News Articles
Below is a selection of recent news articles about Vanguard, and articles written by Vanguard executives.
Vanguard adopts float-adjusted benchmarks
Investment Week
Vanguard is to adopt float-adjusted benchmarks across nine of its bond index funds. Vanguard will use Barclays Capital float-adjusted indices in place of the non-floats currently used as target benchmarks (17 May 2010).
Index funds and the adviser alpha model offer more protection against active losses
Investment Week
Index funds will play an increasing role in investor's portfolios, Vanguard's Francis Kinniry speaks at last week's Vanguard Investment Symposium (17 May 2010).
The Skoda syndrome
Corporate Adviser
The DWP report on workplace pension shows that Annual Management Charges have put the spotlight back on active fund management charges (01 May 2010).
Can actively managed funds beat trackers?
Moneywise Magazine
Actively managed funds sometimes beat their competitors that simply track the market. But are they really worth the extra cost? Ruth Emery investigates the age-old investment debate of active versus passive. (29 April 2010)
The index funds gospel according to Burton Malkiel
Guardian.co.uk
Dr. Burton Malkiel is the man who started telling the world they should index their money before indexing was even invented. Malkiel has been preaching the gospel of indexing for 30 years. (17 April 2010)
A new twist to trackers
MotleyFool.co.uk
Malcolm Wheatley discusses rating index trackers. (13 April 2010)
Schedule for change
Money Marketing
Vanguard has already indicated that it would adjust its up-front 0.5 per cent charge in line with whatever applicable changes are made to the UK's schedule 19 stamp duty reserve tax regime. (09 April 2010)
Vanguard may pass on reserve tax cuts
Money Marketing
Vanguard could cut the 0.5 per cent up-front fee on its passive UK equity and UK equity income funds in line with Budget plans to review stamp duty reserve tax. (09 April 2010)
Parmenion launches managed passive portfolios
Citywire Wealth Manager
Discretionary manager and platform provider Parmenion has launched a range of managed passive model portfolios, mainly made up of Vanguard funds. (08 April 2010)
How fund fees cancel out the benefits
The Sunday Times
Investors who opt for active funds for equity ISAs after the new tax year begins could find their allowances go straight into fund managers’ pockets (04 April 2010).
Vanguard's next move
Motley Fool
David Kuo talks with Vanguard's Tom Rampulla, Managing Director (31 March 2010).
Cazenove dismisses 'drum-banging' passive management
FT Adviser
Cazenove's Robin Minter-Kemp has dismissed passive fund managers such as Virgin and Vanguard saying they "bang the drum" during recessions but fade away as markets recover. (29 March 2010)
Commodity futures can offer consistent returns, says Vanguard
Asset Adviser
Commodity futures can offer diversification benefits for investors and have experienced long periods of significant returns, according to a paper by Vanguard. (23 March 2010)
Passive plays for your ISA
Investors Chronicle
Passive funds can be a cost-efficient option for your individual savings account. But do your homework before you opt out for a tracker or exchange-traded fund. (22 March 2010)
The man who told us to get tracking
Fund Strategy
Burton Malkiel has preached the gospel of indexing since before the first index mutual funds. Thirty years on, his message is still the same and his arguments are no less persuasive. (22 March 2010)
Why give your tax savings to a fund manager?
