March 20, 2018 The State of Indexing

Join Us For Lunch with Kaitlin Simpson

Topic The State of Indexing
Date Tuesday, March 20, 2018
Time 11:30am – 1:30pm

Dimensional Fund Advisors

Dimensional Place, Building One

6300 Bee Caves Rd

Austin, TX 78746

Speaker Kaitlin Simpson, CFA, Researcher, Dimensional

The State of Indexing

With continued flows to traditional market cap weighted index funds and the proliferation of smart beta index strategies, Dimensional often receives questions on the implications of these investment trends. In this presentation, Kaitlin Simpson will offer Dimensional’s views on some of the common questions we receive and explain how our investment approach is designed with the goal of adding value over these strategies.

Kaitlin Simpson, CFA


Dimensional Fund Advisors

Kaitlin Simpson conducts research and analyses to evaluate and enhance Dimensional’s investment strategies across equities, fixed income, and commodities. Before joining Dimensional, Kaitlin worked as an analyst at NERA Economic Consulting, where she applied econometric and statistical models in order to perform analyses in connection with securities litigation. Kaitlin is a CFA® charterholder and a member of the CFA Society of Austin. She has an MSc in financial economics from the University of Oxford and a BA in economics from Washington and Lee University.

Thank You to Dimensional Fund Advisors for partnering on this event!

Parking Information: Parking is available onsite free of charge. Once parked, take the elevators up to the garden level and use the walkway that leads into Building One. The event will be on the 2nd Floor of the building. 

Registration Deadline: Monday, March 12th at 12:00PM

Space is limited

Registration may close early if capacity is reached

Participants  in this event may be photographed. These photographs may appear without compensation in  publications,  on the web or in social media, or other printed or electronic materials related to this event. Please contact if you do not want your  photographs used.

Dimensional Fund Advisors LP (“Dimensional”) is an investment advisor registered with the Securities and Exchange Commission. There is no guarantee of Dimensional’s strategy success.

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