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The Trend Toward The Personalization Of Investing At Scale
Episode Guests:
- Katie Hendrix, Senior Researcher and Vice President at Dimensional Fund Advisors
- Shawn Jaberzadeh, Vice President at Dimensional Fund Advisors
Historically, it has been incredibly labor intensive for financial advisors to deliver bespoke investment management to their clients. Until recently, even large companies like Dimensional Fund Advisors (DFA) required a minimum account balance of $20 million for their separate managed account (SMA) offering.
However, advances in technology and a shift in demand from clients has led DFA to create a solution that is set to democratize SMAs for the average investor.
You can learn more about the new SMA solutions offered by DFA here. Or simply email [email protected]
View all episodes
By BlueleafEpisode Guests:
- Katie Hendrix, Senior Researcher and Vice President at Dimensional Fund Advisors
- Shawn Jaberzadeh, Vice President at Dimensional Fund Advisors
Historically, it has been incredibly labor intensive for financial advisors to deliver bespoke investment management to their clients. Until recently, even large companies like Dimensional Fund Advisors (DFA) required a minimum account balance of $20 million for their separate managed account (SMA) offering.
However, advances in technology and a shift in demand from clients has led DFA to create a solution that is set to democratize SMAs for the average investor.
You can learn more about the new SMA solutions offered by DFA here. Or simply email [email protected]