Vanguard Marketing Resources

Seven ways an adviser can help a client to success, supported by a colourful, user-friendly infographic.

The probability of investment success is likely to be improved with Vanguard’s four investment principles: Goals, Balance, Cost, Discipline.

Use this chart to show clients market cycles since 1991. It is a great tool to help explain the value of staying the course, and to avoid trying to time the market.

The value of periodic portfolio rebalancing is well known to advisers, yet clients often resist.

Two documents to help you explain the power of regular rebalancing to keep a portfolio aligned with investment goals.

Asset allocation chart - Show your clients the performance of various asset classes over the past 10 years.

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.

Download and share this with clients to put market downturns into perspective and help keep investors on track to achieve their investment goals.

Help clients to understand the implications of economic and market news.

Answer client questions on investing with awareness of environmental, social governance issues.

A simple, practical guide to the impact of costs as they compound over time.

Share an overview of our economic and market outlook for 2021 with your clients

Don't let your clients be sidetracked by recent market events

A simple overview of swing pricing, how it works and some scenarios in action.

Keep clients informed about the performance of their LifeStrategy fund.

A client-friendly introduction to Vanguard's LifeStrategy fund range.

Show your clients how LifeStrategy funds compare to individual asset class performance.