Pursuing Higher Expected Returns: Research and Design

1 CE Credit | 52-Minute Video

Dimensional’s approach to systematic investing seeks to add value at every step of the investment process. In this session, we provide an overview of how insights from research on expected returns and portfolio design help us build robust investment solutions and increase the reliability of outcomes for our clients.

Learning Objectives

1. Review asset pricing principles to understand why securities can have different expected returns. 

2. Explore research on return variables and how they serve as building blocks for equity allocations positioned for higher expected returns. 

3. Understand why the efficient implementation of a portfolio requires an understanding of the interaction among premiums.

4. Learn how Dimensional seeks to trade in line with natural market volume in order to minimize trading costs.

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