Bryce Skaff of Dimensional Fund Advisors - Bringing Systematic Investment Strategies to Advisors

Episode • Dec 6, 2022 • 45m

Advisors are an important part of the investment ecosystem. They help clients develop investment strategies and provide guidance on allocating assets best. Although every advisor has a unique approach to managing portfolios, they share one goal in common: to manage a portfolio that meets their client's expectations.

In this episode, Rusty talks with Bryce Skaff, Co-Head of Global Client Group at Dimensional Fund Advisors. Bryce has been with Dimensional since 1998. He was most recently Dimensional's Head of U.S. Financial Advisor Services, which helped advisory firms design more effective investments, messaging, and business strategies. Before joining Dimensional, Bryce was a secondary markets analyst for Provident Funding.

Bryce talks with Rusty about the value Dimensional Fund Advisors place on advisors, why the firm introduces exchange-rated funds in addition to their mutual funds, and the motivation behind Dimensional's recent introduction of ETF models.

Key Takeaways

[02:11] - An overview of Bryce's personal and professional background.
[04:25] - How Bryce got started at Dimensional Fund Advisors.
[06:29] - The value Dimensional Fund Advisors places on advisors.
[10:10] - A historical overview of Dimensional Fund Advisors and its value factors.
[15:54] - Are value investments finally on the rise?
[20:10] - Why Dimensional introduces exchange-rated funds in addition to their mutual funds.
[23:53] - The motivation behind Dimensional's recent introduction of ETF models.
[29:03] - How investors and advisors can access Dimensional's material resources.
[31:10] - Bryce's perspective on what makes a good financial advisor.
[34:38] - Some of the people Bryce is grateful to on a professional level.
[38:25] - How Bryce maintains his physical and mental well-being.
[41:04] - Content recommendation from Bryce.

Quotes

[07:11] - "We strongly believe advisors are a linchpin in the process. Advisors do a good job increasing the odds of success for investors." ~ Bryce Skaff

[27:53] - "As an industry, we default to complexity. When in reality, it's often the simplest of concepts that make the biggest impact on investors." ~ Bryce Skaff

[33:29] - "Great advisors are doing the right thing because they understand the truth and are willing to embrace it and give that dose of reality to the investor." ~ Bryce Skaff

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