Topic: Identifying Tradeoffs of Investment Selections
Speaker: Joel Schneider, Deputy Head of Portfolio Management, North America
Trading Room Tour Immediately following the meeting for those interested: Opportunity to see a day-in-the-life of a Dimensional Portfolio Manager and how the different teams work together to facilitate and execute trades within our live portfolios. (Tour is about 20 min)
Description: This presentation outlines a framework of considerations for advisors to keep in mind when evaluating asset managers and selecting investments for their clients. The framework covers both cost-related and returns-related aspects of the investment experiences, from asset allocation and implementation to expenses such as trading costs, taxes and management fees.
Learning Objectives: Attendees will leave with an understanding of the factors that drive returns, including asset allocation and implementation, as well as elements that can weigh on those returns, such as expense ratios and trading costs.
About the Speaker: Joel Schneider is Deputy Head of Portfolio Management for North America at Dimensional and serves on both the Investment Committee and the Investment Stewardship Committee. He helps lead the team overseeing US and non‑US equity strategies, contributes to product and strategy design, and regularly engages with clients on Dimensional’s philosophy, process, and custom solutions.
He joined Dimensional in 2011 after working as a management consultant at ZS Associates, where he developed statistical models for resource allocation and ROI measurement. Earlier, he held engineering and business development roles at Lockheed Martin, developing communication systems for the US Navy and Air Force.
He holds an MBA from Chicago Booth, an MS in industrial and systems engineering from the University of Minnesota, and a BS in computer engineering from Iowa State University.
Questions: Contact Sarah at admin@austinfpa.org