Portfolio Consulting

Draw on Vanguard’s expertise to enhance and build diversified, low-cost portfolios and improve upon the outcomes of existing portfolios.

Delivering on intended outcomes with strong risk management principles is what investing is all about. Vanguard’s Portfolio Consulting team offer a range of services providing insights, analysis and solutions to help you to help you identify potential opportunities and hidden biases for your investment portfolios.

How we can help you

Portfolio Analytics

Conduct a multi-lens review of your portfolio that assesses historical risk/return metrics and perform a detailed portfolio holdings analysis which may include portfolio-level attribution analysis, factor-based analysis, scenario analysis and more.

Forward-looking Analysis

Limitations of relying only on historical analysis is that it may only be applicable to a normalized environment. Overcome these and other limitations by accessing our proprietary Vanguard Capital Markets Model (VCMM) to evaluate the likelihood of achieving various investment outcomes.

Vanguard is changing the way the world invests. Our long-term focus and disciplined investment approach have encouraged millions of investors to rely on us.

Uncovering Hidden Biases

Uncovering Hidden Biases

Common errors such as focusing solely on historical performance when building an investment portfolio can result in unintended consequences. A comprehensive portfolio review that employs multiple risk lenses and analytics can deliver valuable insights that may help you achieve your intended outcomes. Read our paper on Uncovering Hidden Biases in an Investment Portfolio.

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Uncovering Hidden Biases
Our products

Our products

Find high-quality, low-cost ETFs for your investment portfolio

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Our products
We serve institutional and qualified investors in Mexico

We serve institutional and qualified investors in Mexico

If you would like to learn more about our products and services, please contact us by phone or email.

Contact us
We serve institutional and qualified investors in Mexico

"Applying a multi-lens view to portfolio construction can help our clients uncover potential hidden biases and provide them with the best chance for investing success."

Ashish Dewan

Portfolio Consulting Team

Why Vanguard?

Vanguard has been developing its expertise in portfolio construction ever since it was founded in 1975. The Portfolio Consulting team has built up a wealth of knowledge on the investment needs of advisers and refined its expertise in portfolio solutions. The team is here to help and provide analysis and solutions to help you better understand, examine and improve upon your model portfolios.

$10.4 T

AUM*

Total assets under management, Vanguard Group, Inc.

*Data as of August 31 2024. Monetary figures are in U.S. dollars.

50M+

Clients*

Investors, The Vanguard Group, Inc.

16

Global offices*

Giving clients worldwide the potential to achieve long-term success.

Portfolio consulting is provided in accordance with section 4.2, subsection a) of Vanguard Mexico’s Investment Services Guide and should not be considered as an investment recommendation, a recommendation can only be provided by Vanguard Mexico upon completion of relevant profiling and legal processes.