Dimensional Tools

Who is Dimensional?

With over 500B in assets, Dimensional has a long history of applying academic research to practical investing. They offer a full range of equity and fixed income strategies designed to target higher expected returns than the market.

What was asked?

Create a set of data tools for the new client site that allow users to research funds, build complex financial models, and compare funds and models by leveraging interactive data visualizations and custom reports.

My Role. 

Principal UX and UI designer. I managed other designers and collaborated with other stakeholders in agile cross-functional teams. I also developed the programs user testing strategy.

TIMEFRAME. 

Over 6 months in 2019