PENSION PLANS OCIO
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1 Source: Vanguard as of December 31, 2022. Client retention rate calculation excludes fully terminated pension plans that have satisfied all benefit obligations.
2Source: 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. Among the asset managers they are familiar with, 60% of $500M+ pension respondents indicated Vanguard is the one most associated with "being a company I trust." Although Vanguard compensates Cogent for marketing services, Cogent’s opinions and evaluations are independent and unrelated to the selection of Vanguard for this ranking.
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.