Why Vanguard
In what year did we first take a stand for investors?
1975... and we haven't sat down since.
How many learning styles are there according to Honey & Mumford?
4
How many account types do we offer?
6:
ISA
JISA
GA
SIPP
MISA
MSIPP
What does the X in the TEXAS model stand for?
Explicit Consent?
What floor of the landmark building are we on?
7
Complete the following quote from John Bogle:
Don't look for the needle in the haystack...
Just buy the haystack!
______ are people who learn by doing. They like to involve themselves in new experiences, and will ‘try anything once’. They tend to act first and consider the consequences afterwards
Activists
The managed service is for people who do not have the Time, Skill or ____ to hold an execution only account.
Will
What percentage of scam victims are between 65 and 74?
5%
Who is our CEO
Salim Ramji
What are the 4 core Values?
Care
Inclusion
Integrity
Tenacity
________ are keen on trying things out. They look for new ideas that can be applied to the problem in hand. They like to get on with things and tend to be impatient with open-ended discussions; they are practical, down-to earth people.
Pragmatists
What are the top and bottom levels of the risk spectrum
1 in ___ adults have a reading age of an 11 year old
7
Where is our corporate headquaters?
Malvern, Pennsylvania
What is at the centre of Vanguard's flywheel?
Driven by highly engaged crew
Name any one of the 4 stages of Kolb's Learning Cycle
Abstract Conceptualisation
Active Experimentation
Concrete Experience
Reflective Observation
How many funds do we offer on the UKPI platform?
86
What percentage of 25-34 year olds are in debt?
38%
WHo are the 3 people in training?
Lesene, Ru & John
What is our mission statement?
To take a stand for all investors, to treat them fairly, and to give them the best cance of investment success
What are Honey & Mumford's first names?
Peter & Alan
What are the 4 investment principles
Goals
Balance
Cost
Discipline
Name the 4 key drivers of vulnerability?
How do you spell Ru's first name?
Ruaidhrí