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Transforming Research Into Practical Investment Strategies with Kaitlin Hendrix and Shawn Jaberzadeh

In this episode, Jack talks with Kaitlin Hendrix, Senior Researcher and Vice President at Dimensional Fund Advisors, and Shawn Jaberzadeh, Vice President on the Global Client Group at Dimensional Fund Advisors. In her role, Kaitlin conducts research and analyses to evaluate and enhance Dimensional’s investment strategies. She focuses on asset allocation research to develop value-added investment solutions that meet clients’ needs, goals, and preferences in a systematic, reliable, and cost-efficient manner.

Shawn has been with Dimensional Fund Advisors for 16 years. He has worked closely with RIAs in the Enterprise Group, which partners with the largest U.S.-based national RIA and intermediary clients. He works with firms to address their most significant issues, from developing investment solutions to thinking through strategic business initiatives.

Kaitlin and Shawn talk with Jack about how the team at Dimensional Fund Advisors transforms research into practical investment strategies, their unique approach to asset management and distribution, and how technology has made financial services more accessible.

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