Vanguard Fixed Income Group principal Josh Barrickman discusses how careful sampling, the use of a specialist model, and other techniques help his team’s bond-trading experts tightly tracking bond market indexes.
How do you know if your investment committee has the “right” stuff? Vanguard’s Paul Bosse shares committee best practices, from size, skill, and perspectives to choosing the committee leader based on an individual’s skill and not their title.
Index funds may be passive investors, but the Vanguard funds are not passive owners.
Retirement plan participants and investors are faced with what can be an overwhelming number of choices. Simplifying the decision-making process can increase participation and contributions.
The familiar may seem inherently less risky, but is that always true? Vanguard CEO Bill McNabb shares his thoughts on home bias.
The single-fund solution works for most plan participants. But for those who are more informed and engaged, adding a satellite investment on top of a TDF isn’t necessarily a mistake.
This blog discusses creating a cadence for planwide events. Margaret Rux, head of Vanguard Strategic Retirement Consulting, says a schedule of reenrollments and sweeps can improve plan participation rates and help get participants into age-appropriate investments.
As the baby boomers retire, there is growing concern about the potential financial exploitation of seniors. Early in 2017, the SEC approved rules enabling firms to obtain emergency contact information when opening an account.
Sometimes the ‘basics’ get so shopworn they lose their punch—like the solemn performance of fiduciary duty and its importance to every retirement plan sponsor and nonprofit institution and their investment committees. Here’s a brief refresher.
Joe Davis, Vanguard’s global chief economist, outlines possible policy changes from the Federal Reserve and Capitol Hill. He suggests that investors keep their focus on the long term, rather than trying to respond to an ever-changing policy environment.
Visit institutional.vanguard.com to obtain a prospectus or, if available, a summary prospectus, which contains investment objectives, risks, charges, expenses, and other information; read and consider it carefully before investing.
Investments in bond funds are subject to interest rate, credit, and inflation risk.
Diversification does not ensure a profit or protect against a loss.
Foreign investing involves additional risks including currency fluctuations and political uncertainty.
Stocks of companies in emerging markets are generally more risky than stocks of companies in developed countries.
All investing is subject to risk, including the possible loss of the money you invest.
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