WEBCASTS

Why Investors Should Think Twice About Indexing Small Cap Allocations

The index-based strategy remains a popular choice for many investors, as its mechanical nature offers some benefits. But there could be costs that go beyond expense ratios that may end up costing investors more in the long run.

Join the experts at VettaFi and Avantis Investors® as they explore the way index approaches can fall short and discuss a systemic strategic approach that could serve investors better.

May 18, 2023

11am PT | 2pm ET

1 CE Credit

SUMMARY

Topics will include:

An overview of the potential shortcomings in index-based strategies.
An exploration of a systemic approach to managing small caps that can deliver the benefits of indexing while removing artificial constraints.
A review of how a well-managed small cap strategy may help a portfolio succeed in these unique times.

Accepted for one hour of CFP/IWI/The American College 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.

SPEAKERS

Mitchell Firestein

Senior Portfolio Manager
Avantis Investors®

Jeromey Thornton, CFA

VP, Senior Investment Director
Avantis Investors®

Lara Crigger

Editor-in-Chief
VettaFi

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Important Disclosures

Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.

The information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for investment, accounting, legal or tax advice.

American Century Investments and VettaFi are not affiliated investment companies.

For Financial Professional Use Only / Not for distribution to the public.