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Institutional Investors

Solving Complex Challenges for Institutional Investors

Dimensional was founded in 1981 to provide institutions with innovative investment solutions backed by financial science.

Our first strategy gave institutional investors access to US small company stocks to help them expand their investment universe and improve diversification.

 

Today, institutions can choose from a full range of strategies or customise their approach to cover regions and asset classes around the globe.

 

We work with all types of institutional clients, with many of these relationships spanning decades. This longevity demonstrates our consistent market philosophy and investment approach, and commitment to innovation. Dimensional clients include:

 

  • Corporate and Public Pensions
  • Defined Contribution Plans
  • Financial Institutions
  • Corporate Assets
  • Multi-Employer Plans
  • Sovereign Wealth Funds
  • Insurance Companies
  • Endowments and Foundations
  • Consultants
  • Fiduciary/OCIO
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Learn more about how we work with institutional asset owners and their consultants to deliver better investing through financial science.

 

Need immediate help? Contact our client services team on +44 (0) 20 3033 3300.

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Dimensional Investing

We have a long history of offering investment solutions designed to outperform indexed approaches. Our strategies maintain broad diversification, low costs, and transparency—and pursue higher expected returns by combining research insights with thoughtful portfolio design and flexible, active implementation.

 

Our systematic, data-driven approach has delivered a strong track record across a full suite of global and regional strategies and through different market environments.
Learn more about our approach
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Dimensional 360®

We have designed Dimensional 360 to help you better serve constituents. Use our suite of tools to:

  • Access Dimensional specialists, analytics tools, and research
  • Receive custom analyses of investment options and aggregate portfolios
  • Attend signature events to learn from Dimensional experts and leading academics
  • Connect with peers and share ideas through our professional communities
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Learn more
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Risks include loss of principal and fluctuating value. Small cap securities are subject to greater volatility than those in other asset categories. International investing involves special risks such as currency fluctuation and political instability. Investing in emerging markets may accentuate these risks. Sector-specific investments can also increase investment risks. Fixed income securities are subject to increased loss of principal during periods of rising yields and may be subject to various other risks including changes in credit quality, liquidity and other factors. Real Estate investments are subject to changes in real estate values and property taxes, interest rates, cash flow of underlying real estate assets, supply and demand, and the management skill and credit worthiness of the issuer. Sustainability strategies use environmental and social screens that may limit investment opportunities for the strategy.

There is no guarantee strategies will be successful.

Diversification neither assures a profit nor guarantees against loss in a declining market.