Whatinvestment.co.uk
While many savers use Individual Savings Accounts (ISAs) to take advantage of their tax status, research from Vanguard highlights that, for many investors, the typical fees charged for an ISA often outweigh their tax savings. (19 March 2010)
Stop fees eating into your investments
Moneywise
If you invest in funds, you're unlikely to know just how much of your money is soaked up by fees. Helen Pridham lays bare the hidden charges levied by the UK funds industry. (16 March 2010)
Vanguard may add to British tracker range
Fund Strategy
Vanguard is considering the launch of both an index-linked bond and a real estate property fund to add to its British range of index trackers. (08 March 2010)
ETFs offer best passive exposure to commodities
Citywire
Financial planner Adrian Smith says that exchange traded funds (ETFs) offer the best passive exposure to commodities and uses mainly uses Vanguard tracker funds to make up the majority of the core of client portfolios. (08 March 2010
Vanguard looks to boost index trackers
Money Marketing
Vanguard is looking to add to its UK range of index trackers with the launch of both an index linked bond and real estate property fund. (05 March 2010)
Need for new generation of retirement income products
Easier Finance
MGM Advantage says that the growing cost of living in retirement means that the traditional conventional, fixed level annuity will become less appealing. (03 March 2010)
The risks of passive investing
Investment Week
Investors entering passive investment funds need to be careful they understand what it is they are buying. (27 February 2010)
Preparing for target date funds
Professional Pensions
Sebastian Cheek looks at what the industry must do to prepare and considers what lessons can be learnt from the US DC market. (25 February 2010)
The new breed of asset allocation solutions
ifaonline.co.uk
Nick Blake, Head of Sales gives an overview of the different asset allocation solutions available to advisers. (25 February 2010)
Vanguard to enter ETF market in 2010
ifaonline.co.uk
Vanguard plans on launching its inaugural range of ETFs for the UK market this year, offering low-cost funds with minimal tracking error. (23 February 2010)
MGM Advantage launches asset backed Flexible Income Annuity
Easier Finance
The company has launched a new and unique asset backed annuity- the new product is the first in the UK to offer access to Vanguard funds within an annuity wrapper. (15 February 2010)
Investing Classroom - Exchange Tracker Funds
Morningstar.co.uk
Do ETFs have a place in your diversified portfolio? (09 February 2010)
The contrarian investor - are you mutual?
Investment Week
David Stevenson Financial Times columnist and consultant visits Vanguard in the US. (08 February 2010)
Two US asset managers launch assault on UK DCIO market
Professional Pensions
Two US investment management firms have decided to launch target date funds in an assault on the UK DC market, Vanguard Investments plans to launch target date funds following market demand. (28 January 2010)
Vanguard hits seven-month £500m AUM target
Investment Week
Vanguard has reached 500m in assets under management since launching in the UK just seven months ago. (26 January 2010)
Vanguard ready to launch small-cap index fund
The FT Adviser
Vanguard Investments UK, Limited is set to launch an Ireland-domiciled equity index portfolio. (14 December 2009)
Analyst: Vanguard
The FT Adviser
Stephen Willmot analyses how the arrival of Vanguard Investments UK, Limited arrival in the UK has been disruptive to the UK retail industry. (07 December 2009)
Active vs Passive Management
Professional Adviser
Jonathan Willcocks, Managing Director Global Sales, M&G and Nick Blake, Head of Sales, Vanguard Investments UK, Ltd discuss active versus passive management. (10 December 2009)
Dawn of a new age
FT Adviser
Providers of index tracker funds widely believe they are at the dawn of a golden age. (23 November 2009)
Vanguard aims for ETF success in UK
FT Adviser
Nick Blake, Head of Retail Sales at Vanguard, said the firm would look at starting an ETF proposition for advisers and clients in the UK as interest in the funds continues to gather pace. (27 November 2009)
Back on track
Financial Times
Charles Batchelor discusses the active and passive investment debate. (15 October 2009)
Vanguard’s Clever Double Whammy
The Motley Fool
Malcolm Wheatley discusses the benefits of Vanguard’s transparent approach to fees. (09 October 2009)
Back on track
Financial Times
Charles Batchelor discusses the active and passive investment debate. (15 October 2009)
Charge of the light brigade
Money Marketing
David Ferguson, the chief executive officer of Nucleus, discusses the growing focus and downward pressure on UK investment costs. (10 September 2009)
Three Index Tracker Mistakes to Avoid
The Motley Fool
Malcolm Wheatley explains why not all tracker funds are equal, especially when considering costs. (7 September 2009)
How low can fund fees go?
