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The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions

English

By (author): Eric Balchunas

The index fund wouldnt be jack without Jack. It was just one innovation fueled by The Vanguard Group founder Jack Bogles radical idea in 1975 to make investors the actual owners of his new fund company. While the move was as much to save his job as it was to save investors, the end result was powerful: a fund company for the people and by the people. Bogle began a 50-year process of lowering costs inch by inch, which ultimately unleashed a populist revolt that has saved average investors trillions of dollars while reforming and right-sizing much of the entire financial industry.

Today, nearly every dollar invested in America goes to either Vanguard funds or Vanguard-influenced funds. But Bogles impact and this great cost migration reaches well beyond index funds into many other areas, such as active management, ETFs, the advisory world, quantitative investing, ESG, behavioral finance and even trading platforms. The Bogle Effect takes readers through each of these worlds to show how theyand the investors they serveare being reshaped and reformed.

While hundreds of fund providers have copied the index fund that Vanguard made popular no one is yet to copy its mutual ownership structure. Why? This book explores that question as well as what made Bogle such an anomalyseemingly immune to the overwhelming magnet of ambition that dictates Wall Street, made famous by movies like Wall Street, The Big Short, and The Wolf of Wall Street. On the flip side, Bogle wasnt perfect by any stretchhe could be moralizing, cantankerous, and tended to make virtue out of necessity.

The Bogle Effect is animated by the authors hours of one-on-one, exclusive interviews with Bogle in the years before he passed, which reveal his philosophy, vision, intellect, and humor. Dozens of additional interviews with people who worked with him, lived with him, were influenced by him, and disagreed with him round out a portrait of this revolutionary figure.

You will never look at the financial industry or your portfolio the same way again.
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Product Details
  • Weight: 567g
  • Dimensions: 160 x 236mm
  • Publication Date: 26 Apr 2022
  • Publisher: BenBella Books
  • Publication City/Country: United States
  • Language: English
  • ISBN13: 9781637740712

About Eric Balchunas

Eric Balchunas is Senior ETF Analyst at Bloomberg Intelligence where he leads the ETF and passive fund research and contributes to Bloomberg Opinion. He is a frequent speaker at industry events and conferences as well as the co creator of the Bloomberg podcast Trillions and Bloomberg TVs ETF IQ. Eric is author of The Institutional ETF Toolbox. He lives in Philadelphia with his wife and two boys.

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