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Fundamental Factor qualifer

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Equity Factors Macro and market Content CoE Program Global Program iStrat Fundamental Factor qualifer Active management Strategic allocation Portfolio construction Article Whitepaper
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Concentrated markets: Implications for active management, manager research, and multi-manager capital allocation

Members of our Fundamental Factor Team share research insights on the portfolio impact of benchmark concentration and highlight tools that may help, including extension strategies, passive-share analysis, and index-completion approaches.

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By

Gregg Thomas, CFA

Megan Kelly, CFA

event
18 min
Article
2025-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1300495341
Small cap Factors Asset allocation Fundamental Factor qualifer Strategic allocation Whitepaper
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Factors to consider when allocating to US small-cap stocks

From avoiding "junk" to holding on to "graduates," members of our Fundamental Factor Team share their research insights on the pursuit of alpha in the small-cap space.

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Multiple authors

event
18 min
Whitepaper
2026-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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