Exclusive Interviews with Dimensional Fund Advisors

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Dimensions of Investing: Exclusive Interview with David Booth‍

Dimensions of Investing: Interview with Robert Merton

Dimensions of Investing: Interview with Gerard K. O'Reilly

About the session

“Risk can only be measured in relation to what is risk-free, and what is risk-free can only be determined by your goal."

— Robert Merton, Nobel Laureate and Resident Scientist at Dimensional Fund Advisors.

Goal-based investing compels you to concentrate on what truly matters in life. It is a comprehensive process designed to guide you towards your desired objective and the path to get there. To allow your returns to accumulate over time, we curate a list of best-in-class mutual funds sourced from global managers.

Dimensional Fund Advisors, a US$700 billion quant investing giant, has been our partner from the early days since Endowus’ inception. We are now reaching another milestone together: the inclusion of Dimensional’s funds into the Endowus Flagship Portfolios, allowing retail investors in Hong Kong, for the first time to be able to get access to Dimensional's Best-In-Class fund products and include them into portfolios as part of the Discretionary Portfolio Management services offered by Endowus Hong Kong.

As a pioneer of factor-based investing, Dimensional’s success is driven by an evidence-based approach, Nobel Prize-winning insights, and decades of expertise in applying financial science to real-world portfolios. We are excited to bring these best-in-class strategies to our clients in Asia.

To mark the inclusion of Dimensional’s funds into our Flagship Portfolios, we are launching an exclusive three-part video series, “Dimensions of Investing.”

19 July (Friday): Interview with David Booth, Founder & Chairman at Dimensional Fund Advisors

24 July (Wednesday): Interview with Robert C. Merton, PhD, Nobel Laureate and Resident Scientist at Dimensional Fund Advisors

26 July (Friday): Interview with Gerard K. O’Reilly, Co-Chief Executive Officer and Co-Chief Investment Officer at Dimensional Fund Advisors

Register now for the exclusive video series and learn about the evolution of indexing, the principles of factor investing, and Dimensional’s investment philosophy in the research and science of market trends and characteristics.

The three pre-recorded videos will be screened on the respective dates. For enquiries, please reach out to us at support.hk@endowus.com.

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Samuel Rhee
Chairman & Chief Investment Officer

Samuel Rhee is Co-founder, Chairman and Chief Investment Officer of Endowus, Asia’s leading digital wealth platform. He is the former CEO and CIO of Morgan Stanley Investment Management in Asia, with nearly three decades of institutional investing experience in Singapore, Hong Kong, and London.

Today, Sam heads the Endowus Group Investment Office and ensures every client has greater access to holistic portfolios that are thoughtfully designed to meet their specific wealth goals. He is responsible for the company’s asset allocation and investment selection across all offerings, with a vision to provide individual investors with the same knowledge, resources, and products traditionally only made available to institutional investors, at a low, fair fee. Endowus solves the biggest problems of wealth and investing, and retirement adequacy, leading the firm to become the first and largest digital advisor for CPF investing in Singapore.

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David Booth
Founder & Chairman at Dimensional Fund Advisors

David Booth is Chairman of Dimensional Fund Advisors, a firm he founded in 1981. Under David’s leadership, Dimensional has grown from a fledgling business operating out of the spare room of his Brooklyn brownstone apartment to a global investment manager with more than 1,500 employees and $739 billion (USD) in assets under management. David led Dimensional as CEO and later Co-CEO until 2017, when he stepped back from the daily management of the firm. He remains closely involved in strategic initiatives at Dimensional.

A trailblazer in the financial world, David helped create one of the world’s first index funds in the 1970s and launched the first passively managed small company strategy in the early ’80s. He has spent his career applying groundbreaking financial theory and research to the practical world of asset management, working closely with renowned academics to develop innovative investment strategies that he believed could outperform index funds, pioneering what would later be called factor investing.

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Robert C. Merton, PhD
Nobel Laureate and Resident Scientist at Dimensional Fund Advisors

Professor Merton teaches at MIT’s Sloan School of Management and is University Professor Emeritus at Harvard University. He received the Alfred Nobel Memorial Prize in Economic Sciences in 1997 for a new method to determine the value of derivatives. He is Resident Scientist at Dimensional Holdings Inc.

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Gerard K. O’Reilly
Co-Chief Executive Officer and Co-Chief Investment Officer at Dimensional Fund Advisors‍

Gerard O’Reilly serves as Co-Chief Executive Officer and Co-Chief Investment Officer of Dimensional Fund Advisors LP and is a Dimensional Director. He was named Co-CEO in 2017 and has been with Dimensional since 2004. Along with Co-CEO Dave Butler, Gerard guides the firm’s vision and strategy through daily oversight of the company’s people and processes. As Co-CIO, he drives innovation across Dimensional’s investment offering with fellow Co-CIO Savina Rizova.

Since joining the firm, Gerard has been instrumental in the evolution of Dimensional’s systematic approach to creating and implementing investment solutions. He was formerly Head of Research, managing the firm’s rigorous, scientific approach to interpreting, testing, and applying research in portfolios. He is a member of the firm’s Investment Research Committee, which reviews potential investment strategy enhancements, and a member of the Investment Committee, which oversees portfolio and account management. He also serves on the Boards of Dimensional’s US mutual funds and exchange-traded funds.