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Xponance® Media Coverage Including Archives Media Coverage: 2024 Episode 53: “Pushing Against the Boxes Imposed by Others”…the Amazing and Inspiring Journey of Tina Byles WilliamsJune – CFA DFW Charterholder Chatter Revisit Your Manager – Selection Criteria to...

Insights

What? Me Worry? Geopolitics in the Age of Fiscal Largesse by Tina Byles Williams | July 17, 2024 | Market Outlooks, Xponance® Insights | 0 CommentsThe summer of 2024 threatens to ignite transnational conflict with an unprecedented array of flashpoints never seen...

Tina Byles Williams

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 18.6 billion (as of 6/30/24) multiple strategy investment company, one...

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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...

Systematic Global Equities

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...

Opportunistic Core

Yield Advantage Opportunistic 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 5.14 5.84 13.18 -0.75 1.15 2.03 2.35 3.60 Net of fees 5.10 5.71...

Limited Duration

Yield Advantage Limited Duration 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 2.75 4.88 7.59 2.34 2.35 2.45 2.21 2.08 Net of fees 2.72 4.78...

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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...

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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 Client First We exist because of our clients. Our primary goal is to...

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We’re Hiring Extraordinary People At Xponance, our most valued assets are our professional resources. Learn about currently available opportunities. View Careers To create a high performing organization, you need extraordinary people. We have always been...

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Emerging Manager Ecosystem The Xponance® Ecosystem is a critical resource for sourcing, seeding and funding high performing investment products offered by emerging managers for client accounts. It provides an important complement to our investment manager...

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Serving aGreater Good Xponance® formed A Good Measure Foundation to act as a catalyst for positive change. We seek to make a difference every day not only by connecting investors with innovative investment strategies and research but also by giving back. We organize...

U.S. Fixed Income

U.S. FixedIncome Xponance’s Yield Advantage strategies are grounded in the belief that yield is the most reliable tool for generating alpha and optimizing return per unit of risk. The goal of our philosophy is to deliver long-term results that maximize the...

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Defying Convention We are a multi-strategy investment firm whose primary goal is to be a trusted client solutions partner. Our name is derived from the word “exponent” and dually connotes our core objectives—to be a zealous champion for our clients; and to provide...

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Multi- Manager Platform We believe that small, entrepreneurial managers have a performance edge in capacity constrained strategies that can be a vital source of portfolio management innovation. Our philosophy is to: Engage innovation via small, entrepreneurial firms...

Xponance® Asset Management and Investment

Transforming Access to AlphaXponance® (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 experience,...
Q4 2019 Market Outlook

Q4 2019 Market Outlook

In the third quarter, both of the leading anglo-liberal democracies lurched towards the political abyss and even potential constitutional crises, while global growth continued to decelerate on the back of trade policy …

Some bond strategies may not live up to their downside protection billing the next time….

Some bond strategies may not live up to their downside protection billing the next time….

Interest income is attributable for all or most of bonds’ downside protection; therefore starting yields are critical. Bonds have traditionally been an important component of any portfolio derisking strategy but interest income has been a significantly larger piece of the return pie during economic downturns; whilst spread compression has been  less significant.