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> Dimensional Fund Advisors (DFA)''s Entry into the Retirement Market

商品編號: 9-212-068
出版日期: 2012/01/25
作者姓名:
Cohen, Lauren H.;Malloy, Christopher J.
商品類別: Finance
商品規格: 23p

再版日期: 2012/03/30
地域: United States
產業:
個案年度: 2010 -  

 


商品敘述:

This case examines Dimensional Fund Advisors (DFA)''s decision to enter the retirement market with their new "Dimensional Managed DC" product, a complete retirement solution that aimed to provide investors with what they really wanted: the same standard of living in retirement that they had while working. The case considers the challenges of entering the fiercely competitive retirement market, introduces students to the large literature on the behavioral biases of individual investors, and asks students to evaluate an innovative new financial product designed to automate the process of retirement investing.


涵蓋領域:

Asset management;Compensation and benefits


相關資料:

Case Teaching Note, (5-212-069), 14p, by Lauren H. Cohen, Christopher J. Malloy, Timothy Gray;
Spreadsheet Supplement, (9-213-713), 0p, by Lauren H. Cohen, Christopher J. Malloy