We look at the best ways to determine if you’re getting value from your actively managed fund.
Douglas Grim, CFA, is a senior investment strategist in Vanguard Investment Strategy Group (ISG). He conducts research and gives speeches on issues related to portfolio construction, investment strategies, global market trends, and alternative investments. Before his current role, he was a senior investment consultant in Vanguard Institutional Advisory Services®. In that position, he provided asset allocation and portfolio construction recommendations, investment policy consulting, and capital markets research to defined benefit, endowment, and foundation clients. He also served as team leader responsible for assisting other consultants with all asset allocation and asset/liability studies conducted for clients. Prior to that role, he was a member of the relationship team serving large, nondiscretionary nonprofit clients.
Mr. Grim earned a B.S. in marketing from the University of North Carolina at Wilmington. He holds the Chartered Financial Analyst® certification and FINRA Series 6, 7, and 63 licenses. He is a member of the CFA Institute and the CFA Society of Philadelphia.