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Vanguard’s Chief Investment Officer Greg Davis offers his perspective on Vanguard’s approach to asset management.
At Vanguard, we don’t have any outside owners, so we don’t need to worry about a stock price or about generating profits for outside owners.
This helps us keep costs low, so your clients’ money stays in their pocket—where it belongs.
Notes: This hypothetical illustration depicts the potential impact of Vanguard's ownership structure. All other factors being equal, Vanguard's ownership structure may allow investors to keep more of their investment returns. The proportions shown do not represent any specific company's actual distribution of returns or percentage operating expenses.
Investing for the 100%
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Vanguard’s low costs haven’t only benefited investors in our ETFs-they’ve helped drive down costs across the Canadian ETF industry.
When we came to Canada in 2011, our ETFs’ asset-weighted average MER was significantly lower than that of the industry. And that price difference has grown larger over time.
Since 2011, we’ve cut our ETFs’ average MER by almost half. Our low costs haven’t only benefitted our investors, they’ve helped drive down costs across the Canadian ETF industry.
Sources: Vanguard, Strategic Insight and Morningstar Direct. Calculated as the percentage change between the industry (33 bps) and Vanguard (17 bps).
Since Vanguard entered the market in 2011, Canadian investors have realized nearly $10 million in cumulative savings through expense reductions on our ETFs. Sources: Vanguard, Strategic Insight and Morningstar Direct.
Having a goal in mind can help when it comes to picking the right investments. This could be anything from saving for retirement, to buying a home.
Investing in the right mix of shares and bonds based on your risk/reward tolerance could have a bigger impact than anything else you do.
Making money from investments isn’t about predicting the future, because the future is unpredictable. Instead you should focus on the one thing that you can control – costs.
Sometimes our emotions can lead us to make simple mistakes when investing. The most successful investors are often those who invest for the long term and don’t tinker with their portfolios too much.
Our scale and global investment management capabilities position us to give clients worldwide the potential to achieve long-term success.
$8.6T
AUM*
Total assets under management, Vanguard Group, Inc.
*Source: Vanguard, as of December 31, 2023. Figures may not add due to rounding. All figures in USD.
50M+
Clients*
Investors, The Vanguard Group, Inc.
17
Global offices*
Giving clients worldwide the potential to achieve long-term success.
Commissions, management fees, and expenses all may be associated with investment funds. Investment objectives, risks, fees, expenses, and other important information are contained in the prospectus; please read it before investing. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. Vanguard funds are managed by Vanguard Investments Canada Inc. and are available across Canada through registered dealers.
This material is for informational purposes only. This material is not intended to be relied upon as research, investment, or tax advice and is not an implied or express recommendation, offer or solicitation to buy or sell any security or to adopt any particular investment or portfolio strategy. Any views and opinions expressed do not take into account the particular investment objectives, needs, restrictions and circumstances of a specific investor and, thus, should not be used as the basis of any specific investment recommendation. Investors should consult a financial and/or tax advisor for financial and/or tax information applicable to their specific situation.
All investment funds, including those that seek to track an index are subject to risk, including the possible loss of principal. Diversification does not ensure a profit or protect against a loss in a declining market. While the Vanguard ETFs are designed to be as diversified as the original indices they seek to track and can provide greater diversification than an individual investor may achieve independently, any given ETF may not be a diversified investment.
All monetary figures are expressed in Canadian dollars unless otherwise noted.
