Using a representative sample of US-domiciled mutual fund returns from Morningstar, the report documents the power of market prices by assessing fund returns over multiyear periods. The exhibits include data visualizations of fund survivorship and outperformance, persistence of top-quartile funds,…
Index funds have received increased attention from investors and the financial media. Some people have claimed that greater usage of index funds may be distorting market prices, but despite their growing popularity, the data continue to support the idea that…
Vanguard Institutional Advisor's Alpha™: Quantifying the Value of a Consultant addresses the challenges and opportunities institutional consultants face today. While the role consultants play is vital to their clients' success, the landscape is changing rapidly.
Looking to add private real estate to your investment portfolio but unsure how much to allocate to this asset class?
For the upcoming midterms, commentators are likely to offer opinions on who will win and what impact the vote will have on markets. Looking at returns since 1926 shows that months when midterm elections took place did not tend to…
What should you make of recent ups and downs in the stock market? Here’s helpful context on volatility and expected returns. Jake DeKinder, Head of Advisor Communication, explains why investors should view recent market declines as part of the nature…
