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Harvard Institutional Investor Forum
Contributed to content development (participated in roundtable 3x per year).
Investment Company Institute
Participated in working group that provided input into response from SEC for comments related to proposed regulation of proxy advsiors.
Dimensional’s Global Client Group frequently hosts events, such as meetings and study groups, for institutional and advisor clients that cover the role of responsible investment in the investment process. These trainings are led by portfolio management and investment stewardship personnel.
Spoke at the ICI-Darden Academic and Practitioner Symposium in February 2019 on Corporate Governance and ESG investing.
Eugene Fama from the University of Chicago and Kenneth French of Dartmouth College sit on Dimensional's Investment Stewardship Committee, which meets quarterly and weighs in on key issues on an ad hoc basis.
Dimensional’s Research department also surveys academic literature and coordinates with external academics.
- Participated in Harvard Institutional Investor Forum.
- Spoke at a conference to highlight best practices for issuer-investor engagement in activist situations.