Investors Chronicle
Maike Currie describes the “Vanguard effect” and its impact on actively managed fund fees. (3 August 2009)
Passive aggressive
Corporate Advisor
Paul Farrow discusses the benefits of an approach that includes both active and passive investments. Tom Rampulla, Managing Director of Vanguard UK, is quoted. (August 2009)
PODCAST: The Cheapest Index Trackers, an interview with Tom Rampulla
The Motley Fool
David Kuo talks to the head of Vanguard's UK operation, Tom Rampulla, about what sets the company apart, how it plans to build up its UK offering and where his own money is invested. (27 July 2009)
Vanguard launches low-cost fund range
The Times
Mark Atherton reports on Vanguard’s launch of 11 index tracker funds. (17 June 2009)
Fund costs fall as Vanguard arrives in UK
Financial Times
Matthew Vincent discusses Vanguard’s fund launch, and includes reaction to the lineup from IFAs. (19 June 2009)
Vanguard’s first UK funds stirs active versus passive debate
The Daily Telegraph
Paul Farrow examines the impact of costs on investment returns and how it weighs on the active/passive debate. (18 June 2009)
Vanguard launches bargain UK tracker range
Investors Chronicle
Moira O'Neill reports on the launch of Vanguard’s suite of tracker funds. (24 June 2009)
Positive reaction for Vanguard funds
Fund Strategy
Adam Lewis explores some of the early feedback to Vanguard’s UK fund lineup. (22 June 2009)
Vanguard comes through with ultra-cheap trackers
Morningstar.co.uk
Morningstar reviews Vanguard’s initial lineup of index funds for U.K. investors, highlighting their competitive costs and fee transparency. (17 June 2009)
Why 1 per cent makes all the difference
Financial Times
Columnist David Stevenson explains how costs erode investors’ returns, and cites observations by Vanguard founder John C. Bogle. (5 June 2009)
The accidental mutual with a one-off structure
Financial Times (FTfm)
Editor Pauline Skypala interviewed Vanguard CEO Bill McNabb in this story, who explained the benefits of Vanguard’s client-owned structure, and efforts to serve UK investment advisors. (3 May 2009)
Serious Money, Trackers Have More Spring in Their Step
Financial Times
Columnist Matthew Vincent discusses the wisdom of using market forecasts to select investments, and cites Vanguard research showing the outperformance of index tracker funds during bear markets. (3 April 2009)
Rise of the Machines?
Fund Strategy
Vanguard UK managing director Tom Rampulla explains why the cost advantage of passive strategies helps them to outperform active strategies, even in bear markets. (30 March 2009)
Hopefully, low-cost model will shine
Financial Times
In an interview with the Financial Times, CEO William McNabb discussed Vanguard’s commitment to low-costs and good value, and highlighted the investment firm’s unique, client-owned structure. (1 March 2009)
Podcast: Tom Rampulla
Timesonline.com
Tom Rampulla, of Vanguard, tells Mark Atherton why his company is launching a series of low-cost funds in the UK. (24 February 2009)
US newbies aim to keep things plain and simple
Fund Strategy
Peter Robertson, the head of retail services for Vanguard’s UK operations, is interviewed about the firm's initial business focus. (23 February 2009)
Cheap, passive fund provider finally arrives
Financial Times (FTfm)
Columnist Jonathan Davis discusses a visit to Vanguard’s headquarters in the U.S., and offers his opinion on the firm’s UK launch. (9 February 2009)
Tracker devotees welcome launch of Vanguard UK
Fund Strategy
Financial advisors offer their views on the arrival of Vanguard to the UK market. (9 Feburary 2009)
Vanguard's arrival in UK bodes well for investors
Morningstar.co.uk
Fund tracker Morningstar declares that Vanguard could inject some needed competition into the UK funds market. (1 February 2009)
