Institutional

Dimensional was founded in the US in 1981 to provide institutional investors access to small company stocks, underrepresented in most portfolios. As financial science has identified new sources of risk, the firm has added strategies to its repertoire. Today, that repertoire spans all major asset classes, including Canadian and international equities as well as fixed income. All along, our strategies have maintained an institutional focus: to reliably deliver specific risk exposures at a low cost and to increase returns through advanced portfolio design and trading.

This empirical approach has led Dimensional to become an investment advisor to hundreds of institutions in the US. In Canada, our Canadian funds and services are available to institutional investors where permitted by applicable securities laws. Our Canadian funds offer a separate class of units designed for institutional investors. These Class I units have fee arrangements separately negotiated with each institutional investor that reflect the nature of the investment to be made. In addition, we manage a variety of strategies appropriate for institutional investors. These include a range of core, small cap, large cap, and value strategies for US, international, and emerging market equities. For more information, institutional investors can contact Peter Hallett at 604-685-1690.

Dimensional's team of regional directors works closely with institutional investors to assist them in understanding the relevance and applicability of Dimensional funds to their investment objectives. The Vancouver office also works closely with regional directors in the US.



Regional Directors
David E. Schneider
Director of US Institutional Services

Santa Monica

Darryl D. Avery
Santa Monica

Patrick E. Carter
Santa Monica

Gretchen A. Flicker, CFA
Santa Monica

John T. Gray
Austin

Peter W. Hallett, CFA
Vancouver

Kevin B. Hight
Santa Monica
  Glenn E. Kemp
Chicago

Thomas A. Mitchell Jr.
Austin

Philip R. Nash
London

David M. New, CFA
Santa Monica

Sonya K. Park
Santa Monica

Paul Raaff
Sydney

Michael Porter
Santa Monica

  Walid A. Shinnawi
Santa Monica

Ted Simpson, CFA
Santa Monica

Lawrence R. Spieth
Chicago

Carol W. Wardlaw
Chicago

Joseph L. Young, CFA
Santa Monica

Mark Yetman
Sydney

Justine A. Zammit
Santa Monica