Dimensional appoints new responsible investment heads

Jim Whittington will replace Joe Chi who retires at end of year

Elliot Gulliver-Needham
clock • 1 min read
Jim Whittington and Lacy Huebel of Dimensional

Jim Whittington and Lacy Huebel of Dimensional

Dimensional Fund Advisors has appointed Jim Whittington as their head of responsible investment, as well as appointing Lacy Huebel as head of responsible investment for North America. Both appointments are effective 1 November.

Whittington replaces Joe Chi, who has returned to his previous role of senior portfolio manager and vice president and will be retiring by the end of the year. Whittington previously worked as senior portfolio manager and vice president in the firm's London office, while working as a member of Dimensional's Investment Stewardship Committee. Prior to Dimensional, he worked in various roles in firms such as J.P. Morgan and Merill Lynch. Huebel will continue her role as portfolio manager and vice president, having managed Dimensional's social and sustainable fixed income portfolios since...

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