by Tina Byles Williams | Jun 5, 2020 | Xponance® Insights
As people of good conscience raise their voices in response to the killing of George Floyd and a justice system whose impartiality too often excludes black and brown peoples, Dr. King’s words 60 years ago should haunt us all…
by Thomas Quinn | Jun 2, 2020 | Xponance® Insights
Growth managers have been outperforming core benchmarks and value managers by a wide margin the past 3+ years (Chart 1). In this analysis, we dig a little deeper to see what investment approaches …
by Murray Owen | May 29, 2020
Emerging MarketsWebinar Series We are pleased to present our new series of “Views from the Field Experts”, a series of conversations with the CIOs, Portfolio Managers, and other experts within the Xponance Regional Emerging Markets Portfolio. These...
by Tina Byles Williams | May 26, 2020 | Xponance® Insights
Small caps have enjoyed a structural size premium (Chart 1 and Chart 2). Moreover, we have long maintained that high active share strategies are best deployed in less efficient market segments such as…
by Sumali Sanyal | May 6, 2020 | Xponance® Insights
Our employee-owned firm, Xponance®, is led by an experienced team of women and diverse professionals with a shared passion to act in good conscience for our clients, communities and each other. As part of this mission, we take environmental, social and governance (ESG) issues seriously.
by Jeremy Roman | May 5, 2020
Small Cap Core Q3 2024 | September 30, 2024 Read PDF Version Read Commentary Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 11.23 9.39 25.15 7.08 12.97 10.15 10.64 9.88 Net of fees 11.10 9.01 24.56 6.47...
by Murray Owen | May 1, 2020
by Charles Curry Jr and Noel McElreath | Apr 28, 2020 | Xponance® Insights
As we ponder what has transpired since the beginning of 2020, and as we look back at the first quarter, we are struck by a plethora of thoughts given the monumental difference between how the year began and the quarter ended. To begin, the economic situation in which we find ourselves is…
by Sumali Sanyal | Apr 27, 2020 | Xponance® Insights
The new decade of 2020 began in an unprecedented way. There were two distinct phases to the first quarter of the year. The first was characterized by an equity market surging to all-time highs despite concerns about a manufacturing slowdown, geopolitical tensions, and US political uncertainty.
by Tina Byles Williams | Apr 20, 2020 | Xponance® Insights
Widespread social distancing has been akin to emergency sedation of global economic activity while the extensive fiscal and monetary stimulus has provided life support.
by Charles Curry Jr | Apr 1, 2020 | Xponance® Insights
Topic Overview This short piece describes our analysis of historical return patterns for short duration fixed income assets and an assessment of the benefits and drawbacks of investing with an inherent bias towards spread products over a range of market cycles....
by Tina Byles Williams | Apr 1, 2020 | Xponance® Press Release 2020, Xponance® Press Release
PHILADELPHIA, PA – FIS Group and its wholly owned subsidiary, Piedmont Investment Advisors, announced today that, effective April 1, 2020, they are rebranding into a newly formed combined corporate entity, Xponance®. The company has $9.5 billion* in assets under management, remains 100% employee owned, and maintains the existing ownership structure…
by Sumali Sanyal | Apr 1, 2020 | Xponance® Insights
Interest in environmental, social, and governance oriented investing, or ESG investing has increased substantially in the past few years. More and more asset owners and asset managers are embracing the idea of focusing on investments with better ESG profiles and this...
by Murray Owen | Mar 31, 2020
by Tina Byles Williams | Mar 20, 2020 | Market Insights Alerts, Xponance® Insights
We are in strange and scary times. We are at war with a virus which is all the more deadly in that it cannot be easily discerned but it is metastasizing geometrically. Moreover, COVID-19 and the measures required to contain…
by Murray Owen | Mar 13, 2020
Tracy Cao, CFA* Vice PresidentTeam Lead Manager Research, Multi-Manager Strategies Tracy Cao is Vice President, Team Lead for Manager Research, Multi-Manager Strategies at Xponance and joined the firm in 2013. In this capacity, Tracy identifies and evaluates...
by Murray Owen | Mar 10, 2020
Omaar Poitevien Lead Manager Operations Research Specialist Omaar Poitevien is Lead Manager Operations Research Specialist for Xponance’s multi-manager solutions business. He reports jointly to the Director of Portfolio Operations and Reporting and the Senior...
by Sumali Sanyal | Mar 9, 2020 | Market Insights Alerts, Xponance® Insights
In the last post in this series, we update and expand on our analysis to explore the impact of rising and falling interest rates on the performance of various capitalization tranches. Finally, we now look at the performance of the “Sweet Spot” in different interest rate regimes.
by Murray Owen | Mar 4, 2020
Adam Choppin, CFA*, APFI Assistant Portfolio Manager, Multi-Manager Strategies Adam Choppin is Vice President and Assistant Portfolio Manager, Multi-Manager Strategies at Xponance. Adam joined the firm in May 2013 and he is the Assistant Portfolio Manager for emerging...
by Murray Owen | Feb 24, 2020
Think Globally, Invest Locally Regional Emerging Markets Fund allows investors access to institutional quality investment managers domiciled in the region of their investment focus Offers clients greater diversification and minimal overlap relative to large emerging...
by Adam Choppin | Feb 14, 2020 | Market Insights Alerts
For global equity investors, the decade ending on December 31, 2019 was undoubtedly the American decade. The performance of U.S. equities more than doubled and in many cases tripled other countries and regions such as emerging markets…
by Tina Byles Williams | Feb 14, 2020 | Market Outlooks
While the U.S. continued its decade-long run, surging ahead another +31% in 2019 to lead all major developed markets (except Switzerland, +32.5%), three emerging markets did even better last year. Taiwan gained +36% as investors reevaluated the “moat” of its market champion, …
by Tracy Cao | Feb 14, 2020 | Market Insights Alerts
The coronavirus outbreak in China, named COVID-19 by WHO, is understandably dominating news coverage and depressing Chinese risk plays. Since 12/9/2019 when the first coronavirus case was announced from the City of Wuhan, confirmed cases have risen rapidly to over 40,000 as of this report.
by Sumali Sanyal | Feb 12, 2020 | Market Insights Alerts
In our previous post, we sought to identify and quantify the investment opportunity or edge within various market capitalization segments. We found that the top 1000 names in the Russell 2500 benchmark constitute a sweet spot across the entire Russell 3000.
by Isaac Green | Feb 10, 2020 | Market Insights Alerts
As the secular bull market in long term treasury bonds approaches its 40th year, the consensus around falling interest rates has morphed from a shared opinion to an accepted reality. Reputations and fortunes have been made and lost by adherents and skeptics respectively.
by Tina Byles Williams | Jan 22, 2020
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by Tina Byles Williams | Jan 22, 2020 | Market Outlooks
During the second half of 2019, the late cycle bull market for financial risk assets sprinted to the finish line despite lackluster global growth. Global markets ended the year on a bullish note, with the U.S. S&P 500 climbing to another record close.
by Tina Byles Williams | Jan 21, 2020
by Tina Byles Williams | Jan 17, 2020
The Power of Human Capital Our factor emanates from the considerable investment acumen, experience and diverse perspectives of our team; imbued by a deep passion for doing the right thing for our clients and each other. Executive Investment Leaders Portfolio...
by Tina Byles Williams | Jan 17, 2020
Our Clients’ Investment Success Is Our PassionXponance (EKS-puh-n’ns): We exist because of and for our clients. We leverage our multi-strategy capabilities for their success. We understand that wisdom and vision emanate from diverse perspectives, multi-decade...