Portfolio

Construction

Using

Canadian

SME

Allocations

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 profilesView Full Report