PENSION INVESTING
Investing & expertise
We’ve advised pension sponsors for more than two decades, earning the confidence and trust that come from our deep in-house expertise and insights.
An array of funds to suit your pension
Investment overview
Our investment approach features a focus on avoiding undue risk while seeking to deliver long-term outperformance. Here’s a look at what we offer.
Manage risk with fixed income funds
Volatility and risk are part of the territory when it comes to pension investing—actually, any kind of investing. Knowing how to manage them, and minimize their effect on the funding of your plan, is one of the most important objectives for your organization.
This is where we’ll step in with our investment-grade fixed income funds. Their low costs and liquidity can give them advantages over more complex solutions with little or no loss in liability-matching precision.
Access world-class active fund managers
How do we seek success? By selecting only the highest-quality investments, building diverse portfolios, and focusing on long-term outcomes rather than short-term return.
And while we're fortunate to employ some of the top minds in the business, we're not in this alone. Two dozen unaffiliated active managers work with our in-house managers to help bring the best possible strategies and outcomes to your pension.
Index with a leader
You know us as an indexing leader. In fact, Vanguard was built on indexing. We pioneered the strategy, and we’re still leading the way well into the 21st century.
Driven by advanced modeling and trading techniques, our index funds are run by an expert team of traders and portfolio managers. The funds feature an enduring record of offering tight index tracking and low fees. The result? Nearly $6 trillion invested in our index funds. (Source: Vanguard. April 30, 2022.)
Environmental, social, governance (ESG)
Investing with a conscience: Vanguard and ESG
Our ESG funds, which have differing investment styles and objectives, invest in stocks and bonds. They're a great way to complement your portfolio with funds that reflect your values. Most of our funds are indexed and follow an exclusionary strategy that omits companies that don't meet certain ESG criteria. We currently have one active fund with an inclusionary strategy that includes companies making strides toward ESG practices.
Ready to learn more about how we can help with your pension plan? Reach out for more information. We’re happy to help.
Already a Vanguard client? Contact your representative today.
For more information about any fund, visit institutional.vanguard.com or call 800-523-1036 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.
All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss. Investments in bonds are subject to interest rate, credit, and inflation risk.
Advice services offered through Vanguard Institutional Advisory Services are provided by Vanguard Advisers, Inc., a registered investment advisor.
ESG funds are subject to ESG investment risk, which is the chance that the stocks or bonds screened by the index provider for ESG criteria generally will underperform the market as a whole or, in the aggregate, will trail returns of other funds screened for ESG criteria. The index provider's assessment of a company, based on the company's level of involvement in a particular industry or the index provider's own ESG criteria, may differ from that of other funds or of the advisor's or an investor's assessment of such company. As a result, the companies deemed eligible by the index provider may not reflect the beliefs and values of any particular investor and may not exhibit positive or favorable ESG characteristics. The evaluation of companies for ESG screening or integration is dependent on the timely and accurate reporting of ESG data by the companies. Successful application of the screens will depend on the index provider's proper identification and analysis of ESG data.