Competitive Advantage
  1. Highly experienced investment team
    • 22 years average inv. experience for voting members of the Investment Committee
    • Investment Committee with average tenure of 5 years at the firm
    • Same CEO & CIO since inception with 26 years of investment experience
    • Product manager for FIS Group’s environmental strategy with approximately 29 years of experience in capital markets, hedge fund of funds and derivates investment
  2. Track record of being “first movers”
    • In 1988,  prior to forming FIS Group, CEO  & CIO established one of the earliest emerging manager programs
    • Early US firm to offer an environmental hedge fund of funds
  3. Proven ability to identify and systematically select investment managers:FIS Group’s proprietary product selection process has systematically lead to a higher information coefficient or selection “skill”.

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    Performance statistics do not reflect the deduction of investment advisory fees and custodial fees. All performance is historical for the period(s) stated and is not intended to represent or guarantee future results.

  4. In-house capacity to structure investment portfolios
  5. Arguably, the largest and most comprehensive emerging manager database
  6. Outstanding performance record based on active allocation strategy
  7. Substantial commitment to research in the space (over $600K spent on systems annually)
    • Ongoing research with objective to enhance alpha and improve our investment process
    • State of the art optimization and risk management processes to manage aggregate fund risk
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1818 Market Street, Philadelphia, PA 19103. (215) 567-1100