Learning Center

You Are the Value: Rethinking and Articulating the Value Proposition Beyond Returns

5 (1 vote)

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

image

Key:

Complete
Failed
Available
Locked
You Are the Value: Rethinking and Articulating the Value Proposition Beyond Returns
Open to view video.
Open to view video.
Exam
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available