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.
Lisa Hinds
Lisa Hinds Managing Director, Client Engagement & Sustainability Lisa Hinds (she/her/hers) leads all Client Engagement & Sustainability activities for Xponance. She is a member of the Management, Investment Governance, and ESG Committees and has over 30 years...
Xponance Named One Of Pensions & Investments Best Places To Work In Money Management For Second Straight Year
PHILADELPHIA, Dec. 13, 2021 /PRNewswire/ — Xponance, Inc., a multi-strategy investment firm, has been named one of the 2021 Best Places to Work in Money Management for firms with 20 to 49 employees, announced today by Pensions & Investments. The publication’s 10th-annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry.
ESG in Fixed Income
Environmental, Social, and Governance (ESG) investing has been one of, if not the most topical strategies in the financial markets this year. While various forms of responsible investment have been utilized by asset managers for almost four decades …
U.S. Fixed Income: Q3 2021 Update
As we enter the home stretch of 2021, we are struck by the notion that economic conditions might actually make fixed income interesting again! Coming from a market practitioner, this sentiment is a bit tongue-in-cheek …
Alpha Availability: Identifying the Drivers of Active Manager Returns Across Markets and Investment Styles – Part 3
View PDF | Print Version Over the past decade, our research has taken multiple in-depth looks at the exogenous drivers of what we think of as “alpha availability” among active managers. Our original work focused on smaller AUM managers’ ability to deliver relatively...Russell 1000 Index Replication Strategy
Russell 1000 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 11.10 6.11 15.66 19.58 - - - 10.43 Net of fees 11.09 6.11 15.64 19.56 - - -...
Climbing the Wall of Worry: Systematic Global Equities Update
The majority of equity indices ended down for the third quarter of 2021 though the S&P 500 put up a positive return for a sixth straight quarter. For most of the quarter, markets performed well against the background of easy financial conditions…
An Introduction to Differentiated Income: High Yield within an Investment Grade Framework
The Differentiated Income strategy is a yield driven approach that derives alpha from unique, and diverse income streams. Income/yield is enhanced through callable securities, optionality, security structure, and variable rate coupons.