Company Overview of Dimensional Fund Advisors LP
Dimensional Fund Advisors LP is an employee owned investment manager. The firm provides its services primarily to investment companies and mutual funds. It also provides its services to high net worth individuals, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, and state or municipal government entities. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages equity and fixed income mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. It also invests in real estate markets. The firm primarily invests in growth and value s...
6300 Bee Cave Road
Austin, TX 78746
Founded in 1981
Key Executives for Dimensional Fund Advisors LP
Chairman, Co-Chief Executive Officer, and President
Co-Chief Executive Officer, Co-Chief Investment Officer, Director, and Member of the Investment Committee
Vice President, Chief Financial Officer, and Treasurer
Chief Executive Officer Asia-Ex Japan, Member of Investment Policy Committee, and Chairman of the Global Defined Contribution Business Committee
Head of Research, Co-Chief Investment Officer, Member of Investment Policy Committee, and Member of Investment Committee
Compensation as of Fiscal Year 2015.
Dimensional Fund Advisors LP Key Developments
Dimensional Fund Advisors Launches Dimensional Target Date Retirement Income Funds
Nov 2 15
Dimensional Fund Advisors announced the launch of the Dimensional Target Date Retirement Income Funds, a next generation solution developed to help manage uncertainty around consumption in retirement. The series of 13 funds are carefully designed to address market, interest rate, and inflation risks leading up to and throughout retirement. The Dimensional Target Date Retirement Income Funds use asset allocation strategies to invest in income-growth investments (global equities and fixed income) as well as income risk management investments. The portfolios aim to address market, interest rate, and inflation risks with a hedging strategy based on established liability-driven investing (LDI) theory and an inflation-protected fixed income portfolio. Allocations between income-growth investments and income risk management investments shift over time to become more conservative as individuals near retirement age, as well as through retirement, to manage relevant risks and support retirement consumption. Plan sponsors may determine that the Dimensional Target Date Retirement Income Funds may be appropriate to add as their retirement plan's qualified default investment alternative (QDIA) or as an additional investment option. The funds are available to plan sponsors, consultants, and financial advisors. Dimensional is also introducing tools to help plan participants and retirement investors evaluate possible investment outcomes based on information about their current retirement savings and goals.
John Hancock Selects Dimensional Fund Advisors to Manage Six Multifactor ETFs
Jul 28 15
John Hancock Investments has selected Dimensional Fund Advisors LP to manage six John Hancock multifactor exchange-traded funds, or ETFs. This rules-based, or strategic beta, approach seeks to improve outcomes for investors by focusing on additional factors outside of market capitalization that, through historical analysis, have been shown to have the potential for higher expected returns. The Board of Trustees of John Hancock Exchange-Traded Fund Trust approved the ETF product offering in June 2015. Dimensional started applying the concept of multifactor investing more than 30 years ago, and the firm is one of the most well-respected managers in the industry. Dimensional's approach is rooted in decades of academic research into the factors that drive expected returns, along with a record of delivering results to investors.
John Hancock Investments Selects Dimensional Fund Advisors to Manage Suite of Multifactor ETFs
Jul 13 15
John Hancock Investments disclosed that Dimensional Fund Advisors LP (Dimensional) was selected to manage six John Hancock multifactor exchange-traded funds (ETFs), leveraging Dimensional's long record of applying insight from academic research into a systematic investment process across asset classes. This rules-based, or strategic beta, approach seeks to improve outcomes for investors by focusing on additional factors outside of market capitalization that, through historical analysis, have been shown to have the potential for higher expected returns.
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