Recent Insights & News
S&P 500 Value Rebalance: Everything Value Is Growth Again
This post builds on the analysis of the 2022 rebalance, examining the S&P 500 Value Index’s December 15, 2023 rebalance to assess trends and methodologies. High turnover and major sector and risk factor exposure shifts can impact both passive and active strategies, potentially increasing costs and requiring careful risk management.
Xponance Diverse & Emerging Manager CEO Roundtable
In December 2023 Tina Byles Williams, Founder, CEO and CIO of Xponance, hosted 24 CEOs from among the firm’s currently funded sub-advisors to participate in a roundtable discussion on the most pertinent challenges to emerging and diverse investment management companies.
The Xponance® Story
Xponance Named a Best Place to Work in Money Management by Pensions & Investments for Third Consecutive Year!
Press Release Philadelphia, PA (Dec. 12, 2022) – Xponance, Inc., a multi-strategy investment firm, has been named one of the 2022 Best Places to Work in Money Management for firms with 20 to 49 employees, announced today by Pensions & Investments. The...