Plan sponsors should consider a stable value fund, which generally provides the yield of a short- to intermediate-term bond fund with the price volatility of a money market fund. This may help retirees drawing down savings.
When assisting nonprofits as an outsourced CIO, Vanguard offers a straightforward, competitive, and low-cost alternative to the famous Yale endowment model.
Senior Investment Strategist Chris Tidmore explains how properly benchmarking hedge funds and other alternatives can improve their relative performance.
Recent claims that the Barclays U.S. Aggregate Index (the “U.S. Agg”) is now somehow greatly different than it was do not make sense to me. As Vanguard has noted before, investment grade bonds remain a good source of diversification.
The single-fund solution can work 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.
Bear markets are similar to fingerprints in that no two are exactly the same. This can complicate investing for even professional money managers. However, we believe certain factors can improve the probability of success using active management.
Nonprofits work hard to raise funds from donors so they can fulfill the mission they were created to further. With our low costs, Vanguard can help nonprofits save money and use the savings to further their mission.