FIS GROUP INC. Overview
Fis Group Inc. is an investment advisor that manages 4.7 BN dollars in regulatory AUM and has 23 employees, of which 13 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 7BN in positions, representing 146% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 7BN in positions, representing 146% of the manager's regulatory AUM.
FIS GROUP INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FIS GROUP INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 8.2% | Tech | 9.89% | -0.01% | 0 | 45% | ||
| MSFT | 7.19% | Tech | 13.35% | 0.24% | 0 | 53% | ||
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FEATURED IN
FIS GROUP INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Tina Byles Williams | Ceo & Cio/Director | February-1996 |
| Shelley Simms | Senior Vice President, Chief Compliance Officer & General Counsel | August-2004 |
| Fred G. Choate | Director | April-2008 |
| Mccullough A. Williams | President & Coo/Director | February-2010 |
| Cesar J. Gonzales | Senior Vice President | September-2011 |
| Donna A. James | Director | April-2014 |
FIS GROUP INC. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
FIS GROUP INC. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
FIS Group’s multi-manager strategies (implemented in both separately managed accounts and commingled funds) principally focus on the selection and monitoring of Portfolio Managers who purchase securities and/or invest in private funds. Our objective is to provide above benchmark, risk controlled returns, using Portfolio Managers who employ diverse investment styles and strategies, and who are active across different market segments. Portfolio Manager selection is based upon manager performance in different market cycles, as well as investment criteria established by, or in collaboration with, each client.
METHODS OF ANALYSIS
FIS Group’s portfolio construction process is centered around the selection and pairing of Portfolio Managers who may employ a variety of securities analysis methods including charting, fundamental, technical and cyclical ana...
Unlock Full Investment Process Description
FIS Group’s multi-manager strategies (implemented in both separately managed accounts and commingled funds) principally focus on the selection and monitoring of Portfolio Managers who purchase securities and/or invest in private funds. Our objective is to provide above benchmark, risk controlled returns, using Portfolio Managers who employ diverse investment styles and strategies, and who are active across different market segments. Portfolio Manager selection is based upon manager performance in different market cycles, as well as investment criteria established by, or in collaboration with, each client.
METHODS OF ANALYSIS
FIS Group’s portfolio construction process is centered around the selection and pairing of Portfolio Managers who may employ a variety of securities analysis methods including charting, fundamental, technical and cyclical ana...
Unlock Full Investment Process Description
FIS GROUP INC. Portfolio Concentration
FIS GROUP INC. Location
1818 MARKET STREET
SUITE 3205
PHILADELPHIA, Pennsylvania
UNITED STATES, 19103
SUITE 3205
PHILADELPHIA, Pennsylvania
UNITED STATES, 19103
FIS GROUP INC. Contact Information
Phone Number: 215-567-1100
Fax Number: 215-567-1810
Website: http://www.fisgroup.com
Fax Number: 215-567-1810
Website: http://www.fisgroup.com
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