ETFs, Investments

Vanguard unveils managed account strategies

Vanguard Australia has announced its diversified portfolio strategies are now available through Macquarie’s separately managed accounts on its wrap platform.

The availability of the diversified strategies through managed accounts extends the options for advisers and investors seeking access to the investment manager’s professional asset allocation, and targets the growing base of advisers using managed accounts.

Vanguard’s exchange-traded funds (ETF) will predominantly be used to implement the asset allocation for the strategies, which comprise conservative, balanced, growth and high-growth options, each with varying exposures to domestic equities, international equities and fixed income.

Each portfolio provides investors with global exposure to some 6500 individual companies and more than 5000 fixed income securities.

Vanguard head of distribution Matthew Lumsden said the firm believes its first suite of managed account strategies will appeal to the increasing number of advisers adopting managed accounts to assist in their service delivery to clients due to the business efficiencies they can offer.

“Depending on their preference and investment needs, advisers and investors now have greater choice in how they access Vanguard’s best thinking on asset allocation represented in our diversified portfolios, whether that’s through our low-cost managed funds, ETFs or through managed accounts,” Lumsden said.

“Over time we aim to grow the range of strategies offered through managed accounts to further expand the choices available to our advisers and investors.”

Vanguard’s diversified managed account strategies offer transparent, low-cost solutions for investors, with the benefit of the manager’s professional monitoring and rebalancing.

The asset allocation for each strategy is set by its investment strategy group, a global team of researchers, economists and analysts, as part of a robust framework used by Vanguard globally.

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