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Strategic Management at Vanguard. A Low-Cost Leadership Approach to Market Dominance

Joeleen Kimbell

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GRIN Verlag img Link Publisher

Sozialwissenschaften, Recht, Wirtschaft / Management

Beschreibung

Case Study from the year 2025 in the subject Business economics - Business Management, Corporate Governance, grade: A, , language: English, abstract: This paper examines Vanguard's strategic management framework, emphasizing its low-cost leadership and client-centric approach as the foundation of its success in the global investment management industry. Vanguard's operational efficiency, index fund expertise, and commitment to investor education have propelled its assets under management (AUM) to over $8 trillion as of 2023. The study evaluates the effectiveness of Vanguard’s strategies in market leadership, client retention, and financial stability, highlighting achievements such as a 12% annual growth in key funds and a 98% client retention rate. It also identifies challenges, including over-reliance on passive strategies, technology gaps, and revenue diversification needs. Strategic recommendations include leveraging artificial intelligence, expanding ESG offerings, and pursuing global market growth. This research underscores Vanguard's role as a pioneer in low-cost, long-term investment solutions and its potential to redefine industry standards in a rapidly evolving financial landscape.

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Schlagwörter

Index Funds, Low-Cost Leadership, ESG Investing, Strategic Management