Dimensional Fund Advisors is perhaps the largest investment manager that is unknown to the general public. Despite this, Copper Leaf Financial uses Dimensional funds in many client portfolios. Here is your chance to find out about one of our best kept secrets!

Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes back investment expert Apollo D. Lupescu, PhD, a highly regarded speaker and Vice President from Dimensional Fund Advisors. He shares with us who this company is, where it came from, and why it is so relatively unknown by individual investors. Apollo helps us learn about the close affiliations with some of the best-known academics in the field of finance and some of the world’s best known academic institutions.

More specifically, we will cover:

• The history of index investing and Dimensional’s pivotal role in the growth of low-cost evidence-based investing and the index investing trend.
• ESG (environmental, social, governance) investing and how Dimensional has become a leader in this fast-growing investment sector!
• The latest trends in ETF (exchange-traded fund) investing and Dimensional’s innovative approach to this low-cost option.

To view the recorded event please click here.