Align your clients' investing style with their personal preferences
Our approach to ESG
You work hard every day to help your clients reach their goals. That's why we're committed to helping you, your clients, and your practice succeed over the long term. It's how our mission is aligned with yours.
With these guiding principles, we offer environmental, social, and governance (ESG) products that can help your clients reach their investing goals while giving them the access and choice to invest according to their preferences.
Investment strategies
Every product Vanguard offers, including our ESG funds, must meet our rigorous standards and align with our time-tested investment philosophy.
We currently offer seven ESG products: four exclusionary index funds and three actively managed funds.
For your clients who want to limit exposure to certain industries or business activities that pose heightened ESG-related risks or conflict with their ESG preferences, we offer index funds that avoid or reduce exposure to specific industries (such as firearms, tobacco, or fossil fuels) while seeking to achieve a market-like return
We also offer active ESG funds that seek to generate excess return by allocating capital to companies thatthe fund managers assess as demonstrating leading ESG practices consistent with each fund's ESG mandate.
Some clients—those with very specific ideas about causes or issues they want their investments to support or exclude—may be better suited with a more precise solution: Vanguard Personalized Indexing.
Our ESG funds
Explore our lineup of actively managed and index ESG-focused product offerings.
Featured insights on ESG strategies
PERSONALIZED INDEXING
Offer clients custom ESG options with direct indexing
Learn about Vanguard Personalized Indexing, whichprovides a more precise solution for clients with specific causes or issues they want their investments to support or exclude.
Related tools
Use our tools for reliable, objective data for Vanguard and non-Vanguard products, including ETFs and mutual funds from any fund family. Independent analysis by Morningstar provides unbiased results.
Portfolio analytics
Create and evaluate client portfolios. Analyze hypothetical performance risk statistics, country diversification, asset allocation, compare two portfolios side by side, and more.
Compare products
Direct product comparison of up to five products in a convenient side-by-side layout. Generate custom, client-ready PDFs and easily email the online comparisons.
Disclosures and footnotes
For more information about Vanguard funds or Vanguard ETFs, view detailed product information or call 800-997-2798 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.
Vanguard ETF Shares are not redeemable with the issuing Fund other than in very large aggregations worth millions of dollars. Instead, investors must buy and sell Vanguard ETF Shares in the secondary market and hold those shares in a brokerage account. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling.
ESG funds are subject to ESG investment risk, which is the chance that the stocks or bonds screened by the index/data provider or advisor, as applicable, for ESG criteria generally will underperform the market as a whole or, in the aggregate, will trail returns of other funds screened for ESG criteria. The index/data provider or advisor’s assessment of a company, based on the company’s level of involvement in a particular industry or their own ESG criteria, may differ from that of other funds or an investor’s assessment of such company. As a result, the companies deemed eligible by the index/data provider or advisor may not reflect the beliefs and values of any particular investor and may not exhibit positive or favorable ESG characteristics. The evaluation of companies for ESG screening or integration is dependent on the timely and accurate reporting of ESG data by the companies. Successful application of the screens will depend on the index/data provider or advisor’s proper identification and analysis of ESG data. The advisor may not be successful in assessing and identifying companies that have or will have a positive impact or support a given position. In some circ*mstances, companies could ultimately have a negative or no impact or support of a given position.
Vanguard Personalized Indexing Management, LLC (“Vanguard Personalized Indexing Management”), formerly Just Invest, LLC, an SEC-registered investment advisor, is an independently operated wholly-owned subsidiary of The Vanguard Group, Inc. (“Vanguard”). Vanguard Personalized Indexing is an asset management technology that has been developed and is offered solely by Vanguard Personalized Indexing Management.
For more information on Vanguard Personalized Indexing Management and Vanguard Personalized Indexing, and to access Vanguard Personalized Indexing Management'sForm CRSandForm ADV Part 2Adisclosure brochure, please visit the Vanguard Personalized Indexingtopic page.
