Success in financial advice requires a strong investment proposition and excellent client relationships.
Our portfolio services team are here to help you build low-cost, effective and goal-oriented portfolios that maximize value to your investors, and give you back critical time to focus on your clients.
"It's little wonder financial advisers are in such demand, given the value good advice can add to client outcomes. We're here to support that value with simple but effective portfolio solutions."
Head of Portfolio Analytics & Consulting
How we can help you
Analysis
Our experts can examine your portfolio for hidden biases and offer alternative options.
Readymade portfolios
At Vanguard, we believe investing does not need to be complicated. That’s why we designed our LifeStrategy® model portfolios as a straightforward and easy-to-understand way to invest.
How to help yourself
Insights
We share practical guidance, trends, and best practices to help you build a better investment proposition.
Attitude to risk
Learn more about your clients’ investment preferences using our risk profiling tool.
Our approach
We believe in a top-down approach to portfolio construction that is driven by four essential investment principles: clear goals, a balanced portfolio, low costs and long-term discipline.
Asset allocation
We align portfolios with client goals through appropriate asset allocation.
Sub-asset allocation
Our research team use sophisticated models to build in diversity and avoid concentrations.
Investment selection
We find the right low-cost building blocks to deliver the target exposure.
Why Vanguard
1976
When our expertise in both portfolio construction and asset allocation begin.
30+
Investment strategists develop and maintain portfolio strategies*.
10+
Years' experience as a model portfolio strategist*.
*Source: Vanguard. Data as of October 2020 – update to July 2023
Sep 17, 2023