WEBCASTS
A World of Opportunity in Global Markets
There is a world of opportunity in global markets that can help investors achieve a well-diversified portfolio. More than 40% of the world’s equity market and 60% of the world’s investment grade bond market are outside the US.1 While returns for any individual country are unpredictable, capturing returns from countries across the globe can help improve expected returns and provide the potential benefits of diversification.2
Dimensional Fund Advisors is a global asset manager with $618bn in AUM3 and more than 35 years of experience investing in global markets. In this session, we’ll hear from Dimensional investment and thought leadership experts Wes Crill, Senior Investment Director and VP, and Althea Trevor, Senior Investment Director and VP, as we discuss the potential benefits of global investing and explore case studies of how flexibility can add value to international and emerging markets portfolios.
SUMMARY
Topics will include:
- Improving upon indexing in Emerging Markets with a systematic, active approach
- Evaluating US home bias and currency hedging decisions in asset allocations
- Bringing global diversification to small account solutions
Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Althea Trevor
Senior Investment Director & Vice President - Investment SolutionsDimensional Fund Advisors
Wes Crill
Senior Investment Director & Vice President – Thought LeadershipDimensional Fund Advisors
Tom Lydon
Vice ChairmanVettaFi
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Important Disclosures
This complimentary webcast is for financial professionals only and is closed to the public.
This information is provided for registered investment advisors and institutional investors and is not intended for public use. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at dimensional.com. Dimensional funds are distributed by DFA Securities LLC.
Risks include loss of principal and fluctuating value. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. International and emerging markets investing involves special risks such as currency fluctuation and political instability. Investing in emerging markets may accentuate these risks. Fixed income securities are subject to increased loss of principal during periods of
rising interest rates. Fixed income investments are subject to various other risks, including changes in credit quality, liquidity, prepayments, call risk, and other factors.
Dimensional Fund Advisors LP is not affiliated with VettaFi.
All expressions of opinion are subject to change. This content is distributed for informational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.
1. As of December 31, 2022.
2. Diversification neither assures a profit nor guarantees against losses in a declining market.
3. AUM as of September 30, 2023.