Matt Wicker, CFA®

Session Title:  Passive is More Active than you Think

Overview:

Many investors trust their investment portfolios to index funds for broadly diversified market exposure at a seemingly low cost, based on a belief that this "passive" investing approach helps them avoid subjective investment decisions. However, many active decisions are beneath the surface of index funds--and at potential cost to investors.

About Matt:

Matt Wicker is a senior member of the Investment Research team and a Vice President at Dimensional. Based in the firm’s Austin office, he primarily focuses on asset allocation research and the development of systematic, reliable, and cost-efficient investment solutions. Matt also conducts research and analyses across a broad range of investment topics for clients.

Prior to joining Dimensional, Matt worked in management consulting, where he designed and implemented process improvement initiatives for clients across multiple industries.

Matt earned an MBA from the University of Chicago Booth School of Business, graduating with high honors. He also holds a bachelor’s degree in finance and economics from Baylor University and is a CFA® charterholder.