Vanguard Group Inc. in 2006 and Target Retirement Funds Harvard Case Solution & Analysis

Vanguard Group is one of the largest asset managers in the U.S., with more than $ 1 trillion in assets, ninety percent of which are mutual fund assets, and more than 12,000 employees at the end of 2006. Vanguard has a strong reputation as a manager referring to inexpensive investment and high quality customer service, which always does what he thinks is best for their clients. Vanguard recently released a family of life-cycle funds called target retirement funds. Life cycle funds, which have proven popular with investors as the company sponsors a defined contribution pension plans and individual investors, built on the idea of "age-investment", or the fact that investors should allocate more of their long-term savings in stocks when they are young and have a long horizon to retirement, and reduction of the distribution as they approach retirement. Office at Vanguard examines the central role of these funds can play in a number of initiatives aimed at increasing retail, Vanguard, and a contribution by consulting services. Prior to approval of the law on the protection of pension will enable sponsors defined contribution plans to take a more active role in advising plan participants and assets in individual retirement accounts and defined contribution pension plans will continue their rapid growth moving forward. If Vanguard promote these funds As a next step in the search for Vanguard, to make an investment, as a simple, cheap and effective as it can be? Vanguard brand at stake and customer confidence, and well-being of millions of Americans are now responsible for ensuring their own retirement. "Hide
by Luis M. Viceira Source: Harvard Business School 32 pages. Publication Date: June 26, 2007. Prod. #: 207129-PDF-ENG

Share This

SALE SALE

Save Up To

30%

IN ONLINE CASE STUDY

FOR FREE CASES AND PROJECTS INCLUDING EXCITING DEALS PLEASE REGISTER YOURSELF !!

Register now and save up to 30%.