Global Investor Insights

In 2017, Dimensional conducted its second annual investor feedback survey on behalf of advisers who work with our firm. The purpose of the initiative is to help advisers gather insight into their clients’ views on personal finances and the advisory relationship. The survey is one of the largest of its kind in the industry, offering a global perspective on the client experience.


Survey Respondents

Participating Advisory Firms

Countries Represented

Regions (US, Canada, Europe, Australia/New Zealand)

Value of Advice

Investors are focused on more than investment performance. Survey respondents place the most value on the sense of security they receive from working with their financial adviser.

How do you primarily measure the value received from your adviser?

Top four responses

Dave Butler
Co-Chief Executive Officer and Head of Global Financial Advisor Services
“Investors may attribute peace of mind to many aspects of their adviser relationship—and we believe that sense of security is an outcome of an adviser setting the right expectations.”

Adviser Attributes

More than half of respondents say client service experience and their adviser’s experience with similar clients are key. And almost one-third say returns are most important.

Choose the attribute you consider most important in your adviser relationship:

Top four responses

David Booth
David Booth
Founder and Executive Chairman
“In our view, peace of mind is what success is all about. Achieving returns in a way that enables people to relax just a little bit more is very important.”

Retirement Income

While investors surveyed think the size of their nest egg is important in retirement preparation, this takes a back seat to knowing how much they can afford to spend during retirement.

The most valuable financial information to help me plan is:

The most valuable financial information to help me plan for retirement:

Top three responses

The most valuable financial information to help me plan during retirement:

Top three responses

Stephen Clark
Stephen Clark
Head of Global Institutional Services and President, Dimensional International
“We believe that future income needs is one of the most important components of effective retirement planning. The answer should influence how you invest.”

Retirement Lifestyle

Among the worries arising in personal finance, survey respondents are most concerned about circumstances that could affect their standard of living in retirement.

My greatest fear about my personal finances is:

Top four responses

Dave Butler
Co-Chief Executive Officer and Head of Global Financial Advisor Services
“Naturally, many investors have fears about what is likely their most important financial goal—saving for retirement. By helping clients understand what they can and cannot control, advisers can create a different experience to help ease their concerns.”

Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original value. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.

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DIL and DFAL issue information and materials in English and may also issue information and materials in certain other languages. The recipient’s continued acceptance of information and materials from the Issuing Entity will constitute the recipient’s consent to be provided with such information and materials, where relevant, in more than one language.

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During February and March of 2017, 18,967 investors who are clients of financial advisors who work with Dimensional completed the survey in the US, Canada, Europe, and Australia and New Zealand. The survey is open to all advisory firms that work with Dimensional. It is administered through a confidential online questionnaire, and investor responses are anonymous. Dimensional collects and organizes the data, and reports aggregate results to participating advisory firms.