This month, we’ve added Dimensional and their Core Wealth Portfolios to our investment menu.
About the manager
Dimensional is a global investment firm that has been translating academic research into practical investment solutions since 1981. Dimensional is headquartered in Austin, Texas, has global offices across North America, Europe, Asia, and Australia and has been in Australia since 1994.
Guided by a strong belief in markets, Dimensional offers a full range of strategies that focus on the drivers of expected returns and support the diverse needs of investors worldwide. The firm applies a dynamic implementation process that integrates advanced research, methodical portfolio design, and careful execution, while balancing risks, costs, and other trade-offs that may impact performance.
Dimensional’s investment philosophy
Dimensional’s investment philosophy is based on rigorous theoretical and empirical research and 40 years of experience implementing investment solutions to address global investors’ needs. The following three beliefs underpin their investment philosophy:
- Market Prices contain reliable information
Security prices and fundamentals contain reliable information about systematic differences in expected returns among securities. Through research, Dimensional uses that information to identify long-term, short-term, and intra-day drivers of expected returns and to implement strategies pursuing higher expected returns.
- Diversification is essential
Diversification helps reduce uncertainty, manage risk, and improve the reliability of outcomes. Furthermore, diversification adds value by providing flexibility, which in turn allows for more effective management and trading of a portfolio.
- Managing trade-offs adds value
Investing involves trading off risks and costs with expected returns. By identifying and focusing on the trade-offs that matter, we can add value by continuously and efficiently targeting market premiums, reducing the costs associated with turnover, and implementing a flexible trading strategy that enables opportunistic execution and minimises costs.
To find out more about Dimensional’s Core Wealth Portfolios, click here.
Like to know more?
Contact your North Business Development Manager to find out more or view our complete range of diversified managed portfolios.
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