Money Management Lingo  

Created: March 27, 2019

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Description: This 860-word document provides a beginner's guide intro to some of the most common terminology advisors tend to use when introducing prospective and new clients to money management services. For example, it differentiates assets, funds, accounts and custodians -- explaining which roles each play. (Note: Non-U.S. advisors might want to swap out some of the examples with illustrations of their own -- such as referencing your country's tax-advantaged accounts rather than U.S.-based IRAs.)

Cover Intro for Dimensional 2018 Market Review  

Created: January 8, 2019

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Description: This 565-word summary provides an introduction you can use to share Dimensional's 2018 Market Review, with an emphasis on remaining resolute and diversified during volatile markets. You can use the intro to be in touch with your clients or as a prospecting piece for those interested in evidence-based investing.

Cover Intro for Dimensional 2017 Market Review  

Created: January 9, 2018

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Description: This 500-word summary provides an introduction you can use to share Dimensional's 2017 Advisor Byline Market Review. You can use it to be in touch with your clients or as a prospecting piece for those interested in evidence-based investing.

Cover Intro for Dimensional 2016 Market Review  

Created: January 12, 2017

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Description: This 450-word summary provides an introduction you can use to share Dimensional's 2016 Advisor Byline Market & Economic Review. It's primarily for being in touch with your clients, although it can be modified to serve as a prospecting piece as well.

Client Cover Letter for Sharing Dimensional Materials  

Created: December 7, 2016

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Description: This 260-word (single page) cover letter can be used to share one or more recent resources Dimensional Fund Advisors has made available to advisors who are approved to use their fund line-up. Use this letter to remind CLIENTS of the value that Dimensional funds can add to their evidence-based investing. It references Dimensional's WSJ reprint "The Active-Passive Powerhouse," a Pensions & Investments reprint, "Dissecting Dimensional," and Dimensional's book, "35 Quotations." (The Content-Sharing Library also contains a separate letter for sharing these same materials with PROSPECTS.)

Prospect Cover Letter for Sharing Dimensional Materials  

Created: December 7, 2016

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Description: This 450-word cover letter can be used to share one or more recent resources Dimensional Fund Advisors has made available to advisors who are approved to use their fund line-up. Use this letter as a follow-up to your initial conversation or meeting with a PROSPECT, to promote evidence-based investing as implemented by Dimensional funds. It references Dimensional's WSJ reprint "The Active-Passive Powerhouse," a Pensions & Investments reprint, "Dissecting Dimensional," and Dimensional's book, "35 Quotations." (The Content-Sharing Library also contains a separate letter for sharing these same materials with CLIENTS.)

Cover Intro for Dimensional 2015 Year in Review  

Created: January 21, 2016

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Description: This 540-word summary provides an introduction you can use to share Dimensional's 2015 Advisor Byline Market & Economic Review. The introduction is a little longer than in most years, given the current market climate. It's primarily for being in touch with your clients, although it can be modified to serve as a prospecting piece as well.

How Do We Choose the Funds We Use?  

Created: November 15, 2015

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Description: Other materials in the Content-Sharing Library can be used to describe your evidence-based investment strategy. This piece describes how you narrow down your fund manager selections for converting sensible strategy into practical implementation. Use the piece for e-newsletters, e-mails, handouts and mailings, or to create video script for prospective or existing clients.

Cover Intro for Dimensional 2014 Year in Review  

Created: January 14, 2015

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Description: Here's a 375-word letter or e-mail you can use to share Dimensional Fund Advisors' Advisor Byline 2014 Year in Review, now available from Dimensional's log-in site. The lead-in reinforces the importance of remaining globally diversified, of avoiding market-timing in response to near-term "winning" and "losing" asset classes, and to be in touch with you for assistance.

Evidence-Based Investing vs. Indexing: Making a Good Thing Even Better  

Created: February 7, 2014

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Description: This 1,000-word article describes advantages of evidence-based investment management over index fund investing (i.e., investing as applied by Dimensional Fund Advisors and similar fund managers). It positions passive/index fund investing as a good improvement over active management, with evidence-based investing as an even better approach. It does not mention Dimensional or any other fund manager in particular, instead covering broad principles. Use this piece as a brochure or article to introduce your investment strategy to prospective clients or to review key benefits with existing clients.

Cover Intro for Dimensional 2013 Year in Review  

Created: January 29, 2014

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Description: Here's a 230-word letter or e-mail you can use to share Dimensional Fund Advisors' Advisor Byline 2013 Year in Review (assuming you are a Dimensional firm). There is a version directed to clients and another directed to prospective clients, encouraging them to read Dimensional's report and be in touch with you for follow-up. Both versions help remind the reader about the importance of adopting an evidence-based investment strategy.

Professor Fama’s Nobel Prize and You  

Created: October 14, 2013

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Description: This 570-word article celebrates Professor Eugene Fama's receipt of the 2013 Nobel Prize in Economics, and how Fama's work contributes to your clients' personal investment experiences. It also explains how you, as their advisor, add value by translating sometimes conflicting academic evidence (such as Fama’s/Shiller's respective work) into practical application toward achieving individual end goals. Use the piece as a direct client communication or modify/customize for wider use.

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