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Free cpe webinars
Mutual Fund Landscape

MUTUAL FUND LANDSCAPE

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 17, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

This webinar will cover Dimensional’s 2019 analysis of US-based mutual funds, which shows that only a small percentage of funds have outperformed their primary benchmarks after costs—and among top-ranked funds based on past results, only a small percentage have repeated their past success.

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Matt Wicker, CFA

Dimensional Fund Advisors, Inc.
Associate Investment Strategist
[email protected]
(512) 306-2311

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Matt Wicker is an Associate Investment Strategist in Dimensional’s Investment Solutions Group based in the firm’s Austin office. As a member of the product management team, Matt supports the effective communication of Dimensional’s investment approach and strategies to clients and prospective clients. He is responsible for directing the formal response process for investment research questions received from clients globally. 

Prior to joining Dimensional, Matt worked for Riveron Consulting as a business advisory associate, a management consulting role in which he designed and implemented process improvement initiatives for clients across multiple industries. Matt earned a bachelor’s degree in finance and economics from Baylor University and is currently pursuing an MBA degree at the University of Chicago Booth School of Business. He is a CFA® charterholder and a member of the CFA Society of Austin.

About Our Presenter

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Dimensional has been a pioneer in designing outcome-based strategies that provide investors saving for retirement with a risk management framework. These solutions can improve the retirement readiness of plan participants and enable meaningful communication around a plan participant’s progress to meet their goals.