Go Beyond Indexing with ETFs – Dimensional – 7.28.21

Overview:
Title: Go Beyond Indexing with ETFs
Date: Wednesday, July 28, 2021
Time: 3:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand. Join Gerard O’Reilly, Dimensional Fund Advisors’ Co-CEO and Chief Investment Officer, for an overview of innovations in exchange-traded fund (ETF) investing, active transparent ETFs and the evolution of investment vehicles. His presentation will include a discussion of Dimensional’s entry into the ETF space, why the firm has transitioned some mutual funds into ETFs, and how Dimensional believes it can add value by offering investments in an ETF structure. Topics to be covered include:

  • Implementing a systematic, factor-based investment approach inside an active transparent ETF
  • Comparing tax efficiencies between mutual funds and ETFs
  • Why Dimensional is building out a suite of ETFs as part of its innovation in the space

Mark Gochnour, Dimensional’s Head of the Global Client Services Group, will host the webcast.

Speakers:
Gerard O’Reilly Gerard O’Reilly Co-Chief Executive Officer and Chief Investment Officer of Dimensional Fund Advisors Dimensional

Gerard O’Reilly serves as Co-Chief Executive Officer and Chief Investment Officer of Dimensional Fund Advisors LP and is a Dimensional Director. He was named Co-CEO in 2017 and has been with Dimensional since 2004. Along with Co-CEO Dave Butler, Gerard guides the firm’s vision and strategy through daily oversight of the company’s people and processes. Since joining the firm, Gerard has been instrumental in the evolution of Dimensional’s systematic approach to creating and implementing investment solutions. He was formerly Head of Research, managing the firm’s rigorous, scientific approach to interpreting, testing, and applying research in portfolios. He is Co-Chair of the firm’s Investment Research Committee and a member of the Investment Committee, which oversees portfolio and account management. Prior to joining Dimensional, Gerard obtained his PhD in aeronautics from the California Institute of Technology. He holds a master of science degree in high performance computing from Trinity College Dublin in his native country of Ireland, where he also received a first class honors degree in theoretical physics and was a recipient of the Foundation Scholarship.
Mark Gochnour Mark Gochnour Head of the Global Client Services Group Dimensional

Mark Gochnour is Head of Global Client Services, leading a team dedicated to providing strategic resources to help Dimensional’s clients grow and improve their businesses. He guides the group’s strategy and is deeply involved in the development of Dimensional’s conferences and events, the design of its practice management curriculum, and the coordination of its professional communities. Mark also helps supervise a group of Regional Directors outside the US to ensure the evolving needs of clients are met and aligned globally. Mark has been with Dimensional since 1998 in a range of roles, including nearly a dozen years spent as a Regional Director working directly with some of the largest financial advisory firms in the U.S. He is passionate about making a positive impact in investors’ lives, and about sharing his experiences and expertise to help others. Mark is a frequent speaker at conferences and industry events on topics such as capital markets, practice management, client communication, and investor discipline. Mark is a CPA and a CFA® charterholder with a bachelor’s degree in accounting. Prior to joining Dimensional, he worked in public accounting and corporate finance.

All expressions of opinion are subject to change. This content is distributed for informational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. It is intended for educational purposes only and should not be considered investment advice or an offer of any security for sale. This information is provided for registered investment advisors and institutional investors and is not intended for public use. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at us.dimensional.com. Dimensional funds are distributed by DFA Securities LLC. ETFs trade like stocks, fluctuate in market value, and may trade either at a premium or discount to their net asset value. ETF shares trade at market price and are not individually redeemable with the issuing fund, other than in large share amounts called creation units. ETFs are subject to risks similar to those of stocks, including those regarding short-selling and margin account maintenance. Ordinary broker commissions may apply. Risks include loss of principal and fluctuating value.