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.
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