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.

Dimensional Features Story by Dave Goetsch, Executive Producer of The Big Bang Theory

Dave reflects on how his new investment perspective has helped him navigate this year’s market uncertainty with calm and confidence. His story, Now and Then, highlights the benefits of working with a financial advisor and having a long-term perspective on market returns.

Bryce Skaff named Head of US Financial Advisor Services, joining Mark Gochnour, Head of International Financial Advisor Services

Skaff and Gochnour will oversee the day-to-day management and operations of the Financial Advisor Services business, which is focused on working with Dimensional’s advisor relationships to help them deliver the best client experience for investors.

Dimensional congratulates “Mac” McQuown on Innovation Award

Dimensional is proud to honor John “Mac” McQuown, co-winner of the 13th CME Group Melamed-Arditti Innovation Award, for his efforts in revolutionizing investment management.

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.

Investors Focused on What They Can Spend Each Year in Retirement, According to Dimensional’s 2017 Global Investor Feedback Survey

Dimensional finds that investors who are planning for or in retirement care more about the amount of money they can spend each year vs. the size of their retirement nest egg.
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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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Gerard O'Reilly to become Co-CEO

Gerard O’Reilly will become Co-CEO of Dimensional Fund Advisors LP, alongside Dave Butler, Co-CEO and Head of Global Financial Advisor Services. O’Reilly will continue as CIO of the firm.

Dimensional Named “Retirement Leader of the Year”

Dimensional Fund Advisors is honored to be named “2017 Retirement Leader of the Year” by Fund Intelligence, sponsor of the 24th Mutual Fund Industry Awards. The award is given to a firm that has made a key impact on the retirement industry at large.

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

Dimensional collaborates with S&P Dow Jones Indices on the S&P STRIDE Indices

The S&P STRIDE Indices are an innovative approach to manage the uncertainty of retirement income.