The evolution of Vanguard Advisor’s Alpha

The evolution of Vanguard Advisor's Alpha?

From portfolios to people

FOR FINANCIAL ADVISORS ONLY. NOT FOR PUBLIC DISTRIBUTION.

Agenda

Evolution of advisor's alpha Current influences, lasting impressions

Evolution of advisory offerings Evolution of the advisor

FOR FINANCIAL ADVISORS ONLY. NOT FOR PUBLIC DISTRIBUTION.

2

The evolution of

advisor's alpha

FOR FINANCIAL ADVISORS ONLY. NOT FOR PUBLIC DISTRIBUTION.

3

Advisor's alpha timeline

Advisor's alpha

2001

2014

Quantifying advisor's alpha

Evolution of advisor's alpha

2018

FOR FINANCIAL ADVISORS ONLY. NOT FOR PUBLIC DISTRIBUTION.

4

Vanguard Advisor's Alpha

The Vanguard Advisor's Alpha concept outlines how advisors can reframe their value proposition by prioritizing client-centric, relationship-oriented services, rather than solely portfolio management

FOR FINANCIAL ADVISORS ONLY. NOT FOR PUBLIC DISTRIBUTION.

5

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