Dimensional is a wholly owned subsidiary of US-based Dimensional Fund Advisors LP. Dimensional and its affiliated entities manage funds on behalf of investors around the world from offices in the United States, Canada, the UK, Europe, Asia and Australia. For more than four decades, Dimensional Fund Advisors LP and its subsidiaries and affiliates (‘Dimensional Group’) have been combining rigorous academic research with practical experience to deliver real-world investment solutions. Using this approach, Dimensional seeks to deliver investment solutions that add value through careful design, implementation and execution. Dimensional established its Australian office in 1994 and began offering investment solutions to local investors with the launch of the first Dimensional Wholesale Trusts in 1999.

Investment philosophy

Dimensional’s investment philosophy is based on dimensions of expected returns that have been identified by academic research:

  1. The overall market – stocks have higher expected returns than bonds.
  2. Company size – small company stocks have higher expected returns than large company stocks.
  3. Relative price – low relative price or ‘value’ stocks have higher expected returns than high relative price stocks.
  4. Profitability – stocks with higher profitability have higher expected returns than stocks with lower profitability.
  5. Environmental and social considerations (Sustainability Considerations) .

How to invest:

If you are making an investment directly with us, then you will be required to complete the application form, which can be obtained from the manager by calling on (04) 499 9654 or emailing contact@iisolutions.co.nz, and send it to:

Implemented Investment Solutions Limited
PO Box 25003
Wellington 6140
Email: contact@iisolutions.co.nz

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