by Charles Curry Jr and Noel McElreath | Apr 21, 2022 | Xponance® Quarterly Reports, Xponance® Insights
As we close what has been among the most tumultuous quarters in fixed income history, we are struck by the fact that we are about to discuss interest rate moves and total returns of historic magnitude. Unfortunately, the past two years have led us to utter similar statements rather often.
by Sumali Sanyal and Cameron McLennan | Apr 21, 2022 | Xponance® Quarterly Reports, Xponance® Insights
US equities came under pressure in the first quarter of 2022 with the S&P 500 suffering its first quarterly decline since the depths of the pandemic in March 2020. While the Fed’s hawkish policy pivot dominated the headlines …
by Murray Owen | Apr 20, 2022 | Xponance® Insights
David Andrade, Chief Technology Officer of Xponance and General Manager of Aapryl, spoke about how technology can make the investment manager selection process more efficient with Wei-Shen Wong of WatersTechnology.
by Jeremy Roman | Apr 20, 2022
S&P 500 Catholic Values Strategy Q2 2023 | June 30, 2023 Read PDF Version Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 9.29 18.13 20.86 - - - - 2.53 Net of fees 9.24 18.03 20.66 - - - - 2.38 Benchmark...
by Jeremy Roman | Apr 20, 2022 | Market Outlooks
S&P 500 Catholic Values Strategy Q1 2022 | March 31, 2022 Read PDF Version Annualized Returns (%) QTDYTD1 Year3 Years5 Years 7 Years10 YearsSince Inception1 Gross of fees——-3.28 Net of fees——-3.27 Benchmark2——-3.71 1 Inception...
by Jeremy Roman | Apr 20, 2022
S&P 500 DEI & ESG Strategy Q2 2023 | June 30, 2023 Read PDF Version Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 7.28 14.14 17.65 - - - - -1.52 Net of fees 7.23 14.03 17.44 - - - - -1.67...
by Jeremy Roman | Apr 20, 2022
S&P 500 ESG Enhanced Strategy Q2 2023 | June 30, 2023 Read PDF Version Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 8.59 16.81 19.18 - - - - 4.49 Net of fees 8.56 16.75 19.06 - - - - 4.40 Benchmark...
by Thomas Quinn | Tracy Cao | Bin Cheng | Mar 31, 2022 | Xponance® Insights
In a perfect world (for boutique managers), investment talent and execution would be enough. The best managers would prove their worth through performance, and allocations would follow.
by Murray Owen | Mar 25, 2022
Cynthia Steer Independent Board Member Ms. Steer currently serves as a Director and Chair of the Investment Committee for MissionSquare, a $75.0 billion not-for-profit organization dedicated to retirement security essential workers as well as an Independent Director...
by Murray Owen | Mar 25, 2022
Jerrod Stoller Strategic Advisor to the CEO Jerrod Stoller is the President of Digital Envoy. Prior to Digital Envoy he was the Chief Executive Officer of eVestment. From 2011 to 2019 he was the Head of Global Sales at eVestment. Previously he was Regional Director of...
by Tina Byles Williams | Mar 11, 2022 | Xponance® Insights
Like many global investment managers, we have been asked by asset owners, their consultants, and the media about our exposure to Russia as well as our perspective on the investment impact of Russia’s invasion of Ukraine.
by Sumali Sanyal and Cameron McLennan | Mar 9, 2022 | Xponance® Insights
View PDF | Print Version There has been a long-standing belief that the small-cap universe offers greater opportunity for active management to add value relative to a capitalization weighted benchmark than is the case for the large-cap universe. We compare the alpha...
by Adam Choppin | Mar 1, 2022 | Xponance® Insights
View PDF | Print Version “Russia is a riddle wrapped in a mystery inside an enigma” – Winston Churchill This is now the fifth time Russia has become ‘uninvestable’ in our careers, so we have plenty of experience in seismic shocks such as these. The way to...
by Tina Byles Williams | Feb 1, 2022 | Xponance® Press Release 2022, Xponance® Press Release
Philadelphia, PA – February 1, 2022 – Xponance, Inc., a leading multi-strategy investment firm, and As You Sow, a nonprofit that promotes environmental and social corporate responsibility, today announced that they have formed a new partnership.
by Tina Byles Williams | Jan 26, 2022 | Xponance® Quarterly Reports, Xponance® Insights
For most of the world, the hope for 2022 is that it is the least bad year of the last three. But for global financial markets, this feels like a far-too-lofty aspiration. Following years of surging returns formost financial assets over the past several years …
by Murray Owen | Jan 25, 2022
MassPRIMManager Registration Thank you for your interest in being evaluated for the MassPRIM Emerging Manager Program through Xponance, Inc. Please complete the form below and attach your standard pitch book and product monthly gross return. Xponance is responsible...
