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The scientific pursuit of
a better way to invest

Rely on science, not speculation

Dimensional is driven by an evidence-based approach, Nobel Prize–winning insights, and decades of expertise applying financial science to real-world portfolios.

44

Years since founding

$969B

In firmwide assets under management, USD (in billions)

1600+

Employees in 15 global offices

5

Nobel laureates associated with the firm (29 PhDs on staff)

One

Investment philosophy

Put markets to work for you

You don’t have to outguess the market to beat it. Dimensional uses information in market prices to target outperformance and manage risk.
Stock Pickers
Try to outguess the market
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Find pricing “mistakes”
Indexers
Track the market
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Match the returns of an index
Dimensional
Trust the market
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Use market data and a systematic approach to target higher expected returns
Find pricing “mistakes”
Match the returns of an index
Use market data and a systematic approach to target higher expected returns
Focus on the long term

A successful investment experience is about more than just returns. It’s being able to look beyond daily headlines and trust in your plan.

Changing the Way People Feel about Investing

People get very emotional very naturally when it comes to their money. Managing behavior is probably the biggest challenge of investing. People underestimate the anxiety that comes with investing and the stress that it brings. So I always was afraid of what could go wrong in the future. And of course that included investing. Think about all the things that are happening in the world and how can they affect the markets. That there's gonna be an Asian financial crisis and there's gonna be 0809 and there's gonna be a pandemic. And there's so many different people and articles telling you what to do, that it very quickly becomes paralyzing. And it's built on the premise of looking outward into the future, and none of us can predict the future. We want people to feel like they're gonna be okay. And if I can get you to a point where you feel like you are okay, the psychological benefit of that is massive. We have a point of view, a philosophy. You don't have to out guess the market in order to have a good experience. You can get the market to work for you. And the beauty of it is, it truly helps people. What I think is important for investors so that you can relax and enjoy whatever it is that you do that you enjoy outside of investing, is to set expectations correctly. It's an approach that is about making sure folks are informed and understand that markets are volatile, unexpected things will happen, but we can plan for them. The temptation to do something in the face of a situation that seems scary, where there's a lot of uncertainty, we're all susceptible to that. Investing, I think should be actually quite boring. It's a long-term view. You shouldn't touch your portfolio too much, is what the academic financial science would say about it. But that's not what you hear about. That's not what you read about when it comes to the financial media. We spend a lot of time and put a lot of energy into how do we best communicate and translate and connect the brain trust to what people are worried about, or thinking about, care about, to help them keep things in perspective. If we do our job well, I think people are more comfortable for sure. I think they're more than comfortable, actually. I think they're confident. I think they're empowered. The effect of it is pretty amazing and transformational for lots of people. This can really change people's lives. Not just in the future, it can change right now. It can change how you feel. Dimensional sees its purpose as making people's lives better. It's kind of an ethos that says every trade has a face and every account has a family, and never forget that. And to me, that's the kind of conscientiousness that I think makes Dimensional what it is.

40+ years of expertise capturing higher returns
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Performance data shown represents past performance and is no guarantee of future results.


There is no guarantee strategies will be successful.


Risks include loss of principal and fluctuating value. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Small and micro cap securities are subject to greater volatility than those in other asset categories. Value investing is subject to risk that may cause underperformance compared to other equity investment strategies. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks, including changes in credit quality, liquidity, prepayments, call risk, and other factors. Municipal securities are subject to the risks of adverse economic and regulatory changes in their issuing states.


This material deemed to be issued by Dimensional Fund Advisors Pte. Ltd., which is regulated by the Monetary Authority of Singapore and holds a capital markets services license for fund management.

This advertisement has not been reviewed by the Monetary Authority of Singapore. This information should not be considered investment advice or an offer of any security for sale. All information is given in good faith without any warranty and is not intended to provide professional, investment or any other type of advice or recommendation and does not take into account the particular investment objectives, financial situation or needs of individual recipients. Before acting on any information in this document, you should consider whether it is suitable for your particular circumstances and, if appropriate, seek professional advice. Dimensional Fund Advisors Pte. Ltd. does not accept any responsibility and cannot be held liable for any person’s use of or reliance on the information and opinions contained herein. Neither Dimensional Fund Advisors Pte. Ltd. nor its affiliates shall be responsible or held responsible for any content prepared by financial advisors.