How Dimensional Is Going Beyond Indexing
Index funds are often viewed as low-cost, passive investments designed to avoid subjective decisions and to simply deliver the returns of an asset class. However, the providers who manage the benchmarks that are tracked by index funds must make a number of active decisions, and these decisions can have a notable impact on index funds’ returns.
In this five-part video series, we take a closer look at some of index investing’s inefficiencies. Joel Schneider, Deputy Head of Portfolio Management for North America, examines the implications of how indexes are constructed and managed—and explores what Dimensional believes is a better way to invest.
- Video 1: Active Decisions Can Impact Returns
- Video 2: Who Writes the Rules for Indexes?
- Video 3: Is the S&P 500 Index Passive?
- Video 4: Is Indexing Aligned with Your Goals?
- Video 5: Index Investing Is Good, Not Great