World-Class Global Portfolios for Today's Investor

Research

Dimensional Fund Advisors

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, they help investors pursue higher expected returns through advanced portfolio design and careful implementation. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpins their research.

Investment Philosophy and Process

The Dimensional investment philosophy has been shaped by decades of research. They believe that the security prices reflect all publicly available information as intense competition among market participants drives prices toward fair value. They use the information in market prices, combined with fundamental data, to systematically identify differences in expected returns among securities.

They seek to add value by building portfolios that target higher expected returns in cost-effective manner. By integrating a dynamic, market-driven process with a flexible trading strategy, they manage the tradeoffs that matter for performance-balancing competing premiums, diversification, and costs. This approach is applied consistently across a full suite of global and regional equity and fixed income strategies, allowing them to help meet the diverse needs of investors worldwide.

Dimensional’s Portfolio Management and Trading desks are located across the US, Europe, and Asia-Pacific, enabling them to cover global markets and manage strategies on a continual basis. Their global investment team applies the same philosophy, process, and systems across offices and regions.

Research-Based Solutions

Dimensional has forged a deep working relationship with leading financial economists-including Eugene Fama, Kenneth French, and Robert Merton- who work closely with their Portfolio Management, Trading, and Research teams, in addition to serving on their Investment Policy Committee, The opportunity for vigorous exchange between our internal researchers and these lauded academics has allowed Dimensional to bring the ideas of financial science to life for investors.

A strong belief in markets frees Dimensional to think and act differently about investing. The longevity of our client relationships ? many dating back decades- demonstrates their commitment to client services and the stability of our organization. By evolving with advances in financial science, Dimensional has delivered long-term results for investors.

Schedule a free 15-minute call today.

Learn more. Get started.