A scientific priority runs deep through Dimensional. We have a high regard for research, process, and time-tested data. A time line of innovation offers proof that Dimensional has always looked forward, ready for change, eager to go where the evidence leads.
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 practicing investors, Dimensional has created investment strategies and consulting technologies to meet the evolving needs of investors.
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.
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.
Bringing Research to the Real World
| Small Cap Breakthrough | 1981 | Dimensional pioneers diversified, cost-efficient trading in small cap stocks. | US Micro Cap (1981) US Small Cap (1986) International Small Cap (1994) Emerging Markets Small Cap (1996) |
| Variable Maturity | 1983 | Dimensional develops a term-aware approach designed to maximize expected returns within a short-term, high-quality, low-volatility range. | One-Year (1983) Short-Term Government (1987) Short-Term Municipal (2002) |
| Global Bond Diversification | 1990 | Dimensional designs global bond strategies that pursue reduced volatility and increased expected returns. | Five-Year Global (1990) Two-Year Global (1996) Selectively Hedged Global (2008) |
| Value Strategies | 1992 | Dimensional designs multifactor approach to expand flexibility across stock market dimensions. | US Small Cap Value (1992) US Large Cap Value (1992) International Small Cap Value (1994) International Value (1994) Emerging Markets Value (1998) US Targeted Value (2000) |
| Tax Management | 1999 | Dimensional engineers portfolios tailored to client goals and tax costs. | US Small Cap (1999) US Targeted Value (1999) US Marketwide Value (1999) International Value (2000) US Equity (2001) |
| Applied Core Equity | 2005 | Dimensional develops integrated portfolios designed to deliver broad diversification and low-friction factor exposures. | US Core Equity (2005) US Vector Equity (2005) International Core Equity (2005) Emerging Markets Core Equity (2005) International Vector Equity (2008) |
| Inflation Protection | 2006 | Dimensional builds strategies designed to provide protection against unexpected inflation. | Inflation-Protected Securities (2006) Sterling Inflation-Linked Intermediate Duration Fixed Income (2011) Euro Inflation-Linked Intermediate Duration Fixed Income (2011) |
| Variable Credit | 2009 | In response to improved bond market trading data, Dimensional develops diversified, risk-aware portfolios that seek higher expected returns and access to the entire range of non-securitized investment-grade credit. | Short-Term Extended Quality (2009) Intermediate-Term Extended Quality (2010) Investment Grade (2011) |
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Linking Science to Practice