WEBCASTS

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. 

March 29, 2022
11am PT | 2pm ET
1 CE Credit
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SUMMARY

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

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.

SPEAKERS

Gerard O’Reilly

Co-Chief Executive Officer and Chief Investment Officer
Dimensional Fund Advisors

Tom Lydon

CEO
ETF Trends

Disclaimer
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Important Disclosures

Important Disclosures

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. Dimensional Fund Advisors LP does not endorse, recommend, or guarantee the services of any advisor, or advisory or consulting firm. Dimensional Fund Advisors LP is not affiliated with the third-party speakers listed above.

ETFs trade like stocks, fluctuate in market value, and may trade either at a premium or discount to their net asset value. ETF shares trade at market price and are not individually redeemable with the issuing fund, other than in large share amounts called creation units. ETFs are subject to risks similar to those of stocks, including those regarding short-selling and margin account maintenance. Ordinary broker commissions may apply. Risks include loss of principal and fluctuating value.