FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today announced that it has been recognized with Top Guns status by Informa Investment Solutions’ PSN, the longest running investment manager database in North America.
The recognition came for the FIS Group Non-US Small Cap Equity Strategy in the PSN Europe, Australasia, and Far East (EAFE) Universe, the PSN EAFE Universe Bull & Bear Master, and the PSN International Equity Universe Bull & Bear Master categories.
“Our Non-US Small Cap Equity Strategy consistently outperforms in positive and negative quarters,” says Tina Byles Williams, CEO and CIO of FIS Group. “FIS Group uses its predictive quantitative screening method, based on five years of investment and research, to identify a subset of non-U.S. small cap equity managers who are more likely to relatively outperform their peers.”
Using a proprietary blend of Informa Investment Solutions’ top priority performance screens, PSN Top Guns ranks products in six proprietary star categories in over 50 universes. The quarterly ranking is primarily used by institutional asset managers and investors.
Top Guns receive a star rating in the range from one to six. The stars indicate the continued performance over length of time. The FIS Group Non-US Small Cap Equity Strategy was named to Top Guns with a star rating of three, meaning it was a top ten performer within its universe, based on returns for the three-year period.
The FIS Group Non-US Small Cap Equity Strategy was also named a PSN Bull & Bear Master for the three-year period ending September 30, 2017 for both the EAFE and Non-US universes. To qualify, PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the three-year period. In addition, products must have an upside market capture of over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.
The FIS Group Non-US Small Cap Equity Strategy was incepted in June 2013 and has outperformed its benchmark (MSCI EAFE Small Cap (net) Index) for the 3-year period ending September 30, 2017.
Another strategy in the capacity constrained area which has been recognized by Informa is FIS Group’s Frontier Markets Equity Strategy; this strategy was recognized as a Top Gun with a star rating of 2 in the international equity universe in 1Q of 2017. Like FIS Group’s Non-US Small Cap Equity Strategy, it offers access to high performing small funds, which are typically capacity constrained and difficult for larger investors to tap directly.
“We are honored to once again recognize FIS Group’s Top Gun status within the Informa Investment Solutions’ PSN manager ranking database for Q3 2017,” says Leno Toich, Managing Director of Informa Investment Solutions. “FIS Group’s products were among the top 10 performers within one or more peer groups reporting to PSN.”
The complete list of PSN Top Guns and an overview of the methodology can be located on http://www.informais.com/resources/psn-top-guns.
About FIS Group
FIS Group is an investment management firm that provides customized manager of managers investment solutions for institutional investors. For 20 years, we have delivered risk-adjusted returns by conquering the complexity of identifying high skill, high active share entrepreneurial managers that have gone largely undiscovered by the institutional investor community. Unique among our peers, FIS Group enhances risk-adjusted returns by using macro strategy insights to allocate capital among the managers and/or through a global macro tactical completion strategy. Our culture is a fusion of relentless curiosity and a scientific, disciplined process.
For more information please visit us at xponance.com.
About Informa Investment Solutions
A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions is part of Informa PLC, a leading business-to-business knowledge provider serving International markets. Informa Investment Solutions has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit http://www.informais.com/ and follow https://twitter.com/InformaInvest.