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In the research paper, 'The case for index-fund investing', Vanguard Investment Strategy Group explains why indexing has tended to outperform higher cost actively managed strategies across time periods and fund categories.
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Nathan Zahm of Vanguard's Investment Strategy Group takes word play and puts it to use to alert DB plan sponsors about key concepts and considerations that must be taken into account in managing today’s mature plans.
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Vanguard investment analyst Chris Philips discusses the performance history of actively managed global bond funds and why appearances can be deceiving.
Sub-asset allocation, the impact of costs, and stability issues that could result from tactical changes are all factors to consider with TDF glide paths, and are examined in this Vanguard research report.
As funded status for most DB plans soared, the year 2013 was the equivalent of winning a lottery for many plan sponsors. Vanguard DB experts suggest next steps to retain that status and take advantage of the opportunities it presents.
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Joe Brennan, CFA
Head of Global Equity Indexing
Global head of Fixed Income
Fran Kinniry, CFA
Principal, Investment Strategy
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