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 will 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.

Featured Speakers

Matthew Krajna, CFA, Nottingham Advisors Asset Management

Co-Chief Investment Officer

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Bill Puggini, CFA, Vanguard

Senior Portfolio Specialist, Financial Advisor Services

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Fei Wang, S&P Dow Jones Indices

Senior Analyst, U.S. Equity Indices

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