Strategic small-cap allocation — why and how?

Presented by

Adam Levine and Scott Conlon

About this talk

An allocation to small-cap equities could help institutional investors achieve a few common goals. For example, adding or increasing a small-cap allocation can potentially help boost near-term performance or improve diversification. And for liability-aware investors increasing fixed income in their portfolios to reduce risk, allocating to small-cap also could help offset the potential reduction in expected return.

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