This case examines Dimensional Fund Advisors (DFA)'s choice to enter the retirement marketplace with their new "Dimensional Handled DC" merchandise, a complete retirement solution that aimed to provide investors with what they really needed: the same standard of living in retirement that they had while working.
The case asks students to judge an innovative new financial product designed to automate the process of retirement investing, initiate pupils to the large literature on the behavioral biases of individual investors and considers the challenges of entering the competitive retirement marketplace.
PUBLICATION DATE: January 25, 2012 PRODUCT #: 212068-HCB-ENG
This is just an excerpt. This case is about FINANCE & ACCOUNTING
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