Financial Literacy Month may be more effective when DC plans simplify participant decisions. What role can DC specialists play in helping sponsors see that?
Most portfolios are more U.S.-heavy than investors realize. International small cap is one of the most overlooked gaps—and conditions for closing it are improving.
International small cap stocks can help round out a global equity allocation, offering growth and diversification potential beyond international large caps and U.S. stocks.
International small caps offer real opportunity—but navigating 2,000+ companies across dozens of markets takes more than an index. Here are three reasons why active management matters in this area of the market.
In more concentrated markets, portfolios are often shaped more by benchmarks than by conviction—requiring a more deliberate, analytics-driven approach to managing risk.