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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

Jan 16, 2020

In this episode, we are joined by Damien Dormer, U.S. Equity Portfolio Manager and Vice President at DFA, to discuss DFA’s approach to sustainability and socially responsible investing.  We discuss the importance of data integrity and efficient implementation of equity and fixed income portfolios oriented toward...