Who Is Truly Responsible for Bringing Dimensional Funds to Singapore? (S3E25)

As Asia's leading fee-only wealth advisory firm, we are honoured to feature Dr Peng Chen, our Senior Advisor and Director at Providend, in this special podcast episode.

Dr Peng is the co-inventor of the Ibbotson-Chen model – a data-focused approach that breaks down the components contributing to equity market returns and uses them to estimate forward-looking expected returns. This model earned the prestigious Graham and Dodd Award of Excellence.

In this week’s Money Wisdom episode, Chris chats with Dr Peng, recounting their first meeting in 2014 and exploring how Dr Peng and Providend played a pivotal role in bringing Dimensional funds to Singaporean investors.

Timestamp:
00:31 Dr Peng Chen developed the Ibbotson-Chen model.
06:22 At Morningstar, Dr Peng oversaw $200 billion in assets.
09:03 He joined Dimensional in 2012.
26:46 Dimensional avoided sales commissions.
28:20 Dimensional advocates for funds that focuses on investor experience.
36:13 Providend partnered with Dimensional in 2016.
56:14 We maintain fund manager standards through ongoing evaluations.
57:19 Providend's conflict-free approach benefits managers and ensures quality standards.
01:01:19 Providend’s retirement planning prioritises family and flexibility over corporate demands.

Listen to this podcast on our website here: https://providend.com/who-is-responsi...

Stay tuned for our next podcast episode, where Amelia from our Brand Experience team will be having a discussion with Isaac about his latest article!

Music courtesy of ItsWatR.

The host of this episode, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.

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