Developing Dimensional Wealth Models

By Kaitlin Hendrix, CFA Asset Allocation Research Director and Vice President   |   Alexander Lennon Investment Strategist and Vice President

Developing Dimensional Wealth Models

Jan 27, 2023

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Developing Dimensional Wealth Models

This paper outlines issues to consider when choosing an asset allocation suitable for an individual investor’s goals. Our approach aims to help investors achieve their goals by systematically and cost-effectively pursuing higher expected returns while managing risks efficiently.

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Jan 27, 2023

Currency

AUD