Better than Indexing: Research Insights

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Dimensional focuses on beating indices, not matching them, by using a systematic, flexible approach that targets higher expected returns. In this presentation, we will look at two research papers that aim to highlight our ability to outperform indexing in both the equity and fixed income spaces.

Forward rates contain reliable information about the expected returns of global government and corporate bonds.
Index-tracking funds seek to match an index’s performance. This goal may lead to constraints and implementation costs that hurt returns.
The presenter will also highlight new and upcoming research from Dimensional.

Kaitlin Hendrix, CFA

Asset Allocation Research Director & VP

Dimensional Fund Advisors

Kaitlin Hendrix is the Asset Allocation Research Director and a Vice President at Dimensional. She conducts research and analyses to evaluate and enhance investment strategies and conducts empirical research on a variety of investment topics. Kaitlin leads asset allocation research to develop value-added investment solutions that seek to meet clients’ needs, goals, and preferences in a systematic, reliable, and cost-efficient manner.

Kaitlin has an MSc in financial economics from the University of Oxford and a BA in economics from Washington and Lee University. She is a CFA® charterholder and a member of the CFA Society of Austin.