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1 Source: Escalent. Cogent Syndicated. US Institutional Investor Brandscape®, March 2023. Data collected via quantitative survey from October to December 2022. A representative cross section of 774 investors participated in the survey. Survey respondents rated their overall impression of each brand they are familiar with using a 10-point scale from “not at all favorable” to “extremely favorable.” Vanguard achieved the highest favorable impression among pensions and nonprofits. Although Vanguard compensates Cogent for marketing services, Cogent’s opinions and evaluations are independent and unrelated to the selection of Vanguard for this ranking.
2Source: Vanguard as of December 31, 2022. Client retention rate calculation excludes fully terminated pension plans that have satisfied all benefit obligations.
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Advice services offered through Vanguard Institutional Advisory Services® are provided by Vanguard Advisers, Inc., a registered investment advisor.