Coronavirus and Dimensional's Business Continuity Plan

Considering recent developments related to the coronavirus, we would like to make you aware of the measures we are taking. Our focus is on protecting the health and wellbeing of our employees, clients, and guests and ensuring we are prepared to effectively manage the investment solutions and deliver the high level of client service we offer in a range of possible scenarios.

Dimensional has a business continuity plan that we regularly review, test, and evolve through time. A team responsible for that plan is meeting regularly to monitor the current situation, enact necessary measures, and ensure we’re implementing preparedness procedures across all aspects of our business. Given the trust you’ve placed in us, we want to offer transparency into key steps we’re taking for preparedness and continuity of service:

Increased Monitoring

Dimensional is closely monitoring information from global entities, including the World Health Organization, the Centers for Disease Control and Prevention (CDC), international health authorities, and risk management and business continuity experts. We are also engaging with a number of industry groups, including the Investment Company Institute (ICI), for idea sharing and best practices.

Additionally, when there is higher market volatility, we monitor conditions that could affect our investment process or strategies, such as liquidity, how trading markets are functioning, and overall market volumes. We are in regular communication with service providers performing critical functions such as transfer agent, mid-offce and back-offce.

Investment Strategies

While the spread of the coronavirus is unsettling on a human level and has had an impact on the markets’ recent volatility, it has not led to any specifc adjustments in our investment process. Dimensional believes that markets are designed to handle uncertainty—prices quickly incorporate information and refect expectations about a company’s future risks and opportunities, including the potential impact from a viral outbreak. Our approach is to maintain diversifed exposure to securities that exhibit the desired characteristics of each strategy, so that the portfolio is positioned to capture premiums when they present themselves. We adhere to that approach in all market environments.

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Robert J. Pyle, CFP®, CFA is president of Diversified Asset Management, Inc. (DAMI). DAMI is licensed as an investment adviser with the State of Colorado Division of Securities, and its investment advisory representatives are licensed by the State of Colorado. DAMI will only transact business in other states to the extent DAMI has made the requisite notice filings or obtained the necessary licensing in such state. No follow up or individualized responses to persons in other jurisdictions that involve either rendering or attempting to render personalized investment advice for compensation will be made absent compliance with applicable legal requirements, or an applicable exemption or exclusion. It does not constitute investment or tax advice. To contact Robert, call 303-440-2906 or e-mail info@diversifiedassetmanagement.com.

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