by Tina Byles Williams | Jan 17, 2020
Charles L. Curry, Jr. Managing Director, Senior Portfolio Manager, U.S. Fixed Income Charles Curry is Managing Director and Senior Portfolio Manager of U.S. Fixed Income. He serves as Lead Portfolio Manager for Xponance’s Yield Advantage U.S. Fixed Income...
by Tina Byles Williams | Jan 17, 2020
Sumali Sanyal, CFA* Managing Director, Senior Portfolio Manager, Systematic Global Equities Sumali Sanyal is Managing Director and Senior Portfolio Manager of the Systematic Global Equities Platform. She is the Lead Portfolio Manager for Xponance’s systematic active...
by Tina Byles Williams | Jan 17, 2020
Donna A. James Independent Board Member Donna James is a trusted resource and advisor to leaders in the public and private sector. Prior to starting her own business, Lardon & Associates, she retired as President of Nationwide Strategic Investments, a division of...
by Tina Byles Williams | Jan 17, 2020
Fred G. Choate Independent Board Member Fred Choate is the President and controlling shareholder of Greater Philadelphia Venture Capital Corporation, a position he has held since 1997. From 1972 until 1979 he worked at Bank of America in the US and Canada. Moving to...
by Tina Byles Williams | Jan 17, 2020
Kila D. Weaver Vice President, Sales and Client Service Kila Weaver joined the firm in October 2007 and has over 25 years of financial services and marketing experience. She is responsible for sales and client service efforts, including plan sponsors in the public,...
by Tina Byles Williams | Jan 17, 2020
Clarissa Parker Vice President, Sales and Client Service Clarissa Parker serves as Vice President, Sales and Client Service at Xponance. She regularly meets with clients and assists in the overall client service strategy of the firm. Clarissa is also involved in the...
by Tina Byles Williams | Jan 16, 2020
Market Plus – Large Cap Core Equity 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 8.62 17.36 19.95 13.84 10.63 12.73 12.69 8.88 Net of fees 8.53 17.17 19.57 13.53...
by Tina Byles Williams | Jan 16, 2020
Optimized SMID Cap Core Q4 2023 | December 31, 2023 Read PDF Version Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 12.97 26.43 26.43 15.86 17.21 14.08 12.40 11.16 Net of fees 12.84 25.78 25.78 15.22 16.59...
by Sumali Sanyal | Jan 14, 2020 | Market Insights Alerts
The US equity markets exhibit observable biases over time, alternately favoring one group of stocks over others:Â large cap vs. small cap; value vs. growth; defensive vs. dynamic; sector rotation, etc. We questioned whether there was a longer term benefit to favoring one group of stocks over the others.
by Tina Byles Williams | Jan 12, 2020
by Tina Byles Williams | Jan 5, 2020
by Tina Byles Williams | Jan 5, 2020
by Tina Byles Williams | Jan 5, 2020
Research and Commentary FIS Group Archive | A Clear Perspective About Global Market Outlook Reports Our CIO, Tina Byles Williams, publishes our market outlook on a quarterly basis, based on research that examines market conditions over a three- to six-month period....
by Tina Byles Williams | Jan 5, 2020
Foresights FIS Group Archive | A Clear Perspective and Point of View FIS Group Global FORESIGHTS Newsletters No Results Found The page you requested could not be found. Try refining your search, or use the navigation above to locate the post. About FORESIGHTS As a...
by Tracy Cao | Dec 4, 2019 | Market Insights Alerts
China has a long history of pioneering revolutionary change in payments. Coins dating from at least 700 BC have now been found in China, making it the first place in the world (that we know of) to issue coins.Â
by Charles Curry Jr and Noel McElreath | Dec 2, 2019 | Market Insights Alerts
As central bankers around the world continue to lament the lack of helpful fiscal policy and discuss the limitations of monetary policy after years of ultra-accommodative policy, we discuss what we see as a few of the potential risks to the outlook should the United...
by Tina Byles Williams | Nov 12, 2019 | Webinars
Video and Webinar | Outlook...
by Tina Byles Williams | Nov 7, 2019
by Tina Byles Williams | Nov 7, 2019
Xponance® Media Coverage Including Archives Media Coverage Girls Who Invest: A Conversation with Xponance CEO & CIO, Tina Byles WilliamsKatherine Jollon Colsher | Jun 15, 2021 Stocks close higher as opposing forces pull on the market – what investors should...
by Tina Byles Williams | Nov 7, 2019
U.S. Fixed Income: Q2 2023 Update by Charles Curry Jr and Noel McElreath | July 19, 2023 | Xponance® Insights | 0 CommentsAs we embark on the second half of 2023, we find a market in conflict. Despite the continued (relative) hawkishness by the Federal Reserve...
by Tina Byles Williams | Nov 7, 2019
Xponance Newsroom Welcome to the Xponance Newsroom, we engage with the media in an open and transparent manner. About Our Firm Xponance is a multi-strategy firm offering emerging and diverse multi-manager capabilities, as well as active and passive equity, fixed...
by Tina Byles Williams | Nov 7, 2019
Terms of Use Xponance® is pleased to provide you with the materials on our website for informational purposes only. Please carefully read the following paragraphs. By using our website, you agree to the terms described below. If you do not agree to the terms discussed...
by Tina Byles Williams | Nov 7, 2019
by Tina Byles Williams | Nov 7, 2019
Privacy Policy Xponance believes that respecting and protecting your privacy is of the utmost importance, so although we are exempt from Regulation S-P as an institutional investment advisor, we have implemented the following Privacy Principles to affirm our...
by Tina Byles Williams | Nov 7, 2019
Yield Advantage Limited Duration 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 0.75 2.37 2.96 0.31 1.67 1.48 1.59 1.62 Net of fees 0.72 2.29 2.82 0.20 1.56 1.38 1.49...
by Tina Byles Williams | Nov 7, 2019
Yield Advantage Opportunistic Core 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 -0.36 2.20 -1.07 -3.13 1.04 0.91 1.90 3.33 Net of fees -0.40 2.12 -1.22 -3.27 0.89...
by Tina Byles Williams | Nov 7, 2019
Systematic Global Equities Active Strategies use disciplined stock selection and portfolio construction methods for generating alpha. Passive Strategies offer exposure to market beta through index replication. Values-Based Equity Strategies can offer customized...
by Tina Byles Williams | Nov 7, 2019
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 Team Portfolio Operations...
by Tina Byles Williams | Nov 7, 2019
Mission We strive to serve our clients as a trusted solutions partner with investment excellence generated by a talented team of diverse and entrepreneurial professionals. Our Values and Promise Earn the Privilege to Serve our Clients We listen and go the extra mile...
by Tina Byles Williams | Nov 7, 2019
Tina Byles Williams Chief Executive OfficerChief Investment OfficerFounder Tina Byles Williams is Chief Executive Officer, Chief Investment Officer and Founder of Xponance®, (formerly FIS Group) a $18.4 billion (as of 3/31/24) multiple strategy investment company, one...
