Managing complexity, risk, and opportunity through the intersection of investment skill and macro-tactical advantage.

“It is impossible to produce a superior performance
unless you do something different from the majority”

Sir John Templeton

FIS Expands Into Direct Management with Piedmont Acquisition

Emerging Manager Monthly’s recent article, FIS Expands Into Direct Management With Piedmont Acquisition – covers the recent acquisition of Piedmont Investment Advisors, LLC, an institutional investment firm.

Battening Down The Hatches Part Two

2019 Q3 Market Insight Alerts

In Part 2, we will evaluate the macro background, asset return sensitivities and market responses during economic downturns over the last 30 years.

Recent Awards

FIS Group announced that it has been recognized with Top Guns status by Informa Investment Solutions’ PSN manager database, the longest running investment manager database in North America.

Why small is beautiful at Illinois’ IMRF

In 2013 the $42 billion Illinois Municipal Retirement Fund (IMRF) decided to reduce its exposure to active large cap equity and terminated a $166 million mandate with its emerging manager Piedmont Investment Advisors, a minority and women-owned asset manager in Durham, North Carolina.

FIS Group Ecosystem

Creating opportunities for new investment managers by providing access to the following:

  • Private investors
  • Industry best practices
  • Our preferred vendor platform

In addition, our services  are provided at no cost to managers.

Global Markets Outlook Reports

Our CIO, Tina Byles Williams, publishes our market outlook on a quarterly basis, based on research that examines market conditions over a three- to six-month period. These quarterly analyses serve as key inputs to our fund construction process, which incorporates strategic tilts to the market segments we believe will outperform over a six- to 12-month time frame. For global equity portfolios, these tilts incorporate regional, sector, and capitalization strata as well as investment process and style factors.

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About FIS Group

FIS Group is an investment management firm that provides customized manager of managers investment solutions for institutional investors.

For 23 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.

Latest News And Research

Battening Down The Hatches Part Two

View PDF version Battening Down The Hatches Part Two Part 2: How Should Investors Derisk?In Part 1 of this series, we posited that the next recession could take two possible forms:A traditional cyclical downturn as decelerating industrial production infects the...

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Will Rising Populism = Stagflation?

#derisking #asset allocation #equities #bonds #geopolitical #negative yields #yield curve # stagflation # inflation # stock and bond correlation # populism #income inequality #Brexit #Donald Trump Populism is on the rise and it has historically led to increased...

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