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 |