Industry leaders coordinate efforts to better address the evolving needs of the insurance and retirement markets
NEW YORK, Sept. 28, 2022 /PRNewswire-PRWeb/ -- Market Synergy Group and Dimensional Fund Advisors ("Dimensional") announce coordinated efforts to design and develop innovative defined outcome and retirement investment solutions to better serve investors across retirement and insurance markets.
The combination of Dimensional's industry-leading focus on financial science and asset management expertise paired with Market Synergy Group's differentiated product development, distribution, and marketing services advances the development of flexible, long-term solutions aiming to optimize outcomes for retirees and consumers seeking defined outcome financial products and annuities.
"Dimensional and Market Synergy Group form a powerful combination together. Dimensional's decades of applying high-quality academic research to practical, global investment solutions uniquely compliments Market Synergy Group's position in the marketplace," commented Tre DePietro, Chief Strategy Officer of Market Synergy Group. "Together, we look forward to delivering meaningful solutions to the individuals and families our industry serves."
"Our firms share a commitment to developing and supporting high-quality solutions that aim to positively impact investors across all stages of their retirement," said Carlo Venes, Co-Head of Global Client Group & VP at Dimensional Fund Advisors. "We look forward to working with Market Synergy Group to provide more investors with greater options to meet their retirement goals."
This coordinated effort will connect Dimensional with Market Synergy Group's comprehensive educational resources, defined outcome marketing experience, and product engineering expertise, aiming to allow both firms to better address the evolving needs of the insurance and retirement markets.
"Since its inception, Market Synergy Group has focused on creating solutions that make a difference," said Lance Sparks, President and Founder of Market Synergy Group. "We are proud to collaborate with Dimensional and excited to leverage our shared expertise to deliver products for a dynamic marketplace in an ever-changing economic environment."
ABOUT MARKET SYNERGY GROUP
At Market Synergy Group, we leverage research, innovation, a passion for problem-solving and unconventional thinking to identify consumer planning challenges before they arise. We design and develop market-leading solutions that address these needs and collaborate with an exclusive network of IMO member-owners and elite advisors to distribute them, generating meaningful results for the individuals and families they serve. It's this synergy — the interaction of multiple elements in a system to produce a combined effect greater than the sum of the individual elements — that sets us apart and propels our network to experience incremental success. Learn more at marketsynergy.net.
ABOUT DIMENSIONAL FUND ADVISORS
Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 14 global offices across North America, Europe, and Asia. As of June 30, 2022, Dimensional manages $575 billion for investors worldwide. For more information, please visit dimensional.com.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
Dimensional Fund Advisors LP and Market Synergy Group are separate and unaffiliated entities.
Media Contact
Ted Johnson, Market Synergy Group, +1 5157779143, [email protected]
SOURCE Market Synergy Group
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