Breakout Session
Level of Complexity: Intermediate
Christian Newton
Vice President
Dimensional Fund Advisors
This presentation is an exploration of what it means to articulate and communicate an investment philosophy to clients. Aimed at encouraging advisers to revisit established decisions, the talk defines philosophy and explores methods and techniques to communicate a philosophy to clients by examining case studies, often drawn from industries outside of financial services. The talk concludes with a modest brainstorming exercise that can serve as an action item for those who wish to take action.