Financial Institutions Group
Dimensional Investing is about implementing the great ideas of financial science for our clients.
Dimensional’s Financial Institutions Group works with large, complex, and often multinational organizations that operate multiple lines of business. FIG acts as a central point of contact for each relationship and coordinates multichannel efforts within our firm in an effort to foster more consistent interactions, as well as an expanded awareness of and access to Dimensional’s full range of services and support.
With decades of experience working with large institutions and advisory businesses, Dimensional has developed resources and expertise that go beyond investments. We help financial institutions grow their business at the enterprise level by working with their distribution channels to become more effective.
We are here to help with any questions you may have, from information on Dimensional’s investment offerings to practice management and thought leadership for your advisors.
FIG develops and delivers customized solutions for private banks, registered investment advisors, independent broker-dealers, full-service broker-dealers, asset managers, and insurance groups. We regularly engage with our clients’ research teams on investment mandates and seek to ensure that global protocols are met and satisfied.
- Customized solutions: While we have a number of established investment vehicles readily available, we work with our clients to understand what they need and how we can support them.
- Research team engagement: We’re all about the pursuit of truth. Our belief is that the right idea is the one that wins. Great research is research that you can structure strategies around. Great research helps solve problems for clients.
- Global protocol: We have investment strategies offered in many currencies and 11 offices outside of the US to support your global organization.
“I take the market efficiency hypothesis to be the simple statement that security prices fully reflect all available information.”
Our team serves as your information solutions group, available to offer guidance on custom benchmarking and subadvising, consult on practice management, and provide thought leadership for advisors. We help you understand Dimensional’s investment philosophy and ways we can collaborate with your institution, your reps, and your clients.
- Subadvising: Dimensional works with your team to manage part of your portfolio or collaborate on the entire portfolio. Our low costs and operational efficiency have benefited many of our clients.
- Custom benchmarking: Work with our research and analysis team to create a benchmark specific to your institution’s investment policy and mandates. Dimensional’s focus on academic research allows us to apply these principles to your needs.
“The client experience has always been, and will continue to be, why we do what we do.”
Our broad range of global and regional equity and fixed income strategies invest in US, non-US developed, and emerging markets. They are accessible through a variety of vehicles—including mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and transparent wealth models—and are all designed to address the unique needs of your institution.
- Broad range of strategies: Dimensional offers equity and fixed income strategies across the US, non-US developed, and emerging markets. These strategies include total market and component portfolios, as well as REITs and commodities.
- Customized vehicle structure: The firm works diligently to provide financial institutions and professionals with choices in how they implement Dimensional’s approach to investing. Dimensional is known for mutual funds, but the firm offers a broad range of global investment solutions, including SMAs, ETFs, wealth models and global vehicles.
“Ideas alone are cheap—implementation is what really counts.”
Additional Information
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at dimensional.com. Dimensional funds are distributed by DFA Securities LLC.
This information is not meant to constitute investment advice, a recommendation of any securities product or investment strategy (including account type), or an offer of any services or products for sale, nor is it intended to provide a sufficient basis on which to make an investment decision. Investors should consult with a financial professional regarding their individual circumstances before making investment decisions.