“Our success has really been based on partnerships from the very beginning.”

- Bill Gates

Dimensional Funds & Elysien Private Wealth

Elysien Private Wealth has been selected to work with one of the most exclusive institutional investment management firms in the country, Dimensional Fund Advisors. Dimensional only provides their services through institutional investors and carefully selected fee only financial advisors. Individual investors, business owners, foundations and endowments can only access Dimensional Fund services through a select group of fee only financial advisors that have gone through a rigorous selection process. Currently Dimensional Funds manages more than $167 billion dollars in assets worldwide.

What Makes Dimensional Different?

Dimensional does not actively pick stocks, nor do they passively track commercial indexes. Instead, Dimensional structures portfolios along the dimensions of risk and return as identified through financial science. The objective of the firm is to structure globally diversified portfolios and to increase returns through state-of-the-art portfolio design and trading. At Elysien Private Wealth, Dimensional Funds provide a broad base for our portfolio engineering process.

Investment Philosophy Grounded in Robust Scientific Research

Dimensional’s core beliefs are that markets work, risk and return are related, and diversification is key. These are all common threads in the Elysien Private Wealth investment philosophy. Research by Professors Eugene Fama and Kenneth French identified equity market exposure, capitalization, and price relative to fundamentals as the three factors that primarily determine the returns of a broadly diversified portfolio. The work of Fama and French has proven correct through rigorous open review, and Dimensional’s strategies capture their insights.

Focusing on Investing, Not Forecasting

Dimensional believes that, over time, a well-structured investment approach will add value with a higher reliability and confidence level than one based on instinct and prediction. This equilibrium view of the markets provides a solid foundation for portfolio engineering and financial science.

Trading Advantage

Careful trading can reduce or even reverse the costs borne by traditional money managers. Since Dimensional focuses on capturing the systematic performance of broad market dimensions rather than the random fluctuations of individual securities, they can keep costs low, patiently and expertly. Dimensional concentrates on favorable price execution that neutralizes the effects of momentum and index reconstruction.

Low Costs

In line with a structured, engineered approach to investing, Dimensional’s investment management fees are positioned well below those of traditional active managers. Their buy and hold approach and trading strategies are designed specifically to reduce trading cost and maximize returns.