IFA Town Hall with Apollo Lupescu - Global Premiums

Monday, June 8, 2020 1,185 views

Mark Hebner talks with Dimensional Fund Advisors' Apollo Lupescu about global premiums.


DISCLOSURES:

Investment involves risks. The investment return and principal value of an investment may fluctuate so that an investor's portfolio, when redeemed, may be worth more or less than their original value. There is no guarantee that the strategies will be successful. Past performance or the use of an advisor is no guarantee of future results.

HYPOTHETICAL backtested performance is provided for illustrative purposes only, it does not represent the actual performance of any client portfolio or account and it should not be interpreted as an indication of such past or future performance. Please see our Disclosures for HYPOTHETICAL back-tested performance of Indexes at ifabt.com.

The information in this video is provided in good faith without any warranty and is intended for the recipient's background information only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. Dimensional accepts no responsibility for loss arising from the use of the information contained herein. All expressions of opinion are subject to change.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

The information provided in this presentation has been compiled from sources believed to be reliable and current, but accuracy should be placed in the context of the underlying assumptions.

All videos are being provided for informational purposes only and should not be considered a solicitation, recommendation, or endorsement of any particular security, product or service, or considered to be investment or tax advice. No investment decisions should be made solely based on the information in any of these videos. The opinions referenced within are as of the date of each video recording and are subject to change without notice. Information provided by third-party sources is not endorsed or guaranteed by IFA. Please be sure to use the pause button to fully read the important disclosures at the end of each video.

SOURCES: 

1) Dimensional Fund Portfolios vs Dimensional Index Portfolios

2) Correlation of Dimensional funds to Dimensional Indexes 

3) Dimensional Fund vs. Dimensional Indexes

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