Corey Moore
Corey Moore, CFA* Assistant Portfolio Manager, U.S. Fixed Income Corey serves as an Assistant Portfolio Manager in U.S. Fixed Income at Xponance. He is responsible for conducting the credit research and strategy efforts across various sectors of the fixed income...
An Introduction to Machine Learning
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…
Bin Cheng
Bin Cheng, CFA*, CAIA Vice President, Team Lead, Quantitative Research Group Bin Cheng is a Vice President, Team Lead for Quantitative Research Group at Xponance who joined the firm in 2015. In this capacity, Bin performs quantitative research for various Xponance...GIPS Tests
Others International Equity Complete 4 Annualized Performance Results (%)3-Yr Annualized Ex-Post Standard Deviation (%)Year EndComposite Gross TWRComposite Net TWRBenchmark1Composite GrossBenchmark1 Number of PortfoliosInternal Dispersion (%)Composite Assets...
U.S. Fixed Income Q2 2021 Update
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.
Systematic Global Equities: Q2 2021 Update
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.
Hello Inflation, It’s Been a While! – Q3 2021 Market Outlook
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.
Navigating the ESG Labyrinth
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 …
Girls Who Invest: A Conversation with Xponance CEO & CIO, Tina Byles Williams
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?
Xponance at 25: Sourcing Investment Excellence Through Diverse & Emerging Investment Firms and Professionals
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.
Alpha Availability: Identifying the Drivers of Active Manager Returns Across Markets and Investment Styles – Part 2
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...Newsroom Archive
Newsroom Archives Welcome to the Newsroom Archives, we engage with the media in an open and transparent manner. Archived Press Releases, Updatesand Announcements Back to Newsroom FIS Group Named Top Guns Manager by Informa Investment Solutions for Seventh Straight...
The “Complete” Jackie Robinson Story: A Cautionary Tale for Well Intentioned Supporters of Diversity, Equity & Inclusion
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 …
U.S. Fixed Income: Q1 2021 Update
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 …
Systematic Global Equities: Q1 2021 Update
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.
Alpha Availability: Identifying the Drivers of Active Manager Returns Across Markets and Investment Styles – Part 1
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® and Investcorp to Launch Strategic Partnership in Support of Diverse and Woman-Owned 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 …
What Does the EV Craze Mean for Emerging Markets?
In a market filled with liquidity and searching eagerly for the next growth story, electric vehicle (EV) companies, and their supply chain are seeing a lot of flows. Most famously, Tesla shot up 7x in 2020 after finally turning a profit for the first time in its history.
25 Year Anniversary
A Trusted SolutionsPartner for 25 Years For a quarter century, Xponance® has been proudly partnering with our clients to meet their investment objectives while expanding opportunity for emerging and diverse firms and professionals. We’re delighted to share that we...Home Page Dev Test
Xponance® Named One Of Pensions & Investments Best Places To Work In Money ManagementNew York, NY (Dec. 14, 2020)– Xponance®, Inc. has been named one of the 2020 Best Places to Work in Money Management for firms with 20 to 49 employees, announced by Pensions &...
Marquette Chester Joins Xponance to Lead Alternatives Business
Xponance, Inc., a multi-strategy investment firm, announced today that it will expand its business to include alternative capabilities for institutional and other qualified investors. The firm has hired industry veteran Marquette Chester as Senior Managing Director to lead this effort.
Marquette Chester
Marquette Chester Senior Managing Director | Xponance Alternatives Solutions Marquette Chester is Senior Managing Director of Xponance Alternatives Solutions. He brings over 30 years of institutional experience, with 20 years in private equity. He previously served as...
Taiwan: “It’s More Than Just a Tech Stock” – What Asset Owners May Be Missing in Taiwan
The best performing emerging market of the past decade gets no love from investors. Taiwan is a perennial underweight for active global emerging market (GEM) funds, despite being the best performing market over the past decade.
A Challenging Environment for Quant Strategies
Although equity markets have been steadily rising, quantitative strategies have found it challenging to beat broad market indices, especially for the past three years. A number of macro catalysts, most notably, the ongoing coronavirus pandemic, have created …
U.S. Fixed Income: Q4 2020 Update
A we put 2020 firmly in the rear-view mirror, we simultaneously contemplate the state of fixed income markets as we head into 2021. We spent much of our commentary budget last year discussing the massive dislocation and subsequent recovery in fixed income markets while also viewing these from a historical perspective.
Systematic Global Equities: Q4 2020 Update
2020, a year characterized by a global pandemic, saw dramatic reversals in sentiment and leadership in equity markets. After being panic-stricken in the first quarter when the pandemic broke out…
Q1 2021 Market Outlook: Now, Work on Having a Good 2021!
On January 6, 2020, the world watched in astonishment as a mob stormed through the U.S. Capitol to reject the legitimacy of the democratically elected candidate’s presidential victory. Once again, we were reminded that it is policy and not politics that drives risk asset performance.
Xponance Named One Of Pensions & Investments Best Places To Work In Money Management
Xponance®, Inc. has been named one of the 2020 Best Places to Work in Money Management for firms with 20 to 49 employees, announced by Pensions & Investments today. This is the firm’s first award.
Rush University Medical Center Hires Xponance®
December 10, 2020—Philadelphia, PA Chicago-based Rush University Medical Center has hired Xponance®, Inc. to provide passive equity investment management services at its November board of directors meeting. Xponance®, a 100% employee owned, diverse investment manager based in Philadelphia, will manage a $50 million S&P 500 Index assignment for Rush.