Dimensional Models

Systematic investment solutions powered by financial science
Dimensional’s models embody over four decades of expertise in applying the great ideas in finance to global portfolio construction. The models offer a research-driven, systematic framework for pursuing a wide range of investment goals.
Strategic Asset Allocations
Dimensional Models deploy globally diversified equity and fixed income market allocations strategically to meet a range of investor goals.

Learn More:
Dimensional Wealth Models Brochure
Guided by Financial Science, Not Speculation
Our model portfolios integrate funds designed to outperform the broad market by focusing on drivers of higher expected returns identified by robust theoretical and empirical research.1
Learn More:
Dimensional’s Approach to Asset Allocation
Actively Implemented
Within each fund, Dimensional uses real-time information in markets to focus daily on targeting higher expected returns, managing risks and minimising costs.
Learn More:
Finding Your Balance: Tradeoffs and Decisions in Portfolio Rebalancing
Connect with Us

To learn more about how our models can help investors pursue their long-term investment goals, send us a message or contact our client services team at +44 (0) 20 3033 3300.

Read our Privacy Policy.

Learn More

Brochure | Client Ready

Dimensional Wealth Models Brochure

Dimensional Wealth Models Brochure

Research Paper | Professional

Picking the Right Model: Risk Tolerance and Long-Term Investment Goals

This study helps quantify the risk-return tradeoffs across different wealth models to help financial advisors better align clients’ portfolios with their risk tolerance and long-term investment goals.

Research Paper | Professional

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.

Article | Client Ready

Finding Your Balance: Tradeoffs and Decisions in Portfolio Rebalancing

Finding Your Balance: Tradeoffs and Decisions in Portfolio Rebalancing

Research Paper | Professional

Portfolio Rebalancing: Tradeoffs and Decisions

This paper identifies a clear tradeoff between tracking error—performance differences relative to a targeted asset allocation—and turnover—a proxy for rebalancing costs—that can help guide investors’ rebalancing choices.