Women & Finance Knowledge Circle: Pursuing Higher Expected Returns: Research & Design
Includes a Live Web Event on 02/13/2025 at 12:00 PM (MST)
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Join Marlena Lee, Global Head of Investment Solutions and a member of the Investment Research Committee at Dimensional Funds for insight into how to apply a systematic investment approach for advisors/planners who seek to add value to their clients’ investment process. This session will provide an overview of how insights from research on expected returns and portfolio design help build robust investment solutions and increase the reliability of outcomes for clients.
Don’t miss this opportunity to learn, share, and grow with your peers in a collaborative environment. We look forward to seeing you there!
Marlena Lee
Global Head of Investment Solutions
Dimensional Funds
Marlena Lee is Dimensional’s Global Head of Investment Solutions. She leads a team dedicated to providing clients thought leadership, analysis, and education on a wide range of investment-related topics. In addition, she is a member of the Investment Research Committee.
Marlena previously served as Co-Head of Research, helping shape the firm’s global research agenda by working with clients to identify topics of interest and overseeing the creation of research papers.
Prior to joining Dimensional, Marlena worked as a teaching assistant for Nobel laureate Eugene Fama, a professor at the University of Chicago Booth School of Business. Marlena earned her PhD in finance and an MBA from the Chicago Booth School of Business. She also holds an MS in agricultural and resource economics and a BS in managerial economics from the University of California, Davis.
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