Vanguard Launches 7-Sleeve Active-Passive Model Portfolios for Advisers

2 articles · Updated · PLANADVISER · May 21

Vanguard introduced a new Dynamic Active-Passive Model Portfolio series for advisers, offering seven risk sleeves ranging from 100% fixed income to 100% equities.
The portfolios use a dynamic asset-allocation framework that is recalibrated throughout the year through a systematic process tied to Vanguard’s market and economic views.
That process draws on the Vanguard Capital Markets Model and Vanguard Asset Allocation Model to blend active and passive management in a single portfolio lineup.
Advisers can use the sleeves as stand-alone portfolios or alongside existing holdings, extending Vanguard’s toolkit for retirement and wealth-planning clients.

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