Emerging Manager Services

The investment objective of our Emerging Manager services is to provide above benchmark, risk controlled returns using portfolios comprised of outstanding emerging managers. FIS Group defines emerging managers as managers who generally have less than $2 billion in assets under management. For separate accounts, the investment objective is determined by the client.

Our Emerging Manager strategy is based on the following core beliefs:

1.

Talented investment managers can often produce greater alpha from smaller portfolios than very large portfolios. Research by FIS Group and others suggests that alpha dilution can occur as products transition into institutional mega-asset status. FIS Group’s investment process is designed to optimally harvest alpha from emerging firms. Our goal is to construct funds that would be expected to generate long-term alpha with limited risk and variance from the client’s benchmark.
2.
Because they are closer to the entrepreneurial period of the business life cycle, emerging managers would be expected to have a greater personal stake, passion, level of focus and accountability for the success of their product than portfolio managers in larger organizations, where decision-making is often dispersed among multiple team members.
3.
Superior investment performance can be garnered from skillful identification, active risk management and proper optimization of talented emerging managers.

The unmatched experience of FIS Group’s investment team in identifying and constructing programs comprised of emerging managers, along with its proprietary database of emerging manager firms and its sophisticated and considerable portfolio analytic systems are important keys to the successful performance experienced by the firm’s emerging manager funds.

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