Adding Value Daily: Portfolio Management and Trading

1 CE Credit | 50-Minute Video

This session explores the role of portfolio management and trading in adding value across Dimensional's investment process. The discussion includes in-depth looks at the long-term, short-term, and intraday drivers of expected returns that influence portfolio design, as well as portfolio decisions that can add value each day.

Learning Objectives

1. Explore the integrated objective of using research, portfolio design, portfolio management, and trading to maximize expected returns across various time frames while managing risks and controlling costs.

2. Learn how portfolio structure and daily management/trading decisions can increase expected returns; control risk through integration, diversification, and capped nonpriced risk; and reduce turnover and trading costs.

3. Understand the two types of trading costs—implicit and explicit—and how both can have a significant impact on expected returns.

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