Valley Forge-based Vanguard, an investment management company, recently expanded the firm’s line of model portfolios for financial advisers.
The company’s Dynamic Active-Passive Model Portfolio series was designed to help advisers efficiently implement a dynamic active‑passive investment approach for clients at scale in seven different risk sleeves ranging from most conservative to most aggressive. The series can be used as a standalone product or it can complement other portfolio holdings
It offers models that combine the cost efficiency and transparency of passive management with the benefits of active management. The models can help advisers reduce the time spent selecting and continuously monitoring active managers.
“Our Dynamic Active-Passive Model Portfolio series builds on the success of our Strategic Active-Passive Model Portfolio series and reflects what we’re hearing from advisers: they want a disciplined, scalable way to blend low-cost, transparent index building blocks with active strategies,” Eve Cout, Vanguard Financial Advisor Services head of advisor solutions, said. “These models help advisers implement that approach without adding complexity — and we’ll pair them with client-ready materials and practice-management resources to help them deepen client relationships.”
The dynamic model portfolios’ allocations integrate Vanguard’s economic and market views with forward-looking capital markets assumptions that are recalibrated through a systematic process that uses insights from the Vanguard Capital Markets Model and the Vanguard Asset Allocation Model.