by Adam Choppin | Jan 24, 2022 | Xponance® Insights
Sino-pessimism is easy to find these days, perhaps with good reason. China spent 2021 cracking down on its most lucrative businesses, shuttering entire for-profit sectors, seeing several large property companies teeter on the edge of bankruptcy, suffer energy shortages, constrain the economy under an ongoing zero-Covid policy.
by Charles Curry Jr and Noel McElreath | Jan 24, 2022 | Xponance® Insights
As we contemplate fixed income markets in 2021 and what is in store for 2022, it seems clear an inflection point is upon us. We have spent a large amount of the past few commentaries discussing inflation and the implications …
by Sumali Sanyal and Cameron McLennan | Jan 21, 2022 | Xponance® Insights
US equities were higher in 2021 with the S&P 500 up for a third straight year. There were a number of big themes in focus during the year. Covid vaccinations formed a key piece of the bullish narrative, particularly over the first several months of the year.
by Tina Byles Williams | Jan 11, 2022 | Xponance® Press Release 2022, Xponance® Press Release
Xponance, Inc., a multi-strategy investment firm & industry leader in sourcing alpha from diverse professionals and managers, announced today the hiring of industry veteran Lisa Hinds as Managing Director, Client Engagement and Sustainability.
by Murray Owen | Jan 5, 2022
Lisa Hinds Managing Director, Client Engagement & Sustainability Lisa Hinds (she/her/hers) leads all Client Engagement & Sustainability activities for Xponance. She is a member of the Management, Investment Governance, and ESG Committees and has over 30 years...
by Tina Byles Williams | Dec 13, 2021 | Xponance® Press Release 2021, Xponance® Press Release
PHILADELPHIA, Dec. 13, 2021 /PRNewswire/ — Xponance, Inc., a multi-strategy investment firm, has been named one of the 2021 Best Places to Work in Money Management for firms with 20 to 49 employees, announced today by Pensions & Investments. The publication’s 10th-annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry.
by Charles Curry Jr and Corey Moore | Dec 10, 2021 | Xponance® Insights
Environmental, Social, and Governance (ESG) investing has been one of, if not the most topical strategies in the financial markets this year. While various forms of responsible investment have been utilized by asset managers for almost four decades …
by Charles Curry Jr and Noel McElreath | Oct 27, 2021 | Xponance® Insights
As we enter the home stretch of 2021, we are struck by the notion that economic conditions might actually make fixed income interesting again! Coming from a market practitioner, this sentiment is a bit tongue-in-cheek …
by Thomas Quinn and Bin Cheng | Oct 27, 2021 | Xponance® Insights
View PDF | Print Version Over the past decade, our research has taken multiple in-depth looks at the exogenous drivers of what we think of as “alpha availability” among active managers. Our original work focused on smaller AUM managers’ ability to deliver relatively...
by Jeremy Roman | Oct 22, 2021
Russell 1000 Index Replication Strategy Q2 2023 | June 30, 2023 Read PDF Version Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 8.57 16.66 19.35 - - - - 1.89 Net of fees 8.57 16.65 19.33 - - - - 1.87...
by Sumali Sanyal and Cameron McLennan | Oct 20, 2021 | Xponance® Insights
The majority of equity indices ended down for the third quarter of 2021 though the S&P 500 put up a positive return for a sixth straight quarter. For most of the quarter, markets performed well against the background of easy financial conditions…
by Charles Curry Jr | Oct 13, 2021 | Xponance® Insights
The Differentiated Income strategy is a yield driven approach that derives alpha from unique, and diverse income streams. Income/yield is enhanced through callable securities, optionality, security structure, and variable rate coupons.
by Serena Li | Christina Watson | Sumali Sanyal | Cameron McLennan | Oct 11, 2021 | Xponance® Insights
Having introduced concepts in artificial intelligence and different types of machine learning (ML) models in our previous post, we will now discuss specific applications of machine learning in investment management, the benefits of using these models, and the challenges inherent in their use.
by Murray Owen | Oct 6, 2021
Serena Li, CFA* Quantitative Analyst, Systematic Global Equities Serena Li is a Quantitative Analyst on the Systematic Global Equities Platform. Serena provides quantitative support to the research and portfolio management activities on the platform. With her strong...