Market Plus

Market Plus – Large Cap Core Equity Q1 2025 | March 31, 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 -4.79 -4.79 8.48 9.45 18.32 12.02 12.02 9.43 Net of fees -4.86...

SMID Cap Core

SMID Cap Core Q4 2024 | December 31, 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 -2.62 12.34 12.34 9.10 12.71 12.54 12.51 11.23 Net of fees -2.73 11.82 11.82 8.54...

Global Market Outlook Reports

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....

Foresight

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...

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...

Newsroom Press Releases

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...

Media

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...

Opportunistic Core

Yield Advantage Opportunistic Core Q4 2024 | December 31, 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 -2.79 2.88 2.88 -1.72 0.60 1.55 1.94 3.42 Net of fees -2.83 2.72...

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 20.5 billion (as of 3/31/25) multiple strategy investment company, one...

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. Customized Equity Strategies offer clients the ability to...

Mission

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...

Privacy Policy

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...

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...

Terms of Use

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...

People

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...

Emerging Manager Ecosystem

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...

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...

Company

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...

Careers

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...

Multi-Manager Platform

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...

Community Engagement

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...