Is Factor Investing Really Worth It?

Here at ISI, we are extremely fortunate to be able to utilize the institutional management of Dimensional Fund Advisors’ mutual funds in our clients’ portfolios. Unlike traditional retail active managed and generic index funds, Dimensional employs strategic factors such as company size, value, and profitability in an effort to outperform broad market indexes. And since their inception many years ago, they have consistently delivered.

In this brief, 3-minute video, you’ll briefly be introduced to this special and respected strategy.