanguard Mexico registration number: 30119-001-(14831)-19/09/2018. The registration of Vanguard Mexico before the Comisión Nacional Bancaria y de Valores (“CNBV”) as an Asesor en Inversiones Independiente is not a certification of Vanguard Mexico’s compliance with regulation applicable to Advisory Investment Services (Servicios de Inversión Asesorados) nor a certification on the accuracy of the information provided herein. The supervision scope of the CNBV is limited to Advisory Investment Services only and not all services provided by Vanguard Mexico.

The content of this website is solely for informational purposes and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any security, nor shall any such securities be offered or sold to any person, in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. Reliance upon information in this website is at the sole discretion of the recipient.

Securities information provided in this website must be reviewed together with the offering information of each of the securities which may be found on Vanguard’s website:https://www.vanguardsouthamerica.com/en/products/financial-products or www.vanguard.com

Vanguard Mexico may recommend products of The Vanguard Group Inc. and its affiliates, and such affiliates and their clients may maintain positions in the securities recommended by Vanguard Mexico.

The information contained in this website derived from third-party sources is deemed reliable, however Vanguard Mexico and The Vanguard Group Inc. are not responsible and do not guarantee the completeness or accuracy of such information.

You may leave Vanguard South America’s website when you access certain links on this website. In so doing, you may be proceeding to the site of an organization that is not regulated under the Mexican regulation. Vanguard Mexico has not examined any of these websites and does not assume any responsibility for the contents of such websites nor the services, products or items offered through such websites.

The information contained in this website should not be considered as an investment recommendation, a recommendation can only be provided by Vanguard Mexico upon completion of the relevant profiling and legal processes.

This website is for educational purposes only and does not take into consideration your background and specific circumstances nor any other investment profiling circumstances that could be material for taking an investment decision. We recommend getting professional advice based on your individual circumstances before taking an investment decision.

The information contained herein does not constitute an offer or solicitation and may not be treated as such in any jurisdiction where such an offer or solicitation is against the law, or to anyone for 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.