Dimensional Fund Advisors
Overview
Dimensional's research and market insights were trapped behind complex distribution systems and professional-level language, limiting their reach and impact. They needed to create a global solution for sharing complex financial research with a broader audience - one that would maintain professional standards while eliminating distribution barriers.
Dimensional Fund Advisors is a pioneering global investment firm (over $600B AUM) transforming the industry through scientific, research-backed investing approaches. Recognized for revolutionizing institutional investment management through academic partnerships and evidence-based strategies.
Impact
Our approach helped us de-risk assumptions about client needs, quantify the opportunity, and prioritize key benefits to focus efforts on V1. It facilitated internal alignment, created documentation to de-risk future efforts beyond product design, and informed a clear, defensible roadmap for building the experience.
These outcomes gained trust across the broader organization, setting the stage to inform strategy for Dimensional SMAs.
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