Size, Value and Factor Exposures Improve Retirement Outcomes

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About This Episode

Some of the most common questions clients ask advisors revolve around retirement:

  • How should I save for retirement?
  • Will I have enough money to retire?
  • Will I be able to leave something behind for my children or for philanthropic causes?

New research from Dimensional addresses these questions. The study found that investors who tilt towards size, value, and profitability in their equity allocation are likely to enter retirement with significantly more assets, sustain their retirement spending longer, and to leave behind larger bequests than with a standard, broad-market-index portfolio. Given the popularity of broad market indexing, the findings have implications for advisors. Joining us to talk about the research is Mathieu Pellerin.

About Our Guest

Mathieu Pellerin is a senior researcher and vice president in Dimensional’s Charlotte office. He conducts research on goals-based investing, with a focus on retirement, and works closely with clients to translate research insights into solutions that address their needs.

He also has experience working on ESG topics. Mathieu is a regular speaker at industry events, and his research has been featured in the New York Times, MarketWatch, the Harvard Law School Forum on Corporate Governance, and other finance industry outlets.

Before joining Dimensional, Mathieu earned a PhD in economics from Brown University, where he specialized in econometrics and survey statistics.

Show Notes

Here is a link for more information about Mathieu’s research:

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