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...
by Tina Byles Williams | Jan 17, 2020
Marion White, CPA Vice President, Finance Marion White serves as Vice President, Finance at Xponance and works with the Chief Financial Officer on the accounting and financial operations of the firm. She joined Piedmont Investment Advisors, an investment firm acquired...
by Tina Byles Williams | Jan 17, 2020
Shelley Y. Simms, Esquire, IACCP® General Counsel & Chief Compliance Officer Shelley Y. Simms, Esq., IACCP® is General Counsel and Chief Compliance Officer at Xponance. Shelley has oversight responsibility for compliance and legal matters at Xponance and is a...
by Tina Byles Williams | Jan 17, 2020
Genie Logue Chief Financial Officer Genie Logue joined the firm in September 2018 as Chief Financial Officer and oversees the financial and risk management operations of the company. Prior to Xponance®, Genie was a Managing Director with Rosemont Investment...
by Tina Byles Williams | Jan 17, 2020
Cesar J. Gonzales, Jr. CMFC® Director, Manager Development and Client Portfolio Manager Cesar J. Gonzales, Jr., CMFC® is Director, Manager Development and Client Portfolio Manager at Xponance®. He is a voting member of Xponance’s Investment Committee and a...
by Tina Byles Williams | Jan 17, 2020
Michelle Goss Director, Human Resources Michelle Goss has been with the firm since 2002 and has over 30 years of professional experience including 13 years of accounting and financial experience. In her capacity as Director of Human Resources, Michelle oversees...
by Tina Byles Williams | Jan 17, 2020
David Andrade Chief Technology OfficerGeneral Manager of Aapryl David Andrade serves as Chief Technology Officer and is responsible for Xponance’s Information Technology platforms, applications, infrastructure and solutions. Additionally, David is General...
by Tina Byles Williams | Jan 17, 2020
Sean Golliher Vice President, Operations Sean Golliher serves as Vice President of Operations at Xponance. He is responsible for trade operations, portfolio accounting and reconciliations, performance and client reporting for the Systematic Global Equities and U.S....
by Tina Byles Williams | Jan 17, 2020
Shalonda Epps, CIPM® Director, Portfolio Operations and Reporting Shalonda Epps is Director of Portfolio Operations and Reporting at Xponance. She and her team are responsible for client on-boarding, portfolio measurement, compliance monitoring, portfolio transitions,...
by Tina Byles Williams | Jan 17, 2020
Cameron F. McLennan, CFA* Senior Director, Senior Portfolio Manager, Systematic Global Equities Cameron McLennan is Senior Director and Senior Portfolio Manager on the Systematic Global Equity platform. He is responsible for the management of the firm’s active and...
by Tina Byles Williams | Jan 17, 2020
Noel McElreath, CFA* Senior Director, Senior Portfolio Manager, U.S. Fixed Income Noel McElreath serves as co-Portfolio Manager for Xponance®’s Yield Advantage U.S. Fixed Income strategies and leads the macroeconomic research effort. He also conducts research on...
by Tina Byles Williams | Jan 17, 2020
Thomas Quinn, CFA* Managing DirectorSenior Portfolio Manager, Tactical and Multi-Manager Strategies Thomas Quinn is Senior Portfolio Manager of all Active Global Equities on our multi-manager platform. Additionally, Tom is Senior Portfolio Manager for the Tactical...
by Tina Byles Williams | Jan 17, 2020
McCullough Williams, III PresidentChief Operating Officer McCullough Williams, III, President and Chief Operating Officer of Xponance, has 25 years of investment experience and 17 years of state government experience. He oversees the firm’s compliance, business...
