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Dimensional Fund Advisors (DFA)’s Entry into the Retirement Market Case Solution & Answer

This Case is about ACCOUNTING

PUBLICATION DATE: January 25, 2012 PRODUCT #: 212068-HCB-ENG

This case analyzes Dimensional Fund Advisors (DFA)’s choice to enter the retirement marketplace with their new “Dimensional Handled DC” merchandise, an entire retirement option that aimed to supply investors with what they actually needed: the same standard of living in retirement that they had while working. The case asks pupils to assess an advanced new financial product designed to automate the procedure for retirement investing, introduces pupils to the substantial literature on the behavioral biases of individual investors and believe in the challenges of entering the competitive retirement marketplace.

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