For more kinds of life
We provide a range of multi-asset solutions combining different mixes of equities and bonds. These are designed for different investment goals, time horizons and risk appetite.
The key feature that all our multi-asset solutions have in common is a strategic approach to asset allocation, meaning they target a certain level of risk and reward over the long term.
As an adviser, you can also enjoy the peace of mind that comes from knowing Vanguard is a global leader in providing multi-asset solutions for investors.
Why Vanguard for multi-asset?
More time back
Multi-asset funds and model portfolio strategies allow you to spend more time focusing on your clients, and less time configuring and managing their portfolios.
More peace of mind
You can enjoy the peace of mind that comes from knowing Vanguard is a global leader in providing multi-asset solutions for investors. With $1.75 trillion invested in our multi-asset solutions around the world, we have a proven track record of developing and managing multi-asset portfolios for investors1.
More value to clients
Low maintenance, low fees and consistent performance2 , means maximum value for your clients.
1 Source: Vanguard. Data correct as at 31 December 2023.
2 Source: Vanguard Price and Value Outcome Summary report. Fair value assessment (FVA) undertaken for Ireland-domiciled funds under Principles for Business (PRIN) as at 31 December 2023.
Save time on portfolio construction to focus on your clients
Our research suggests clients greatly value the uniquely human skills advisers offer, as well as their emotional support and guidance through sometimes difficult market conditions.
At the same time, advised clients tend to favour automation for portfolio related tasks such as asset allocation and rebalancing3.
This is the beauty of our multi-asset solutions. Once you ve decided which one suits your client s goals and appetite for risk best , you can leave some or all of the portfolio tasks to us, and focus on what they really want from you; your advice and guidance.
3 Source: Vanguard. See P. Costa and J. E. Henshaw, 2021: ‘Quantifying the investor s view on the value of human and robo advice.
Our multi-asset solutions
By spreading investments across assets with different risk and return expectations and characteristics, strategic multi-asset portfolios seek to leverage the benefits of diversification to help investors meet their long-term return objectives.
LifeStrategy® ETFs
LifeStrategy offers a simple, low-cost way to give your investors access to equity and bond markets around the world. With four different equity-to-bond ratios to choose from, you have the flexibility to suit you individual client s needs.
LifePlan model portfolio strategies
Leverage our expertise as a global leader in multi-asset solutions to save time on market-cap portfolio construction with options around using funds or ETFs.
Investment capabilities designed for you – and your clients, too
Explore a broad range of high-quality, uncomplicated funds and model portfolios. All at low cost.
