Research

Dimensional is always researching tomorrow's solutions today. We do this through deep working relationships with leading financial economists. By acting as a conduit between scientists and practising investors, Dimensional has pioneered many strategies and consulting technologies now taken for granted in the industry.

Dimensional's process explores every aspect of dynamic real-world markets, including portfolio architecture, trading methodology, and tax management. Our investment staff is involved in research efforts through its daily trading activities, resulting market studies, and Investment Committee participation. Clients benefit when research and experience combine to solve new investment challenges. As often as a research innovation generates a new technology, a client need or investment problem drives a new solution. The timeline below reflects strategy solutions developed by the Dimensional worldwide group of companies.

Small Cap Factor 1981 Dimensional pioneers the industry's first passively managed small cap fund. Strategies since 1981:
US Micro Cap
US Small Cap
International Small Cap
Emerging Markets Small Cap
Fixed Income 1983 Dimensional focuses on quality to deliver fixed income that reduces risk. Strategies since 1983:
One-Year
Two-Year Global
Five-Year Government
Five-Year Global
Intermediate Government
Short-Term Municipal
Value Factor 1992 Dimensional's multifactor approach expands flexibility across stock market dimensions. Strategies since 1992:
US Small Cap Value
US Large Cap Value
International Small Cap Value
International Value
Emerging Markets Value
Tax Management 1999 Dimensional engineers portfolios tailored to client goals and tax costs. Strategies since 1999:
US Small Cap
US Small Cap Value
US Equity
US Marketwide Value
International Value
Applied Core Equity Present The result of decades of experience, integrated portfolios deliver broad diversification and low-friction factor exposures—the synthesis of Dimensional's investment philosophy. Strategies since 2004:
US Core Equity
Canadian Core Equity
Australian Core Equity
UK Core Equity
International Core Equity
Emerging Markets Core Equity