{"id":665751,"date":"2026-05-26T09:17:22","date_gmt":"2026-05-26T09:17:22","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/665751\/"},"modified":"2026-05-26T09:17:22","modified_gmt":"2026-05-26T09:17:22","slug":"vanguard-releases-dynamic-active-passive-model-portfolio","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/665751\/","title":{"rendered":"Vanguard Releases Dynamic Active-Passive Model Portfolio"},"content":{"rendered":"

Vanguard has launched its new\u00a0Dynamic Active-Passive Model Portfolio series, expanding the firm\u2019s lineup of model portfolios for financial advisors.<\/p>\n

The series is designed to help advisors implement a dynamic active\u2011passive investment approach for clients at scale. It offers models to advisors wanting to merge passive management with active management, supported by an asset allocation framework that is adjusted throughout the year.<\/p>\n

\u201cOur Dynamic Active-Passive Model Portfolios simplify some of the most complex parts of portfolio construction and management,\u201d said Amma Boateng, managing director of Financial Advisor Services. \u201cBy leveraging model portfolios, advisors can continue delivering disciplined portfolio construction while spending more time with clients during moments that matter.\u201d<\/p>\n

The approach is available in seven different risk sleeves, ranging from most conservative at 100% fixed income, to most aggressive at 100% equities. These can be used as standalone products or to complement other portfolio holdings, Vanguard states.<\/p>\n

\u201cOur Dynamic Active-Passive Model Portfolio series builds on the success of our\u00a0Strategic Active-Passive Model Portfolio series<\/a>\u00a0and reflects what we\u2019re hearing from advisors: they want a disciplined, scalable way to blend low-cost, transparent index building blocks with active strategies,\u201d said Eve Cout, head of Advisor Solutions, Financial Advisor Services. \u201cThese models help advisors implement that approach without adding complexity\u2014and we\u2019ll pair them with client-ready materials and practice-management resources to help them deepen client relationships.\u201d<\/p>\n

According to Vanguard, allocations are recalibrated through a systematic process that integrates Vanguard\u2019s economic and market views with capital markets assumptions. The process leverages insights from the\u00a0Vanguard Capital Markets Model\u00a0(VCMM), alongside the\u00a0Vanguard Asset Allocation Model\u00a0(VAAM), to inform portfolio construction and positioning.<\/p>\n

\u201cThe Vanguard Capital Markets Model plays a critical role in how we think about future market returns,\u201d said Victor Zhu, global head of Model Portfolio Solutions. \u201cBy integrating forward\u2011looking return distributions with our evolving economic and market perspectives, our Dynamic Active-Passive Model Portfolios are designed to balance risk and return through a disciplined and repeatable process, helping investors navigate changing market conditions over time.\u201d<\/p>\n

\"Amanda<\/a><\/p>\n

Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news.<\/p>\n","protected":false},"excerpt":{"rendered":"Vanguard has launched its new\u00a0Dynamic Active-Passive Model Portfolio series, expanding the firm\u2019s lineup of model portfolios for financial…\n","protected":false},"author":2,"featured_media":665752,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[28,147,530,28210],"class_list":["post-665751","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-personal-finance","tag-personalfinance","tag-vanguard"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/665751","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=665751"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/665751\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/665752"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=665751"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=665751"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=665751"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}