Dimensional World Allocation Funds

FinaMetrica is delighted to have mapped the Dimensional World Allocation Funds to our risk tolerance scores, allowing advisors to easily select the right portfolio to suit their client's individual need.

Dimensional’s investment approach is grounded in economic theory and backed by decades of empirical data. Their ongoing research to understand what drives returns and to uncover insights that are useful moving forward fuels innovation at the firm.

Guided by a strong belief in markets, Dimensional offers strategies that focus on the drivers of expected returns. The firm applies a dynamic implementation process that integrates advanced research, methodical portfolio design, and careful execution, while balancing risks, costs, and other tradeoffs that may impact performance. This approach is applied across a full suite of investment strategies to help meet the needs of investors worldwide.

Find out more about Dimensional World Allocation Funds here.

Posted: 12/01/2024 11:45:15 AM by FinaMetrica