Equity Reallocation


Stop. Rethink Everything.

Why you need to reallocate your equity now



The Tools in the Toolkit



Finding the Optimal Portfolio for Equity Strategies


Strategy

Expected Excess Return (%)

Active Risk (%)

Fee (%)

Indexing

0.00

0.10

0.03

Enhanced indexing

0.50

1.00

0.15

Smart Beta

0.75

2.50

0.05

Active

1.00

3.00

0.30


75%

Index + Enhanced

+

25%

Active + Smart Beta


Related Insights


Fabio Consoli, Bonds, Federal Reserve / Central Banks, Monetary Policy, Taxes
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