Preview Mode Links will not work in preview mode

Choose your preferred Player from the icons shown here.
To learn more about our best ideas, subscribe to our Blog: osam.com/subscribe

Dec 1, 2017

“Traditional” asset allocation favors capacity-based frameworks that are overly-reliant on flawed market cap-weighted indexes. Also, that approach fails to make adjustments for investor risk tolerance or plan size. Investors who use a returns-based approach instead — adding Micro and Small Cap into the equities...