FOR CONSULTANTS

Sharing our expertise

Amplify the power of our combined expertise

A win-win for you and your clients.
Your industry knowledge is powerful. Combine it with ours, and you have a wealth of participant data and fiduciary expertise to draw from. With access to our experts, a deep data pool on participants, and tools designed through consultant research and input, you can stand out as a standard bearer for financial well‐being.

Our expert teams at a glance

Equity Investment Group
  • 63 portfolio managers and traders.
  • Equity index and active quantitative strategies tracking more than 60 benchmarks.
Portfolio Review Group
  • 85 professionals (29 CFAs®).
  • Manager selection due diligence.
  • Monitoring all internally managed index and fixed income funds.
Risk Management
  • 81 professionals.
  • Independent team reporting to the CIO.
  • Thorough and conservative approach to risk control.
  • Qualitative and quantitative analysis.
Fixed Income Group
  • 177 professionals.
  • Bond, money market, and stable value.
  • Index and active strategies tracking more than 50 benchmarks.
Investment Strategy Group
  • 71 professionals (17 Ph.D.s).
  • Empirical research on fiduciary and investment committee issues.
  • Economic analysis and insight.
  • Portfolio modeling.
Strategic Retirement Consulting 
  • 35 staff; average Vanguard tenure: 19 years.
  • Fiduciary, plan design, and regulatory expertise for DC and DB plans.
  • Advanced degrees include 7 J.D.s, 12 QPA, 11 QKA, 8 CPC, 5 CEBS.
As of March 31, 2022.
Connect with us to learn more about how Vanguard can help you achieve greater outcomes for your clients.
All investing is subject to risk, including the possible loss of the money you invest.