Dimensional Wealth Models

FinaMetrica is pleased to have mapped the Dimensional Wealth Models to our risk tolerance scores, allowing advisors to easily select the right portfolio to suit their client’s individual need. The Dimensional Wealth Models join Dimensional’s World Allocation Funds in Dimensional investment solutions mapped by FinaMetrica for advisors.

Dimensional’s Wealth Models embody four decades of expertise in applying the great ideas in finance to global portfolio construction. The models offer a research-driven, systematic framework for pursuing a wide range of investment goals. Dimensional Wealth Models are designed for total portfolio emphasis on research-backed drivers of higher expected returns across equity markets (size, value and profitability) and fixed income markets (term, credit and currency).

Within each model set, investors can choose from six equity/fixed income allocations designed to address their specific investment goals and risk preferences. The higher equity allocations are intended for investors focusing on growth of wealth; the higher fixed income allocations emphasise volatility reduction and preservation of purchasing power. The Dimensional Wealth Models are available in three distinct sets:

• Core
• Allocations for a relatively moderate portfolio emphasis on higher expected returns.
• Core Plus
• Allocations for a relatively strong portfolio emphasis on higher expected returns.
• Sustainability

Allocations that align certain sustainability values with investment goals, focusing on scientific drivers of climate change.

Posted: 18/10/2024 10:57:47 AM by FinaMetrica