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Daniel Wallick

Daniel Wallick

Daniel Wallick is a principal in Vanguard Investment Strategy Group, where he develops solutions for institutional clients. His work on endowment- and foundation-related topics, including portfolio construction, alternative investment, and risk, has been published extensively.

Wallick was involved in establishing the Vanguard Capital Markets Model, Vanguard Target Retirement Funds and the company’s use of tender option bonds. He also holds a financial patent for work in connection with Vanguard Managed Payout Funds.

Before joining Vanguard in 1998, Wallick worked in public finance, where he was responsible for the issuance of more than $10 billion of debt.

He earned a B.A. in history from the University of Pennsylvania and an M.B.A. from Harvard University.

Recent Articles by Daniel Wallick

How to Define Risk in Investment Portfolio

A conservative investment. An aggressive investment. If you’re like me, you can readily define those terms—or at least give examples. A Treasury note indexed to inflation? Conservative. Stock in a small company in an emerging market? Aggressive. But what makes an insurance company’s overall portfolio conservative or aggressive? And however you describe your or your […]

Connect With Daniel Wallick

  • Enterprise Risk Management