In 1976 Jack Bogle launched the world’s first index fund.
He had been sacked from his previous job for an “extremely unwise” merger and was an outcast.
The fund and Jack were viewed as fringe, and many thought they would fail.
Today index funds are the dominant asset class.
The Vanguard Group is the second-largest investment fund manager in the world. It manages more than US$8 trillion in assets and a quarter of all funds in the US.
Four Investment Principles that can help maximise your success.
Driving Vanguard’s longevity and success has been a unique ownership model. And a zealous focus on the financial success of clients.
Guided by strict adherence to their Four Investment Principles.
Discover more about index funds, and the role they can play in your portfolio. Learn about Vanguard’s Investment Principles.
This was a rare opportunity to listen and ask questions of a giant on the world investment stage.
I hosted Vanguard in one of our popular live Investment Manager Briefings.
This was held on Wednesday 8 February 2023.
Please note, unfortunately the recording didn't start until we were several minutes into the webinar. However Aditi's full presentation slides are available for you to review, along with the recording of the rest of it plus our Q&A at the end, which was insightful.
Watch the replay below
Presentation slides
Access the full presentation slides here.
Of course if you have any questions at all, please don't hesitate to email or phone. we're happy to help.
And if you would like a complimentary personal financial health check, to take stock of where you are in relation to your financial goals, please book an appointment with Dene Kilpatrick here.