Our Clients’ Investment
Success Is Our Passion
Xponance® (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, intellectual rigor and honesty. We are managed and employee owned by women and diverse investment professionals.
We Are Xponance®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 market mutual funds
- Performance incentives structured to induce investor alignment
Xponance® Regional EM Research
Xponance® analysts conducted on-site due diligence on over 187 firms in over 18 countries to identify best in class managers
From October 2013 to February 2020
Our Clients’ Investment
Success Is Our Passion
Xponance® (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, intellectual rigor and honesty. We are managed and employee owned by women and diverse investment professionals.
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 market mutual funds
- Performance incentives structured to induce investor alignment
Xponance® Regional EM Research
Xponance® analysts conducted on-site due diligence on over 187 firms in over 18 countries to identify best in class managers
From October 2013 to February 2020
Yield Advantage
Differentiated Income
Yield Advantage Differentiated Income maximizes current income by incorporating diverse risk premia, including liquidity and size, in addition to duration and default risk.
Powering Investment Solutions
Active Global Equities
For less efficient non-US equity markets, portfolios comprised of globally sourced and undiscovered boutique firms that harness their differentiated alpha.
Systematic Global Equities
For more efficient equity markets, structured, quantitative, risk-controlled and cost-efficient strategies.
U.S. Fixed Income
Fixed income capabilities that span the maturity spectrum and provide income and downside protection through differentiated off-benchmark and off the run securities.
Empowering Portfolio Solutions
Aapryl.com – A subsidiary financial technology company that offers analytical tools for investment manager selection, portfolio analysis and risk assessment for asset owners and investment managers.
Recent Insights & News
Index Concentration & Portfolio Construction
The bellwether index for U.S. equity markets, the S&P 500, has seen a steady increase in stock and sector concentrations since 2017. This has created implications regarding the drivers of market performance …
U.S. Fixed Income: Q2 2020 Update
As we move into the second half of 2020, we can only look back on the first half in amazement. In fact, 1H20 was a tale of two halves, for markets generally and the fixed income markets specifically. As we noted in our commentary for 1Q20 (https://www.xponance.com/u-s-fixed-income-q1-2020-update/) March was one of the worst months for…
FIS Group Rebrands to Xponance®
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…