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WEBINAR

30 Years of Opportunity in Small Caps

Thursday, November 7, 2024 | 2:00 PM ET / 11:00 AM PT
Accepted for CFA®, CIMA®, and CFP® credit

A complimentary webinar for financial advisors and wealth managers

As the S&P SmallCap 600® marks its 30th anniversary, recent changes such as interest rate cuts signal a pivotal shift toward small-cap stocks.

Join S&P DJI and industry leaders as we explore the evolution and benefits of small-cap investing. Discover how index construction can influence performance, offering unique opportunities in this dynamic segment of the market.

Topics include:

  • Evaluating the reasons to consider integrating small-cap strategies into your client portfolios and the potential advantages they may offer
  • Analyzing the performance of small-cap actively managed funds vs. their benchmarks
  • Reviewing why fundamental differences between the S&P SmallCap 600 and other small-cap indices can affect liquidity, financial stability, turnover and transaction costs for your clients


Speakers include:

  • Matthew Krajna, CFA, Co-Chief Investment Officer, Nottingham Advisors Asset Management
  • Bill Puggini, CFA, Senior Portfolio Specialist, Financial Advisor Services, Vanguard
  • Fei Wang, Senior Analyst, U.S. Equity Indices, S&P Dow Jones Indices

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