Episode from the podcastWhat Works on Wall Street Podcast

A Returns-Based Approach for Allocating U.S. Microcap into Equities Portfolios (EP.04)

Released Friday, 1st December 2017
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“Traditional” asset allocation favors capacity-based frameworks that are overly-reliant on flawed market cap-weighted indexes. Also, that approach fails to make adjustments for investor risk tolerance or plan size. Investors who use a returns-based approach instead — adding Micro and Small Cap into the equities mix — can expect to see stronger returns and lower volatility. Join us on this “What Works on Wall Street” podcast to learn more...