PHILADELPHIA, PA, June 18, 2020 – Xponance®, Inc., an investment management company offering active and systematic global equity, passive equity and active fixed income strategies, today announced that it has been recognized with Top Guns status for the first quarter of 2020 by Informa Investment Solutions’ PSN manager database, the longest running investment manager database in North America.
The recognition came for the Xponance® Core Value Strategy in the Large Value Universe and the Xponance® Optimized SMID Core Strategy in the Small-Mid Core Universe. Sumali Sanyal, CFA, Managing Director and Senior Portfolio Manager, leads the team that manages both strategies.
“We are pleased to have received recognition for our Optimized SMID and Core Value strategies by Informa Investment solutions as a market leading performer,” said Tina Byles Williams, CEO and CIO of Xponance®. “Our extensive investment in the company’s resources and market planning, both before and during the COVID-19 crisis, have helped us to deliver attractive returns for investors in both negative and positive quarters alike.”
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 Xponance® Core Value Strategy was named to Top Guns status with a star rating of six. Six star category products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. After that they select only the products which standard deviation for the five-year period is equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the Top Guns. The Xponance® Optimized SMID Core Strategy was named to Top Guns with a star rating of four, meaning it was a top ten performer within its universe, based on returns for the three-year period.
The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/.
About Xponance®, Inc.
Xponance® (www.xponance.com), is a multi-strategy investment firm whose mission is to enhance the wealth and financial security of our clients, employees and community. It is employee owned by women and diverse professionals with a common passion to do the right thing for our clients, our communities and each other. Xponance® is the successor firm representing the integration of two legacy companies, FIS Group, Inc. and Piedmont Investment Advisors, Inc. Based in Philadelphia, PA and Durham, NC, Xponance® specializes in active global equities, implemented through customized entrepreneurial investment solutions for institutional investors, systematic global equities (active and passive) and U.S. fixed income (active) with approximately $8.6 billion* in assets under management.
Aapryl, a financial technology company offering manager selection, portfolio construction and monitoring solutions, and A Good Measure Foundation, are wholly owned subsidiaries of Xponance®.
*AUM as of 3/31/2020.
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 https://financialintelligence.informa.com/. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Ruth Calderon at firstname.lastname@example.org.
McCullough William, III
President and Chief Operating Officer, Xponance®