Jeff DeMaso

439 posts

Weekly Brief

From Middle East Tensions to Vanguard’s Big Reorg

Don’t trade headlines | Vanguard to split stock index team | Portfolio Managers reassigned ahead of split | Reporting stale prices

| 6 min read
IVA Research

Simple is Smart—But Is It Enough?

FUNDS FOCUS – BALANCED FUNDS | Vanguard’s balanced funds are a great place to begin your investment journey—I’ll help you use them better.

| 16 min read
Quick Take

Two Indexing Teams, One Vanguard

Vanguard’s split creates rival indexing teams under one roof. Can it hold costs down while keeping its edge?

| 4 min read
Quick Take

Vanguard’s New Structure: Same Funds, New Framework

Vanguard is splitting into two units—don’t panic.

| 2 min read
Quick Take

Vanguard Trims Its Manager Roster

Vanguard removes managers from 44 stock index mutual funds and ETFs

| 1 min read
Weekly Brief

When Headlines Mislead and Managers Move

Calm in the face of conflict | More on dual mutual fund–ETF share classes | Lazard fired from International Value | Jennison’s McCarragher plans her retirement

| 5 min read