Passive Is a Series of Active Decisions
Investors have increasingly adopted indexing as part of their mix of investments, due in part to the low relative fees and the fact that traditional active managers have had a hard time consistently beating indices over time.
Upon a deeper look, index providers make many active decisions but do so within a rigid set of rules. These videos evaluate many of these decisions, examine the total costs associated with a rigid process, and propose a thoughtful and time-tested alternative.
Which Indices Should You Choose?
The Total Cost of Ownership
Which Stocks to Include?
Style Drift and Unintended Exposure
Get a Move On (Index Providers Are Not Fiduciaries)
Watch the Full Presentation
Further Reading
Beware the Hidden Costs of Indexing
Beware the index reconstitution effect, an important yet less-visible source of costs associated with index investing.
How Targeting Size, Value, and Profitability Can Improve Retirement Outcomes
A core equity portfolio focused on the premiums can go beyond a market index and help retirement investors achieve better outcomes.
Disclosures
This information is provided for registered investment advisors and institutional investors and is not intended for public use. 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.
Eugene Fama and Ken French are members of the Board of Directors of the general partner of, and provide consulting services to, Dimensional Fund Advisors LP.
International and emerging markets investing involves special risks such as currency fluctuation and political instability. Investing in emerging markets may accentuate these risks.
Named securities may be held in accounts managed by Dimensional. This information should not be considered a recommendation to buy or sell a particular security.
Diversification does not eliminate the risk of market loss.
Past performance is not a guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio.
S&P data © 2023 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.
CRSP data provided by the Center for Research in Security Prices, University of Chicago.
Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes.
FTSE data © 2023 FTSE LLC. All rights reserved.
MSCI data © MSCI 2023, all rights reserved.
This content is distributed for informational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.