ACE Academy 2023

Speaker & Session Information















Evolution of the ETF Industry

Courtney Lee

Presented by
Courtney Lee

Investment Strategist, Dimensional Fund Advisors

Session date and time 
May 1, 2023
12:15 - 12:40 p.m.     

Since the launch of the first exchange-traded fund (ETF) in 1993, the industry has increased to nearly $7 trillion in assets under management, more than 3,000 strategies and more than 200 managers. With the proliferation of strategies and providers, financial professionals must learn to cut through the noise to make the best investments for their clients. In this session, we dig into the evolution of ETFs and explore systematic ETFs that provide the benefits of indexing but go beyond that with higher expected returns and flexible implementation.

ACE Academy 2023
April 30-May 3, 2023
San Diego, CA 


Register for On-Demand

Speaker Bio

Courtney Lee
Investment Strategist, Dimensional Fund Advisors

Courtney Lee is an Austin-based investment strategist in Dimensional’s Investment Solutions Group. An equity portfolio strategist, she is responsible for supporting the effective communication of Dimensional’s investment approach and strategies to clients and prospects. Before joining Dimensional, Lee was an active quantitative equity portfolio specialist and assistant vice president with State Street Global Advisors. She served as a subject matter expert for the firm’s active quantitative equity strategies and was responsible for clearly articulating and providing ongoing updates on its investment philosophy, process and solutions. She also worked as an advisor consultant at Franklin Templeton Investments. Lee earned an MBA in finance from Washington University in St. Louis and a BA in business economics from Brown University.

 Back to ACE Academy 2023

E-mail address

Contact us

+1 303-770-3377

Top Conference

for Exceptional Advisors