WisdomTree: Targeting Benchmark Size Exposures with Smart Beta Indexes
September 18, 2014 at 10:50 AM EDT
Adding mid- or small-cap exposures to a portfolio, over long periods of time, has tended to change the overall risk and return picture. Benchmark-aware portfolio managers may be attracted to the enhanced return potential of mid and small caps, but they may also be leery of the added risk, or “size...