Bringing you live news and features since 2006 

Howard Present, president and chief executive of F-Squared Investments

F-Squared Investments passes USD10bn in AUM

RELATED TOPICS​

F-Squared Investments has exceeded USD10bn in assets under management or model manager agreements as of 4 January 2013, up from approximately USD5.6bn in the previous year. 

2012 marked the second year in a row that the firm’s assets grew by more than USD4bn, with growth coming across all business segments. 

F-Squared’s growth has been fuelled by strong demand for the firm’s AlphaSector suite of solutions, which provide investors with upside participation plus embedded downside risk management.

F-Squared’s growth in 2012 came primarily from its Advisor Solutions and Alternatives business units. F-Squared continued to be one of the industry’s more successful firms in gathering Separately Managed Account (SMA) assets, with net flows exceeding USD1.5bn in 2012.  The firm’s Liquid Alternative offerings were commercially launched in 2012 through a sub-advised 40 Act mutual fund, SMAs, and institutional investment vehicles, and grew by more than USD400m in assets.

"Our growth over the past two years reflects growing recognition of the need for a different approach to investing that prioritises downside risk management and repeatability of returns, rather than attempting to just beat benchmarks," says Howard Present (pictured), president and chief executive of F-Squared Investments. "Investors are tired of losing money, and financial professionals at all levels recognise that clients cannot reach their investment goals while being forced to repeatedly suffer through significant periods of loss."
 

Latest News

BlackRock's iShares, an undisputed leader among European ETF issuers, pushed further ahead in Q1 with EUR173 billion in trades, triple..
European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..

Related Articles

etf active trading
Latest Morningstar data shows actively managed ETFs’ share of the US ETF market rose to 8.5 per cent at the...
Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by