Updates
Library of Client-Ready DFA Slides Q3 2023
August 10, 2023
Click on the link below to download and save a file that contains a small selection of client-ready PowerPoint slides from Dimensional Fund Associates’ collection of “One-Pagers and Data Vids.” Feel free to use these with clients as needed but remember not to separate the content slide from its following “Disclosure” slide. This is required to obey SEC compliance rules on materials used for presentations to the general public.
How Dedicated Portfolios Reduce Behavioral Risk
May 12, 2020
The article reviews how portfolios based on dedicated portfolio theory were made for volatile times like these and tend to hold up much better than portfolios based on modern portfolio theory. The recent market turmoil in both the stock and the bond market put clients’ financial plans under pressure, however we show how the Asset Dedication approach helps reduce some of the risks in ways that MPT and other approaches do not.
Bull and Bear Market
March 18, 2020
Asset Dedication’s team has put together slides showing the history of bull and bear market cycles starting from January 1925 through mid March 2020. It reveals that market declines are common, should be expected, and, in the long run, do not change the prospects of stocks relative to bonds.
Tuning Out the Noise
March 18, 2020
Taking an approach similar to Asset Dedication’s Bull and Bear Markets slide deck, DFA has produced “Tuning Out The Noise,” a short, client ready, .pdf and accompanying video focused on benefits of long term investing.
US Equity Returns Following Sharp Downturns
March 18, 2020
DFA’s research team developed a nice 1 pager showing the resilience of the US stock market following sharp downturns.