Index vs Factor Investing and the Impact on Retirement Savings ft. Mathieu Pellerin (EP.110)
The Long Term Investor · Peter Lazaroff
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Show Notes
How does the choice of using index funds or core funds with an emphasis on value, size, and profitability impact your retirement savings?
Mathieu Pellerin, Senior Researcher and Vice President at Dimensional Fund Advisors, shares his recently published research on the impact of factor investing on retirement outcomes.
Listen now and learn:
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How a core portfolio differs from an index portfolio
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The impact of investment strategy on accumulation, decumulation, and bequest outcomes
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When short-term ends and long-term begins
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