Vanguard 2025 Fact Sheet

Vanguard is a global investment management company. As of 2023, the company manages $7.2 trillion in global assets.

In 2018, Vanguard launched Vanguard 2025, a new initiative to accelerate the company's growth and innovation. Vanguard 2025 aims to invest $20 billion in new technologies and capabilities by 2025.

The Vanguard 2025 initiative is focused on six key areas:

• Client experience: Vanguard is investing in new technologies to improve the client experience, such as mobile apps, online tools, and artificial intelligence.
• Investment innovation: Vanguard is developing new investment products and strategies to meet the evolving needs of clients.
• Operational efficiency: Vanguard is investing in new technologies to improve operational efficiency and reduce costs.
• Data and analytics: Vanguard is investing in new data and analytics capabilities to improve decision-making and personalize the client experience.
• Talent development: Vanguard is investing in new talent development programs to attract and retain the best and brightest employees.
• Sustainability: Vanguard is investing in new sustainability initiatives to reduce the company's environmental footprint and promote social responsibility.

Vanguard 2025 Progress

Since its launch in 2018, Vanguard 2025 has made significant progress. The company has invested $10 billion in new technologies and capabilities, and it is on track to invest the remaining $10 billion by 2025.

Client experience: Vanguard has launched a number of new technologies to improve the client experience, such as:

• Vanguard mobile app: The Vanguard mobile app allows clients to access their accounts, trade, and get financial advice on the go.
• Vanguard online tools: Vanguard offers a variety of online tools to help clients manage their investments, such as the Vanguard Retirement Planner and the Vanguard Investment Analyzer.
• Artificial intelligence: Vanguard is using artificial intelligence to personalize the client experience and provide better financial advice.

Investment innovation: Vanguard has developed a number of new investment products and strategies to meet the evolving needs of clients, such as:

• Vanguard Target Retirement Funds: Vanguard Target Retirement Funds are a series of target-date funds that automatically adjust the asset allocation of the fund as the client nears retirement.
• Vanguard ESG Funds: Vanguard ESG Funds are a series of environmental, social, and governance (ESG) funds that invest in companies with strong ESG practices.
• Vanguard Digital Advisor: Vanguard Digital Advisor is a robo-advisor that provides personalized investment advice and portfolio management services.

Operational efficiency: Vanguard is investing in new technologies to improve operational efficiency and reduce costs, such as:

• Robotic process automation: Vanguard is using robotic process automation to automate repetitive tasks, such as data entry and account processing.
• Cloud computing: Vanguard is using cloud computing to reduce the cost of its IT infrastructure and improve scalability.
• Blockchain: Vanguard is exploring the use of blockchain technology to improve the efficiency of its settlement and clearing processes.

Data and analytics: Vanguard is investing in new data and analytics capabilities to improve decision-making and personalize the client experience, such as:

• Big data: Vanguard is using big data to identify trends and patterns in the financial markets.
• Machine learning: Vanguard is using machine learning to develop new investment models and strategies.
• Artificial intelligence: Vanguard is using artificial intelligence to personalize the client experience and provide better financial advice.

Talent development: Vanguard is investing in new talent development programs to attract and retain the best and brightest employees, such as:

• Vanguard Academy: Vanguard Academy is a two-year MBA program that provides exceptional talent with the skills and knowledge they need to be successful at Vanguard.
• Vanguard Leadership Development Program: Vanguard Leadership Development Program is a three-year program that develops high-potential employees into future leaders.
• Vanguard Mentoring Program: Vanguard Mentoring Program pairs new employees with experienced mentors to help them learn and grow.

Sustainability: Vanguard is investing in new sustainability initiatives to reduce the company's environmental footprint and promote social responsibility, such as:

• Renewable energy: Vanguard is investing in renewable energy and green building projects.
• Responsible investing: Vanguard is promoting responsible investing practices by integrating ESG factors into its investment process.
• Community engagement: Vanguard is volunteering and donating to organizations that are working to make a difference in the communities where it operates.

Conclusion

Vanguard 2025 is a major initiative that is transforming the company and the investment industry. Vanguard is investing in new technologies, capabilities, and talent to improve the client experience, deliver innovative investment products and strategies, and operate more efficiently. Vanguard is also committed to sustainability and giving back to the communities where it operates.