WealthTech on Deck 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.
Key Takeaways
- [01:07] - Kaitlin and Shawn's roles at Dimensional Fund Advisors.
- [04:28] - How investments and distributions have changed over time.
- [10:22] - How Dimensional Fund Advisors can serve a growing client base.
- [13:20] - The impact of technology on portfolio management, research, and after-tax returns.
- [19:01] - What led Kaitlin and Shawn into wealth management.
- [22:10] - What the future holds for the wealth management industry.
- [23:10] - Kaitlin's perspective on how tax impacts wealth management.
- [26:21] - Three key takeaways from Kaitlin and Shawn.
- [28:02] - Kaitlin and Shawn's interests outside of work.
Quotes
[05:06] - "What we've seen a lot of change recently is having much more demand for investors' specific investments, customization around their portfolios, and especially around their tax management." ~ Kaitlin Hendrix
[10:01] - "Financial professionals all have unique businesses. We need to take everything we have at our disposal and tailor a client support mechanism that helps them have the most success." ~ Shawn Jaberzadeh
[17:16] - "When you talk about technology, having a platform that can take thousands of data points across thousands of organizations and then tease out information has been something we have invested heavily in. Technology's been a big part of how Dimensional can continue pushing the boundaries of being a better partner to firms than ever before." ~ Shawn Jaberzadeh
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