F-Squared Tops $10B In AUM

Jan 29 2013 | 1:35pm ET

Newton, Mass.-based quantitative investment firm F-Squared Investments has hit an important milestone: it now manages over $10 billion.

The figure represents growth of $5.6 billion over 2011—an increase the firm attributes to strong demand for its AlphaSector products, primarily its advisor solutions and alternatives business units.

F-Squared attracted $1.5 billion for its separately managed accounts in 2012 while its liquid alternatives offerings—commercially launched in 2012 through a sub-advised 40 Act mutual fund, SMAs, and institutional investment vehicles—grew by more than $400 million.

"Our growth over the past two years reflects growing recognition of the need for a different approach to investing that prioritizes downside risk management and repeatability of returns, rather than attempting to just beat benchmarks," said Howard Present, F-Squared president and CEO, in a statement.

"Investors are tired of losing money, and financial professionals at all levels recognize that clients cannot reach their investment goals while being forced to repeatedly suffer through significant periods of loss.”

F-Squared has also grown as a business, hiring 14 additional employees in 2012, with plans to hire more sales and investment staff in 2013.


In Depth

GSAM's Papagiannis: Liquid Alternatives For The Long Run

Apr 21 2017 | 8:44pm ET

Interest in liquid alternatives cooled a bit last year amid a broad shift in investor...

Lifestyle

Aston Martin Returns To Debt Market As DB11 Drives Turnaround

Mar 31 2017 | 5:21pm ET

James Bond’s preferred carmaker is returning to the public debt markets for the...

Guest Contributor

Debunking Conventional Investment Wisdom (Part II)

Apr 17 2017 | 5:56pm ET

The alternative investment industry is currently replete with buzzwords around data...

 

From the current issue of