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
