Xponance, Inc.

Xponance, Inc.

Xponance, Inc.

Overview
Date Founded

2005

Headquarters

1818 MARKET STREET, SUITE 3205, PHILADELPHIA, PA, 19103

Type of Company

Private

Employees (Worldwide)

21

Industries

Investment Services & Portfolio Management
Accounting & Financial Services
Market & Policy Research
IT Consulting & Services
Other Business & Consulting Services

Company Description

FIS Group specializes in providing discretionary, multi-manager portfolios for institutional clients across a range of asset classes. The firm's product offerings include both separately managed account and commingled fund options. FIS also offers tactical completion strategies in which a client designated percentage of a separately managed account can be managed and traded internally.FIS' product offerings include: US All Cap Core, US All Cap Core with Tactical Overlay, US Small Cap Core, US Small Cap Core with Tactical Overlay, US Small Cap Growth with Tactical Overlay, Global Equity, Global Equity with Tactical Overlay, Non-US Equity, Non-US Equity with Tactical Overlay, Non-US Small Cap Equity, Non-US Small Cap Equity with Tactical Overlay, EAFE, EAFE with Tactical Overlay, Emerging Markets Equity, Emerging Markets Equity with Tactical Overlay, Frontier Markets Equity, and Frontier Markets Equity with Tactical Overlay.The firm's multi-manager strategies primarily focus on the selection and monitoring of portfolio managers who purchase securities and/or invest in private funds. Their objective is to provide above benchmark, risk controlled returns, using portfolio managers who employ diverse investment strategies and are active across different market segments. Portfolio manager selection is based on manager performance in different market cycles, as well as investment criteria established by each client.Through their Tactical Overlay strategies, FIS invests primarily in ETFs that offer some or all of the exposure to countries, geographic regions, and/or business sectors that their research indicates as desirable in order to balance an account’s overall market exposure.FIS provides investment advice and management to the FIS Family of Funds LP and the FIS Group Offshore Funds SPC, Ltd., their US and non-US commingled investment funds. Each fund is comprised of strategies in the following asset classes: Frontier Markets, Global Equities, and Emerging Markets.

Contact Data
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In The News
Pensions & Investments
November 16, 2020
COVID causing concerns, shifts in recruitment
Pensions & Investments
February 24, 2020
HIRINGS
American Banker
August 12, 2015
Biting the Bullet on a Core Conversion
Executives & Employees

President & Chief Operating Officer

Senior Vice President & Chief Financial Officer

Deputy CIO

Senior Vice President, General Counsel & Chief Compliance Officer

Senior Vice President & Chief Technology Officer

Senior Vice President & Chief Human Resources Officer

Senior Vice President & Director of Marketing & Client Service

Vice President & Director of Client Service & Consultant Relations

Board of Directors

Co-Founder at Piedmont Investment Advisors, Inc.

Managing Member at Atlantic Capital Funding LLC

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Recent Transactions
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Xponance, Inc. purchases Piedmont Investment Advisors, Inc. from Rosemont Investment Partners LLC

Advisors & Consultants
Custodian

State Street Corp. operates as a financial holding company. It conducts business primarily through State Street Bank. The company operates through following business lines: Investment Servicing and Investment Management. The Investment Servicing business offers custody, product and participant-level accounting, daily pricing and administration, master trust and master custody, record-keeping, cash management, foreign exchange, brokerage and other trading services, securities finance, deposit and short-term investment facilities, loans and lease financing, investment manager and alternative investment manager operations outsourcing, and performance, risk and compliance analytics. The Investment Management business provides services through State Street Global Advisors, which provides a broad array of investment management, investment research and investment advisory services to corporations, public funds and other sophisticated investors. It offers strategies for managing financial assets, including passive and active, such as enhanced indexing, using quantitative and fundamental methods for both the U.S. and global equities and fixed-income securities. The company was founded in 1969 and is headquartered in Boston, MA.

Legal Advisor

Former Chair, Hedge Fund Group at Herrick, Feinstein LLP

Clients

CalSTRS is administered by a 12-member Teachers' Retirement Board. The objectives of the firm’s investment committee are set forth in the California Constitution and the California Education Code. The Teachers Retirement Fund is a special trust fund established by law that holds the assets of the following programs: Defined Benefit, Defined Benefit Supplement and Cash Balance Benefit. The assets come from contributions by members, employing school districts and the State of California. The funds investments create a stream of income to add to those assets. The CalSTRS portfolio has broadly diversified holdings in seven categories: Global Equity, Fixed Income, Real Estate, Private Equity, Cash, Inflation Sensitive and Overlay. CalSTRS often engages in shareholder activism.

CalPERS’ assets are managed by the CalPERS Board of Administration. CalPERS invests across a range of asset classes including global equity, private equity, fixed-income, real estate, infrastructure, forest land, inflation-linked bonds, liquidity and trust level. Strategies are managed both internally and through external managers. CalPERS' Global Equity Strategy is responsible for CalPERS investments in securities traded in global public equity markets, including in-house management of index-oriented and active strategies, externally managed active strategies, the Multi-Asset Class Partners Program, and active strategies run by emerging managers (Global Equity Emerging Manager Program). Global Equity is the principal asset class providing growth exposure in the strategic asset allocation. CalPERS Income Strategy primarily consists of US and international fixed income strategies. CalPERS' inflation-linked asset class is made up of two main asset types: commodities (including commodity futures, forwards, swaps, structured notes, and options) and inflation-linked bonds. Forestland investments are long-term investments. The return drivers include biological growth, timber prices, and land values. Forestland targets investments within the timber and agriculture sectors. CalPERS' Liquidity Strategy consists of highly liquid short-term securities with maturities of less than 10 years. Real Estate strategy focuses on US core assets with moderate leverage. CalPERS' Trust Level Portfolio Management Program (TLPM) is responsible for delivering targeted, risk-adjusted, total fund level investment returns over the long-term, anchored by the belief that strategic asset allocation is the dominant determinant of portfolio risk and return.

NYSTRS invests the System's funds in several diverse classes of assets including domestic equities, international equities, domestic fixed-income and global fixed-income. They seek to earn the highest possible long-term rate of return within appropriate risk levels. In turn, this enables them to pay guaranteed benefits to members and their beneficiaries at the lowest possible cost to participating employers and the taxpayers that fund them. Derivatives may not be used to create leverage and may only be used to implement asset allocation changes in a cost-effective manner, prudently implement investment strategies in a risk controlled manner or reduce transaction costs or taxes. Portfolios may be internally or eternally managed. Internal investment managers/advisors may invest in the System’s internally managed domestic equity portfolios while external investment managers/advisors may invest System assets in commingled funds including bank collective investment trusts.

Non-Profit Donations & Grants
Investments
Details Hidden

Shanghai Zhizhen Network Technology Co., Ltd. engages in the development of interactive voice-controlled application. It offers a voice recognition software for smart television and mobile phones. Its products include intelligent robot platform, intelligent knowledge platform, intelligent cloud services platform, i-robot entertainment chat edition, and i-intelligent sweeping robot. The company was founded by Hui Yuan and PinPin Zhu in 2001 and is headquartered in Shanghai, China.

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