Investor Symposium

dimensional investing

Investor Symposium

Presentations

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Investor Symposium



The Investor Symposium features talks by Dimensional thought leaders and senior-level speakers. Presentations introduce key investment principles, describe Dimensional’s investment process, and contrast a market-based approach to alternative management styles. The sessions also highlight the important role that advisors play during the investment journey. 


Presentations

Slides | Client Ready

Tax Efficient Investing

with Mark Gochnour, CFA
Tax Efficient Investing

Slides | Client Ready

The Foundational Principles

with Jake DeKinder, CFA
The Foundational Principles

Slides | Client Ready

Dimensional Investing

with Rob Harvey, CFA
Dimensional Investing

Learn More

Signature Report | Client Ready

The Fund Landscape

The Fund Landscape

Insert | Client Ready

Dimensional’s Track Record Across Strategies

This two-page overview illustrates the Dimensional US Equity Flagship Mutual Funds’ track record compared to the prospectus benchmark.

Video | Client Ready

Watch on YouTube

Watch on YouTube

Overview | Client Ready

The Dimensional Difference

This piece highlights Dimensional’s long-term track record and demonstrates our ability to deliver benchmark-beating results compared to the industry.


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