Build, analyze and compare portfolios to see how our investment products can fill gaps and add diversification. View a portfolio's sector breakdown, weighting by world regions, credit quality, degree of correlation and risk exposure. Generate and save custom reports as PDFs.
Now there are more great reasons for advisors to register for Vanguard Canada's website. We have an easier way to build, analyze, and compare portfolios—all in one place. Vanguard's simple—but powerful—Portfolio Analytics tool gives you feature-rich flexibility, without the steep learning curve of some other programs … at no charge.
Also, you can now personalize your experience on our site to make it even more useful, by creating your own product watch list and saving favorite articles and research from Vanguard.
First, let's take a close look at the Portfolio Analytics tool. You can use it to bring investing scenarios to life —by creating and saving up to 50 portfolios, each with up to 50 Canadian and U.S. funds and securities. The tool will show how ETFs can fill portfolio gaps and add diversification and demonstrate how adding low-cost investments can improve returns.
With portfolio analytics, modelling even complex scenarios is a snap. For instance, you can call up a portfolio you've already saved and compare it side-by-side with another … and compare it to an existing benchmark or custom benchmark you've created.
This powerful tool allows in-depth analysis. You can view a portfolio’s sector breakdown, weighting by world regions, asset allocations, degree of correlation and risk exposure. Most of these features are offered at the security levels as well, letting you easily pinpoint any gaps.
Portfolio Analytics delivers unbiased results using Morningstar data. Lastly, generate and save custom reports as PDF files.
Speaking of customization, we want you to know about two other ways you can personalize our site to make it even more useful. First, you can create a product "watch list" to keep an eye on specific Vanguard ETFs you're interested in, or that your clients might own. The ETFs you're tracking are all in one convenient place, with quick links to detailed performance and cost information.
You can also bookmark articles, research, videos and other content on our site.
If you're not registered for online access, sign up now. It only takes a few minutes. Or, if you're already registered, log on and take advantage of these new features.
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For Financial Advisor Use Only.
References in this presentation to "Vanguard" are to our parent company, The Vanguard Group, Inc. Vanguard ETFs® are managed by Vanguard Investments Canada Inc., an indirect wholly-owned subsidiary of The Vanguard Group, Inc.
The Portfolio analytics tool is powered by Morningstar, Inc., an independent third party not related to Vanguard Investments Canada Inc. or any of its related bodies corporate (collectively, "The Vanguard Group").
This information is for financial advisor use only, and may not be further distributed in any way. This material is for informational purposes only and has not been designed for, or intended for, use by potential investors.
It remains the responsibility of each financial advisor to make a suitability determination for his or her clients. Financial advisors should review carefully this information and any relevant product disclosure documents (i.e. a mutual fund’s prospectus) for more complete information regarding any fees, expenses, investment objectives and risks, and make their own determination as to the appropriateness of any security or investment strategy.
There is no guarantee that any particular asset allocation or mix of funds will meet an investor’s investment objectives or provide him or her with a given level of income. This information is not financial or investment advice and is not a recommendation to buy or sell any particular security or to adopt any particular investment strategy. Past performance is not an indication of future performance.
While this information has been compiled from proprietary and non-proprietary sources believed to be reliable, no representation or warranty, express or implied, is made by The Vanguard Group, Inc., its subsidiaries or affiliates, or any other person (collectively, "The Vanguard Group") as to its accuracy, completeness, timeliness or reliability.
The Vanguard Group takes no responsibility for any errors and omissions contained in this information and accepts no liability whatsoever from any use of, or reliance on, this information.
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