What is Vanguard Adviser’s Alpha®?
Since its introduction in 2001, Vanguard Adviser’s Alpha has helped redefine the value proposition of financial advice.
Vanguard Adviser’s Alpha research emphasises how advisers can generate more substantial and predictable value, or alpha, for clients by focusing on:
- Strategic asset allocation
- Cost-conscious fund selection
- Comprehensive financial planning
- Wealth management
- Behavioural coaching
Advisers who follow the Vanguard Adviser’s Alpha framework can add around 3% in net returns for their clients (1) while also differentiating their skills and cultivating stronger client relationships.
The latest iteration of our Vanguard Adviser’s Alpha research focuses on the UK advisory market, identifying the seven key wealth management activities through which UK advisers can add value to their clients' returns.
Vanguard Adviser’s Alpha® concept
(1) We believe implementing the Adviser’s Alpha framework can add about 3% in net returns for your clients and allow you to differentiate your skills and practice. The actual amount of value added may vary significantly, depending on a client’s circumstances. “3% in net returns” means three percentage points of additional net return over an unspecificed period.
Our research
Putting a value on your value: Quantifying Vanguard Adviser’s Alpha® in the UK
Vanguard Adviser's Alpha® identifies the seven critical benefits that advisers offer clients and attributes to each a quantitative value.
