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ETF Strategies

 

MODERATOR

David Armstrong
Editor-in-Chief and Executive Director of Content and User Engagement

WealthManagement.com

 

Tuesday

Jan. 19, 2021

2 PM ET

11 AM PT

 

 

 

 

How Dimensional Is Introducing Its ETFs

Dimensional Fund Advisors, building on its long history of bringing innovative investment solutions to investors, has recently added to its offerings with the launch of exchange-traded funds. This session will explore how the new ETF Rule by the SEC allows for greater flexibility in day-to-day management and helped set the stage for the launch. Also, to be covered is the planned conversion of six tax-managed mutual funds into ETFs, one of the first moves of its kind in the industry. Learn more.

 

Topics Include:

  • Dimensional’s approach to targeting higher expected returns
  • How Authorized Participants play a central role in the ETF creation and redemption process
  • The important implications of the bid-ask spread in the secondary market
  • Dimensional’s ability to rebalance cost-effectively in an ETF structure

 

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Content is approved for U.S. financial professionals only and is not approved for use outside of U.S.

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

 

 

 

PRESENTER

Marlena Lee, PhD

Global Head of Investment Solutions
Dimensional

 

 

 

PRESENTER

Jake DeKinder, CFA

Head of Client Communications & Vice President
Dimensional

 

 

 

SPONSORED BY:
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