Putting a value on value: Quantifying advisor's alpha

August 31, 2016

 

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This updated research paper delves into the concept of Vanguard Advisor's Alpha®, which outlines how you can add value, or alpha, through relationship-based services such as financial planning, discipline, and guidance, rather than by trying to outperform the market.

The paper includes seven "quantification modules" summarizing key wealth-management best practices and providing a reasonable framework for describing and further differentiating your value proposition.

Use this paper to:

  • Discover five modules that help quantify the benefits of advisor's alpha.
  • Understand the intermittent, but significant, value that relationship-based services can ultimately bring to a portfolio.
  • Learn how to quantify benefits such as guiding clients to "stay the course" as compared to the alternate history they would have experienced with a knee-jerk response to the market.
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Additional materials

Note:

  • All investing is subject to risk, including possible loss of principal.
 

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