By BbTSKQq8R4zZvWGYD3eJXCLast updated
This paper, Portfolio Construction Using Canadian SME Investment Allocations, examines 35 years of historical data to assess the impact of allocating capital to private small and medium-sized enterprises (SMEs) within diversified portfolios.
Our findings are clear: Canadian SME investments have historically delivered returns above bonds, exhibited lower volatility than equities, and demonstrated low correlation to traditional asset classes, strengthening both performance and stability across risk profiles.