Why Does Providend Work with Dimensional Fund Advisors? (S2E34)

Рет қаралды 9,367

11 ай бұрын

At Providend, we've always advocated an evidence-based approach when investing your money and do not attempt to time the market. One might assume that, as long as you invest your money this way, you would be in good shape. However, another crucial piece of the puzzle is using the right instrument with the right investment manager. This was why Providend decided work with Dimensional Fund Advisors (DFA) to enhance the investment experience for our clients.
In this week's Money Wisdom episode, our Head of Investment, Chye Hsern, is joined by Dr. Marlena, Global Head of Investment Solutions at DFA, to delve deeper into the DFA approach to managing their funds, ultimately benefiting our clients who will have peace of mind in their investment journey.
Timestamp:
00:41 Introducing Dr Marlena from DFA
03:16 Dimensional's focus
06:25 Equity risk premium
09:06 Market premium
12:01 Dimensional builds portfolios with higher expected returns
14:29 Fixed income
18:51 Credit risk by market prices
23:05 Yield curve
25:11 Dimensional actively manages portfolios
25:53 Index funds
27:31 Dimensional's flexible approach
31:13 Dimensional uses discretion
35:47 Private markets
37:35 Dimensional's philosophy
While there may be other platforms or robo-advisers that offer DFA funds, here's what sets us apart: providend.com/the-futility-of-the-active-versus-passive-debate/
Providend is also excited to share that we are working alongside Dimensional Fund Advisors (DFA) to introduce three new low-cost CPFIS funds to Singaporean investors: providend.com/providend-and-dimensional-fund-advisors-launch-low-cost-cpfis-funds-in-singapore/
Do also check out our next episode where we discuss how Providend guides our clients in financial crises: kzbin.info/www/bejne/j5rCcqVsgqeqnZY
Music courtesy of ItsWatR.
The host of this episode, Cheng Chye Hsern, is the Head of Investment at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia. Learn more about our investment solutions here: providend.com/wealth-solutions/investment-management
Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially. Learn more about our investment philosophy here: providend.com/wealth-solutions/investment-management/
Is investing in the S&P 500 Index alone a silver bullet? Find out more in this article: providend.com/investing-in-the-sp-500-alone-is-not-the-silver-bullet/
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Providend is very excited to share that we are now ready to extend our service offerings to the younger accumulators who are looking for holistic, independent, conflict-free wealth advice!
For this group of younger accumulators, we know that it is not easy to make retirement planning a priority when other financial goals - buying a first home, for example, or saving for a child’s education - appear more pressing. Learn how we can help here: providend.com/our-clients/accumulators/
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Learn more about:
▸Chye Hsern at providend.com/cheng-chye-hsern/
▸Our philosophy at providend.com/about/
▸Our publications at providend.com/publications/
Connect with Providend
▸Facebook: Providend/
▸LinkedIn: www.linkedin.com/company/providend/
▸Website: providend.com/our-clients/service-enquiry-form/
▸Newsletter: providend.com/#newsletter-subscribe
© Providend Ltd 2023. All Rights Reserved.

Пікірлер: 4

@KyithNg 11 ай бұрын

Good Episode. Here are the timestamps 0:00 - Introduction 1:50 - How it is like working with Eugene Fama. 3:05 - How Marlena describes factors. 6:20 - How Marlena explains the equity risk premium, measuring it, risk-taking, certainty in returns. 8:50 - Which factors have the largest impact on returns? Market-risk? High profitability? Value? 10:20 - Insight on how Dimensional construct their portfolio in view of these factors. Marlena uses the example of the Global Core Equity portfolio 14:00 - The premiums in fixed income 18:20 - How does Dimensional look at the various credit risk of bonds? Is it using rating companies or other ways? 22:05 - Does Dimensional take into consideration yield curve shifting up or down in Dimensional's strategies 24:25 - Are Dimensional funds index funds? If not, how is Dimensional different? (Hint: no) 28:55 - How Dimensional make use of human discretion in their portfolio management using GameStop as a case study. 32:22 - How Dimensional look at private equity, credit, other alternatives, how Dimensional stack up against them?

@ProvidendSG 11 ай бұрын

Thank you @KyithNg for doing up the timestamps!