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Putting a value on your value: Quantifying Vanguard Adviser's Alpha in the UK

12 October 2020 | Portfolio construction

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Putting a value on your value: Quantifying Vanguard Adviser’s Alpha in the UK

Vanguard's Adviser's Alpha identifies the seven critical benefits that advisers offer clients and attributes to each a quantitative value. The final result will vary with every individual client, but where a good adviser focuses on the right benefits, they can improve the average investor’s return by up to 3%*.

 

*Source: Vanguard, as at June 2020. Notes: Value-add relative to "average" client experience (in percentage points of return).

 


Investment risk information:

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Important information

This document is directed at professional investors and should not be distributed to, or relied upon by retail investors.

This document is designed for use by, and is directed only at persons resident in the UK.

The information contained in this document is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to 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. The information in this document is general in nature and does not constitute legal, tax, or investment advice. Potential investors are urged to consult their professional advisers on the implications of making an investment in, holding or disposing of shares of, and the receipt of distribution from any investment.

Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority. © 2020

Vanguard Asset Management, Limited. All rights reserved.

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