Russell 3000 Index Replication Strategy
Russell 3000 Index Replication Strategy Q2 2025 | June 30, 2025 Read PDF Version Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 10.98 5.76 15.29 19.09 - - - 19.09 Net of fees 10.98 5.75 15.26 19.07 - - -...
Alpha Potential in ESG
With the growing popularity of ESG and the incorporation of ESG metrics in various investment strategies, the debate on whether ESG is a source of alpha or not continues.
The Monetary Caped Crusaders Find Their Kryptonite: Q3 2022 Market Outlook
It’s not just Cardi B. asking the question! Economists, investors, CEOs of some of the country’s top companies and many in the general public are also worried that the economy is on the verge of recession. Plunging consumer and business confidence, contracting real incomes, and a peak in housing activity all point to a significant weakening in growth, even if the labor market remains healthy.
Opportunity Knocks or Prolonged Pain for Stocks?
Since the initial resolution of the European Sovereign debt crisis in 2012, many boutique managers have rated Eurozone equities as a particularly attractive risk/reward opportunity. The initial premise was related to profit normalization. Compared to their European counterparts, the Fed and U.S. government reacted faster and more aggressively to the Great Financial Crisis.
Systematic Global Equities: Q2 2022 Update: Tread with Caution
The second quarter of 2022 saw equity markets finish lower for a second straight quarter. The decline in the S&P 500 in the first half of 2022 has been the largest since 1970. Inflation concerns were the biggest drag on risk sentiment in the second quarter.
U.S. Fixed Income: Q2 2022 Update
We open another quarterly commentary with a discussion of just how bad the quarter was for fixed income markets. At the same time, however, a host of metrics suggest that many fixed income valuations are as attractive as they have been in several years. While we think caution and patience are the operative words in the spread sectors, we note some extreme dollar price drops given the movement in both rates and risk premia over the course of 2022.
The Russian Nesting Doll of International Value Returns: Why Your Value Manager(s) Might Disappoint You in a Value Market
Q1 2022 saw the largest one quarter outperformance of international value in twenty years, and yet 93% of international value managers underperformed the international value benchmark.1 While the disruption of commodity markets from the invasion of Ukraine led to outsized returns in commodity sensitive stocks …
Customized Portfolio Solutions
Customized Portfolio Solutions At Xponance, we understand the increasing investor interest in aligning investment portfolios with values-based priorities, including Environmental, Social, and Governance (ESG) factors, religious beliefs, and other characteristics-based...
Back to the Future: A Way Forward in Challenging Times: Q2 2022 Market Outlook
There are decades when nothing happens and there are weeks when decades happen. The last three years and particularly the weeks since February 24th have coughed up more so-called ‘tail-risk’ events than the entire pre-pandemic decade!
U.S. Fixed Income: Q1 2022 Update
As we close what has been among the most tumultuous quarters in fixed income history, we are struck by the fact that we are about to discuss interest rate moves and total returns of historic magnitude. Unfortunately, the past two years have led us to utter similar statements rather often.
Systematic Global Equities: Q1 2022 Update: Rough Seas Ahead
US equities came under pressure in the first quarter of 2022 with the S&P 500 suffering its first quarterly decline since the depths of the pandemic in March 2020. While the Fed’s hawkish policy pivot dominated the headlines …
Investment Firm Xponance Helps Asset Allocators Identify Skillful Managers With FinTech Application Aapryl
David Andrade, Chief Technology Officer of Xponance and General Manager of Aapryl, spoke about how technology can make the investment manager selection process more efficient with Wei-Shen Wong of WatersTechnology.
