Organizational Announcement


Dimensional Creates Investment Solutions Group, Announces Key Leadership Appointments

July 29, 2019

Dimensional,1 a global leader in asset management, is creating an Investment Solutions Group within its Investment team and promoting its Co-Heads of Research. Marlena Lee will serve as Head of Investment Solutions. Savina Rizova will become the sole Head of Research.

For nearly 40 years, Dimensional has been focused on delivering outstanding investment performance and exceptional client service. From in-depth conversations on research or portfolio construction to custom responses that address individual client questions, the firm is committed to providing rigorous, responsive, and research-based analysis. Lee and Rizova both hold PhDs from the University of Chicago Booth School of Business.

The Investment Solutions Group will include employees who have been part of the firm’s Portfolio Solutions team as well as additional colleagues from across the Investment team and Global Client Group. The Investment Solutions Group will develop content and deliver high-quality investment communications to Dimensional clients around the world. The changes take effect August 1, 2019.

“With the creation of this team, our clients will be able to draw on specialized expertise from Portfolio Management, Trading, Research, and now Investment Solutions to help address a wide range of investment-related topics,” said Co-CEO and Chief Investment Officer Gerard O’Reilly. “Marlena and Savina have proven themselves as strong leaders. We look forward to providing clients with additional value and sharing our research and insights more broadly.”

Marlena Lee is Dimensional’s Head of Investment Solutions. She previously served as Co-Head of Research, helping shape the research agenda by working with clients and the Sales and Investment teams to identify research topics on a variety of investment-related matters that may be useful to clients, including asset pricing, asset allocation, and retirement. Lee is also a member of the Investment Research Committee. Prior to joining Dimensional, Lee worked as a teaching assistant for Nobel laureate Eugene Fama, a professor at the University of Chicago Booth School of Business. Lee earned her PhD in finance and an MBA from the Chicago Booth School of Business. She also holds an MS in agricultural and resource economics and a BS in managerial economics from the University of California, Davis.

Savina Rizova is Dimensional’s Head of Research. She previously served as Co-Head of Research. She applies her background in finance to research projects that Dimensional undertakes to improve the design and execution of new and existing strategies. She also examines a variety of empirical research questions. Prior to obtaining her PhD, Rizova worked in the Research group at Dimensional. She conducted quantitative analysis used to explain strategies and performance to clients. Rizova is also a member of the Investment Research Committee and Investment Committee. Rizova earned her PhD in finance and an MBA from the University of Chicago Booth School of Business. She also holds a BA in economics and mathematics from Dartmouth College.




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