The Case for Small Caps—and the Merits of a Multifactor Approach

Title: The Case for Small Caps—and the Merits of a Multifactor Approach

Date: Tuesday, February 06, 2018

Time: 02:00 PM Eastern Standard Time

Duration: 1 hour

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In this upcoming webinar, John Hancock Investments and ETF Trends consider the macroeconomic and policy conditions that support the case for investing in small-cap stocks and consider the merits of a multifactor approach to investing in this market segment.

We invite you to join Tom Lydon, editor and publisher of ETF Trends, who will moderate a discussion with Emily Roland, head of capital markets research at John Hancock Investments, and Joel Schneider, senior portfolio manager and vice president at Dimensional Fund Advisors. 

Topics will include:

  • The broad outlines of the small-cap market
  • Conditions that may support the case for small-cap investing
  • Academic research supporting a factor-based approach to small caps
  • How advisors can incorporate a small-cap factor-based strategy into a diversified portfolio

No longer accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker. 

Emily Roland
Head of Capital Markets Research
John Hancock Investments
Joel Schneider
Senior Portfolio Manager and Vice President
Dimensional Fund Advisors
Tom Lydon
Editor and Publisher
ETF Trends