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Research / Report
Tuesday, July 16, 2024
Dimensional Fund Advisors
Measuring the Costs of Index Reconstitution: A 10-Year Perspective
Our study shows that an approach constrained to rebalancing on the day an index undergoes reconstitution may suffer from multiple sources of price pressure.
Research / Report
Tuesday, June 18, 2024
Dimensional Fund Advisors
Indices Acting Active: Index Decisions May Be More Active than You Think
Numerous active decisions go into the design and management of indices. Index fund investors should evaluate whether these decisions align with their objectives.
Research / Report
Monday, April 15, 2024
Dell Technologies
The Next Now: How to Become an Innovation Leader in the Age of AI
Currently, only 18% of organizations worldwide can be classified as "innovative" with mature practices*. That's why Dell Technologies surveyed 6,600 business and IT decision-makers across 40 locations to find out what's preventing organizations from innovating and how they plan to leverage artificial intelligence in the future to drive outcomes.
Research / Report
Monday, February 12, 2024
Dimensional Fund Advisors
Embracing Multifactor in Emerging Markets
Learn how our multifactor solutions in emerging markets have captured the size, value, and profitability premiums and added value vs. comparative indices.
Research / Report
Thursday, December 7, 2023
Dimensional Fund Advisors
Q&A Insights: Uncovering What Drives Growth for Financial Advisors
In this Q&A, Catherine Williams, Dimensional’s Head of Practice Management, talks with Professor Marco Di Maggio of Harvard Business School regarding the findings of a recent survey that examined primary the growth factors for financial advisors.
Research / Report
Monday, February 6, 2023
Dimensional Fund Advisors
Will Inflation Hurt Stock Returns?
Investors may wonder whether stock returns will suffer if inflation keeps rising. Here's some good news: Inflation isn't necessarily bad news for stocks.
Research / Report
Tuesday, January 24, 2023
Dimensional Fund Advisors
The 60/40 Portfolio: Down But Not Out
After an equity bear market and steep losses in bonds last year, it's not surprising that some investors question whether the classic 60/40 portfolio is dead. But there is reason for optimism.
Research / Report
Monday, January 9, 2023
Universal Financial Consultants
How to Use Business Valuations as a Powerful Marketing Tool
Uncover gaps in planning for High-Net-Worth clients and provide sophisticated solutions that will satisfy their complex needs.
Research / Report
Wednesday, December 21, 2022
Universal Financial Consultants
No Collateral Premium Finance
One agent placed $1.5M in target premium through this program just in the last 4 months!
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