Dimensional announces senior appointments to its investment team

Jed Fogdall will become Head of Global Portfolio Management and Chair of the Investment Committee effective February 28, 2019. Mary Phillips, Allen Pu, and Joel Schneider will become Deputy Heads of Portfolio Management, North America. Joseph Chi will become an ex officio member of the Investment Committee.

Gerard O’Reilly delivers commencement address at UCLA

Dimensional Co-CEO and Chief Investment Officer Gerard O'Reilly delivered the commencement address to Master of Financial Engineering (MFE) graduates at the UCLA Anderson School of Management. He shared his observations on education, financial models, and the skills that are critical to real-world success.

Dimensional Co-CEOs continue to build out their leadership team

Dimensional is elevating leaders from within and bringing in outside talent in some key areas to ensure our leadership team continues to position the company for excellence in every aspect of our investment offering and client service. 

University of Chicago honors Dimensional Founder David Booth

The Board of Trustees of the University of Chicago has bestowed the school’s highest honor on one of its former students and leading philanthropists. David Booth, Founder and Executive Chairman of Dimensional Fund Advisors, was presented the University of Chicago Medal during a ceremony yesterday at the school.

Dimensional Fund Advisors Ltd. appoints distinguished industry veteran as Head of European Sales

Dimensional has appointed Erik van Houwelingen as Head of European Sales of its UK subsidiary, Dimensional Fund Advisors Ltd.

Dimensional appoints Co-CEOs to its EMEA business

Nathan Lacaze and John Romiza, directors and senior members of Dimensional’s leadership team in London, will become Co-CEOs of Dimensional Fund Advisors Ltd. (DFAL), effective July 1, 2018. After 28 years with Dimensional, Art Barlow, who is currently Managing Director of DFAL, will be retiring in early 2019.

Savina Rizova and Marlena Lee named Co-Heads of Research

Rizova and Lee will lead Dimensional’s Research team, which is focused on improving the design and execution of the firm’s investment strategies as well as conducting new investment research on a range of topics.

Dimensional’s 2017 Global Investor Feedback Survey finds peace of mind tops list when investors measure the value of advice

A new survey from Dimensional finds investors place a high value on the sense of security they receive from their financial advisor relationships.
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Dimensional featured in the Wall Street Journal series exploring the rise of passive investing

An in-depth look at the firm noting, “Dimensional isn’t strictly an active or passive investor. It’s both.”

Dimensional Chairman and Co-CEO David Booth receives Institutional Investor’s “Manager Lifetime Achievement” award