For people who invest directly in individual accounts (including IRAs and rollovers); in joint, brokerage, college savings, or small-business accounts; or in annuities.
For people who invest through their employer in a Vanguard 401(k), 403(b), or other retirement plan.
For retirement plan sponsors, consultants, and nonprofit representatives.
For broker-dealers, registered investment advisors, and trust or bank brokerage professionals.
Research & Commentary archive
CONNECT WITH US®
Rodney Comegys, a principal in Vanguard Equity Investment Group, shares his experience at a recent industry conference where smart beta was discussed, and provides Vanguard's perspective on the subject.
Read blog entry
Vanguard Chief Investment Officer Tim Buckley advises that so-called alternative indexing should be evaluated through an "active lens."
Index funds may be the greatest financial innovation in the past 40 years because they are a low-cost, diversified investment alternative. Active funds typically underperform the market, while individual stock selection is time-consuming.
Chief Investment Officer Tim Buckley highlighted overwhelmingly positive investor reaction, and praised the skill, experience, and preparation of Vanguard’s investment and risk-management professionals for completing the transitions as planned.
This research paper explores the theory behind indexing as an investment strategy and provides performance data for index and active funds across time periods and fund categories.
Read white paper
More on Investments
Josh Barrickman, CFA
Head of Bond Indexing
Joe Brennan, CFA
Head of Global Equity Indexing
Head of Index Analytics
ALSO OF INTEREST
Vanguard's approach to target-date funds
The case for index-fund investing
Constructing a defined contribution investment lineup: Vanguard's five best practices
RESEARCH & COMMENTARY
Other investment opportunities
Market & economic
Who we are
What we do
Who we serve
Connect with us®