You Are the Value: Rethinking and Articulating the Value Proposition Beyond Returns
Join Paul Bosse, CFA, principal in Vanguard Investment Strategy Group, to learn how you can add value or alpha using the Vanguard's Advisor's Alpha concept. Learn how to apply relationship-oriented services such as cogent wealth management via financial planning, behavioral coaching, and guidance as a primary objective of your value proposition.
- Demonstrate how tax efficiency can help minimize portfolio costs
- Examine the value you can provide to portfolios by coaching clients to avoid performance-chasing behavior
- Understand how a well-thought-out strategy can serve as an important emotional anchor for clients during periods of panic or greed in the markets
Paul Bosse, CFA
Principal, Vanguard Investment Strategy Group
Paul Bosse, CFA, is a principal in Vanguard Investment Strategy Group. He works with institutional clients, consulting on asset allocation and portfolio construction issues. Before joining Vanguard, Mr. Bosse was director of asset allocation and chairman of the investment committee at DuPont Capital Management. While at DuPont, he designed the strategic asset allocation for the pension trust fund and managed the global tactical asset allocation portfolio. He also had investment oversight for several international pension plans and the employee defined contribution plan. Previous Dupont responsibilities included developing quantitative equity strategies and managing a small-cap fund.
Mr. Bosse is a former member of the investment committee for the University of Delaware endowment and is a CFA® charterholder. He earned a bachelor’s degree from the University of Virginia and an M.B.A. fro