Thank you to all who were able to join us for our Keep Calm & Carry On Fireside Chat where we discussed post inauguration investment challenges and opportunities. In case you missed it, you can use the following link to replay the discussion: https://lnkd.in/eRVJbv-4
Xponance, Inc.
投资管理
Philadelphia，Pennsylvania 4,989 位关注者
Our clients’ investment success is our passion. We leverage our multi-strategy capabilities for their success.
关于我们
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 higher level engagement and a broader array of solutions to meet their investment needs. We are employee owned by women and diverse professionals, whose common passion is to do the right thing for our clients and each other. Xponance? is the successor firm representing the integration of two great legacy firms, FIS Group, Inc. and Piedmont Investment Advisors, Inc. FIS Group offered global and non-U.S. equity investment stra 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 higher level engagement and a broader array of solutions to meet their investment needs. We are employee owned by women and diverse professionals, whose common passion is to do the right thing for our clients and each other. Xponance? is the successor firm representing the integration of two legacy firms, FIS Group, Inc. and Piedmont Investment Advisors, Inc. We offer global and non-U.S. equity investment strategies by harnessing the investment edge and focus of proven entrepreneurial or emerging managers in a tested strategic framework. As a direct investment manager, Xponance specializes in creating systematic, risk controlled active and passive equity strategies. Our active US fixed income strategies span the maturity spectrum and provide income and downside protection through differentiated off-benchmark and off the run securities. Aapryl, a technology company and subsidiary of Xponance, provides a web-based manager performance analytics and portfolio risk management platform that empowers investors. For more information, please contact [email protected].
- 网站
-
https://www.xponance.com/
Xponance, Inc.的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Philadelphia，Pennsylvania
- 类型
- 私人持股
- 创立
- 1996
- 领域
- asset management、portfolio construction、risk management和american fund
地点
Xponance, Inc.员工
动态
-
Today is the day! Join Xponance Founder, CEO & CIO Tina Byles Williams, Senior Portfolio Managers Sumali Sanyal, CFA (Systematic Equity Platform Lead) and Charles Curry (Fixed Income Platform Lead), for a lively discussion as they assess post inauguration investment challenges and opportunities. This candid forum will touch on themes raised in Tina's recent 3-part series, "The Precariat are Still Mad!", along with commentaries from the investment team. For free registration and a link to the live feed, please click the following link: https://lnkd.in/ew2ETvjJ
-
-
Only 3 days away! Please join Xponance Founder, CEO & CIO Tina Byles Williams, Senior Portfolio Managers Sumali Sanyal, CFA (Systematic Equity Platform Lead) and Charles Curry (Fixed Income Platform Lead), for a lively discussion as they assess post inauguration investment challenges and opportunities. This candid forum will touch on themes raised in Tina's recent 3-part series, "The Precariat are Still Mad!", along with commentaries from the investment team. For free registration and a link to the live feed, please click the following link: https://lnkd.in/ew2ETvjJ
-
-
Please join Xponance Founder, CEO & CIO Tina Byles Williams, Senior Portfolio Managers Sumali Sanyal, CFA (Systematic Equity Platform Lead) and Charles Curry (Fixed Income Platform Lead), for a lively discussion as they assess post inauguration investment challenges and opportunities. This candid forum will touch on themes raised in Tina's recent 3-part series, "The Precariat are Still Mad!", along with commentaries from the investment team. For free registration and a link to the live feed, please click the following link: https://lnkd.in/ew2ETvjJ
-
-
With the deepest appreciation and respect, Xponance, Inc. celebrates the life & unparalleled accomplishments of the Reverend Dr. Martin Luther King, Jr.?Were it not for his courage, benevolent, and ceaseless efforts, the continued crusade for civil rights in the country and around the world would simply not be where they are today.?Thank you and rest in peace!
-
-
U.S. stock markets experienced positive performance in 2024, and that trend is expected to continue in 2025. However, 2025 also has the potential to experience increased market volatility and shifting trends due to policy changes from the incoming administration combined with uncertainty about inflation and global economic conditions. Policies on tariffs and changes to immigration limits could prove stagflationary while plans to deregulate and cut taxes may increase US investment, jobs, wages, and productivity. These changes will also have an impact on the Federal Reserve’s actions. The overall effects on inflation and growth and ultimately global market performance are difficult to predict. Click the link below for the full analysis: https://lnkd.in/e7keYvaJ
-
After President Trump won the 2024 election, market expectations of continued U.S. economic and financial exceptionalism went into hyper-drive. At the beginning of 2025, U.S. Stocks traded at 21.6x forward earnings that are projected to grow by 16% vs. 10% at the beginning of 2024. Most of the earnings acceleration is back-end loaded for H2, when promises of lighter tax and regulatory burdens are expected to turbocharge earnings. Bond investors have, however, been more circumspect and appear to be pricing in increased uncertainty over the long-run inflationary effects of the Trump policy platform. Though the Fed cut rates by 100 bps beginning last September, the 10-year Treasury yield rose by more than 100 bps by year end. By mid-December, these fears began to weigh on the stock market. We acknowledge that “it depends” is an unsatisfactory answer. But as the shifting market narrative described above shows, national policy choices could lead to drastically different economic and market outcomes. This piece is the third in a three-part series on the issues that led to 2024’s anti-incumbent party backlash. The first two parts focused on the two issues that, according to exit polls, drove advanced economy voter preferences in 2024: Inflation and Immigration. Here, we evaluate the trade and other fiscal proposals put forward by the incoming Trump administration, as well as their investment implications. Read more for the summary of the scenarios, our beliefs on the most likely outcomes, and their economic and financial effects. For a deeper dive on both their investment implications and proposed investment responses, read our outlooks provided by our team of seasoned asset class experts in the?U.S. equities,?U.S. fixed income, and?global markets. https://lnkd.in/e9iiAUcv
-
Wespath Institutional Investments and Xponance are pleased to collaborate in order to better serve their constituents' and clients' requirements!
Wespath is excited to announce the launch of two new social values choice funds for our institutional investors. "We?know?investors?have diverse perspectives on how to respond to complex challenges like climate change and areas of human conflict, and we want to provide investment options that resonate with their values," Wespath CEO Andrew Hendren said. Read more about these new fund offerings here: https://ow.ly/4T9J50UmJ8s
-
-
Excited to share that our founder and CEO Tina Byles Williams will be participating in CNBC’s Financial Advisor Summit – Positioning for 2025 next Tuesday, December 10th. Tina will be joining Helima Croft of RBC Capital Markets and Dominic Chu of CNBC to discuss how President-elect Trump’s proposed agenda will impact the broader macroeconomic environment. Check out the full details here if you’re interested in learning more or attending: https://lnkd.in/enhbqJpw