S&P 500 Catholic Values Strategy
S&P 500 Catholic Values Strategy Q2 2025 | June 30, 2025 Read PDF Version Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 12.04 6.85 16.45 19.66 - - - 12.15 Net of fees 11.99 6.76 16.25 19.43 - - - 11.95...S&P 500 Catholic Values Strategy
S&P 500 Catholic Values Strategy Q1 2022 | March 31, 2022 Read PDF Version Annualized Returns (%) QTDYTD1 Year3 Years5 Years 7 Years10 YearsSince Inception1 Gross of fees——-3.28 Net of fees——-3.27 Benchmark2——-3.71 1 Inception...S&P 500 DEI & ESG Strategy
S&P 500 DEI & ESG Strategy Q2 2025 | June 30, 2025 Read PDF Version Read Commentary Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 11.32 5.61 15.20 18.66 - - - 9.54 Net of fees 11.27 5.51 14.99...S&P 500 ESG Enhanced Strategy
S&P 500 ESG Enhanced Strategy Q2 2025 | June 30, 2025 Read PDF Version Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 10.59 5.55 14.56 19.04 - - - 11.21 Net of fees 10.56 5.50 14.44 18.92 - - - 11.11...
The Bane of the Boutique Manager – Structural Opportunities in Small Portfolios
In a perfect world (for boutique managers), investment talent and execution would be enough. The best managers would prove their worth through performance, and allocations would follow.
Cynthia Steer
Cynthia Steer Independent Board Member Ms. Steer currently serves as a Director and Chair of the Investment Committee for MissionSquare, a $75.0 billion not-for-profit organization dedicated to retirement security essential workers as well as an Independent Director...Jerrod Stoller
Jerrod Stoller Strategic Advisor to the CEO Jerrod Stoller is the President of Digital Envoy. Prior to Digital Envoy he was the Chief Executive Officer of eVestment. From 2011 to 2019 he was the Head of Global Sales at eVestment. Previously he was Regional Director of...
Asset Allocation During Challenging Geopolitical Times
Like many global investment managers, we have been asked by asset owners, their consultants, and the media about our exposure to Russia as well as our perspective on the investment impact of Russia’s invasion of Ukraine.
Alpha Opportunities in Small Cap
View PDF | Print Version There has been a long-standing belief that the small-cap universe offers greater opportunity for active management to add value relative to a capitalization weighted benchmark than is the case for the large-cap universe. We compare the alpha...
What Our Boutique Managers are Saying About Investment Opportunities due to the Russian War in Ukraine (So Far)
View PDF | Print Version “Russia is a riddle wrapped in a mystery inside an enigma” – Winston Churchill This is now the fifth time Russia has become ‘uninvestable’ in our careers, so we have plenty of experience in seismic shocks such as these. The way to...
Xponance and As You Sow Partner to Offer Institutional Investment Solutions Incorporating Proprietary DEI Intelligence
Philadelphia, PA – February 1, 2022 – Xponance, Inc., a leading multi-strategy investment firm, and As You Sow, a nonprofit that promotes environmental and social corporate responsibility, today announced that they have formed a new partnership.
What Concerns Us: Q1 2022 Market Outlook
For most of the world, the hope for 2022 is that it is the least bad year of the last three. But for global financial markets, this feels like a far-too-lofty aspiration. Following years of surging returns formost financial assets over the past several years …
MassPRIM Manager Registration
MassPRIMManager Registration Thank you for your interest in being evaluated for the MassPRIM Emerging Manager Program through Xponance, Inc. Please complete the form below and attach your standard pitch book and product monthly gross return. Xponance is responsible...
What Our Boutique Managers are Saying About Investment Opportunities in China Today
Sino-pessimism is easy to find these days, perhaps with good reason. China spent 2021 cracking down on its most lucrative businesses, shuttering entire for-profit sectors, seeing several large property companies teeter on the edge of bankruptcy, suffer energy shortages, constrain the economy under an ongoing zero-Covid policy.
U.S. Fixed Income: Q4 2021 Update
As we contemplate fixed income markets in 2021 and what is in store for 2022, it seems clear an inflection point is upon us. We have spent a large amount of the past few commentaries discussing inflation and the implications …
Systematic Global Equities: Q4 2021 Update: Ringing in the New Year
US equities were higher in 2021 with the S&P 500 up for a third straight year. There were a number of big themes in focus during the year. Covid vaccinations formed a key piece of the bullish narrative, particularly over the first several months of the year.
Lisa Hinds joins Xponance to Lead Client Engagement & Sustainability
Xponance, Inc., a multi-strategy investment firm & industry leader in sourcing alpha from diverse professionals and managers, announced today the hiring of industry veteran Lisa Hinds as Managing Director, Client Engagement and Sustainability.