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.
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.
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.
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 …
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 …
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…
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.
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.
Machine Learning is a broad term used to describe the study of computer algorithms that can improve automatically through experience and by the use of data. Machine learning algorithms build a model based on sample data…
We began last quarter’s commentary by discussing the historical context that put the first quarter performance in the history books as one of the most negative quarters for total return on record given the violent interest rate move.
Equity markets posted strong returns in the second quarter of 2021 as a substantial decline in U.S. COVID-19 cases combined with a fast-paced economic reopening across the country led to a surge in economic growth that helped stocks rally to new highs over the past three months.
Concerns over inflation continue to dominate the marketplace. June’s 0.9% rise in core CPI was well above forecasts, as were the April and May prints. Bond yields (which are used to discount risk assets) have oscillated between a high of 1.77% in March to 1.3% recently, as concerns over inflation (and new corona virus variants) have waxed and waned.
As ESG (Environmental, Social, and Governance) investing trends have steadily risen, comparing ESG ratings and metrics has become more and more complicated. Over time the process has evolved from a values-based, often exclusionary approach in the 1970s …
Tina, congratulations on Xponance turning 25 this year! As you look back over that time, how has the conversation around gender equity in investment management evolved?
PHILADELPHIA – 20 May 2021 – Xponance, Inc., a multi-strategy investment firm, is celebrating its 25th year in the asset management industry with an optimistic outlook for the future.
Every April, MLB players don Jackie Robinson’s number 42 jersey to commemorate his breaking of the color barrier after Branch Rickey signed him to the Brooklyn Dodgers in 1945. Robinson is rightly celebrated as a gifted baseball player who …
The start to 2021 was among the worst for the broad bond market, and its constituent sectors, in quite a long while. To put this in historical perspective, first quarter 2021 was the 4th worst total return for the Bloomberg Barclay’s Aggregate since …
The year started out on an uncertain note with protestors storming the United States Capitol, emergence of new virus mutations, the uneven distribution of COVID-19 vaccines, and unusual, highly targeted trading activity and stock price manipulation from retail investors involving several companies.
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.
Xponance® today announced that they are entering into a strategic partnership to collaborate on General Partnership (GP) staking and seeding interests in diverse and woman-owned alternative asset managers. This venture will build on the strengths of both …
