Advisor Flipbooks

Go Beyond Indexing with Dimensional ETFs

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FOR PROFESSIONAL USE ONLY. NOT FOR USE WITH RETAIL INVESTORS. Our Daily Flexible Process Investing based on higher-expected-return factors doesn't guarantee a manager will outperform markets. That's because experience is key to real-world results. At Dimensional, our daily flexible process is built on over four decades of experience in managing systematic, higher- expected-return portfolios. Design well-diversified portfolios that pursue drivers of higher expected returns. Use a flexible approach that incorporates additional information to manage risks and increase expected returns. Portfolio Design Ongoing Considerations Equity Fixed Income D R I V E R S • Size • Value • Profitability C O N S I D E R AT I O N S • Investment • Momentum • Securities lending D R I V E R S • Term • Credit • Currency C O N S I D E R AT I O N S • Short-term equity returns • Proprietary credit ratings • Liquidity profile

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