Put Financial Science to Work for Your Clients
Indexing has its benefits—including broad diversification, greater transparency, and lower costs. But trying to closely track a commercial index also creates constraints that can limit your return potential. There may be a better way to invest—one that combines the benefits of indexing with the opportunity to outperform benchmarks.
In this upcoming webcast, join Gerard O’Reilly, Co-CEO at Dimensional and Tom Lydon, CEO of ETF Trends, for a discussion on Dimensional's signature approach to factor-based investing.
During the webcast, they will cover:
- ETF strategies designed to enhance client portfolios and support long-term investment objectives
- How Dimensional uses market information and research insights to target securities with higher expected returns while managing risks and costs
- The potential advantages of staying flexible in all aspects of implementation, including portfolio design, daily management, and trading
NOT accepted for one hour of CFP/CIMA 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.
Gerard O’ReillyCo-Chief Executive Officer and Chief Investment Officer
Dimensional Fund Advisors