Artwork for A Returns-Based Approach for Allocating U.S. Microcap into Equities Portfolios (EP.04)
What Works on Wall Street Podcast

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