Presentation:
What's Missing in Many Portfolio Allocations? Opportunity in International Equities!
Speaker:
Courtney Lee
Investment Strategist
Dimensional
Date/Time:
Tuesday, April 29th
Noon to 1:00 pm
Location:
Virtual through Zoom
This presentation is approved for 1 CFP CE!
About the Presentation: More than 40% of the world’s equity market and 60% of the world’s investment grade bond market are outside the US. There is a world of opportunity in global markets that can help investors achieve a well-diversified portfolio. While returns for any individual country are unpredictable, capturing returns from countries across the globe can help improve expected returns and provide the potential benefits of diversification.
Dimensional Fund Advisors is a global asset manager with $795bn in AUM and more than 35 years of experience investing in global markets. Dimensional's equity specialist Courtney Lee, Investment Strategist, will discuss the potential benefits of global investing and explore case studies of how flexibility can add value to international and emerging markets portfolios.
Objectives of this presentation include:
- Evaluating U.S. home bias in asset allocations
- Understanding the opportunity for investment in International Markets
- Improving upon indexing in International Developed and Emerging Markets with a systematic, active approach
- Bringing global diversification to small account solutions
About the Speaker: Courtney Lee is an Austin-based Investment Strategist in Dimensional’s Investment Solutions Group. An equity portfolio strategist, she is responsible for supporting the effective communication of Dimensional’s investment approach and strategies to clients and prospects.
Prior to joining Dimensional, Courtney was an active quantitative equity portfolio specialist and assistant vice president with State Street Global Advisors. She served as a subject matter expert for the firm’s active quantitative equity strategies and was responsible for clearly articulating and providing ongoing updates on its investment philosophy, process, and solutions. She also worked as an advisor consultant at Franklin Templeton Investments.
Courtney holds an MBA in finance from Washington University in St. Louis and a bachelor’s degree in business economics from Brown University.
Presented by
