Pensions & Investments: Dimensional Co-CIO Talks ETFs and Going Beyond Indexing

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During a recent interview with Pensions & Investments (P&I), Dimensional Co-Chief Investment Officer and Global Head of Research Savina Rizova discussed a variety of investment topics, including the 2020 launch of the firm’s active ETF offering and its subsequent growth.

Rizova also shared how Dimensional goes beyond the limitations that often come with traditional index investing. “It’s become the easy button, but it’s not the right button for all clients,” she said. “At Dimensional, we believe low costs are important in indexing. However, indexing does leave money on the table.”

In contrast to the rigidity of indexing, Dimensional takes a systematic approach with a daily process that provides flexibility, she said.

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DISCLOSURES

The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. “Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. Please click here to read the full text of the Dimensional Fund Advisor Disclaimer.

About the Author Douglas Finley, MS, CPWA, CFP, AEP, CDFA

Douglas Finley, MS, CFP, AEP, CDFA founded Finley Wealth Advisors in February of 2006, as a Fiduciary Fee-Only Registered Investment Advisor, with the goal of creating a firm that eliminated the conflicts of interest inherent in the financial planner – advisor/client relationship. The firm specializes in wealth management for the middle-class millionaire.

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