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  • January 2012 (Revised March 2012)
  • Case
  • HBS Case Collection

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

By: Lauren Cohen and Christopher Malloy
  • Format:Print
  • | Language:English
  • | Pages:23
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Abstract

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.

Keywords

Retirement; Asset Management

Citation

Cohen, Lauren, and Christopher Malloy. "Dimensional Fund Advisors (DFA)'s Entry into the Retirement Market." Harvard Business School Case 212-068, January 2012. (Revised March 2012.)
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About The Author

Lauren H. Cohen

Finance
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Related Work

    • February 2013
    • Faculty Research

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

    By: Lauren Cohen and Christopher J. Malloy
    • January 2012 (Revised February 2013)
    • Faculty Research

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

    By: Lauren Cohen, Christopher Malloy and Timothy Gray
Related Work
  • Dimensional Fund Advisors (DFA)'s Entry into the Retirement Market (CW) By: Lauren Cohen and Christopher J. Malloy
  • Dimensional Fund Advisors (DFA)'s Entry into the Retirement Market (TN) By: Lauren Cohen, Christopher Malloy and Timothy Gray
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