FIS Group
FIS Group is an investment firm that provides integrated and comprehensive investment solutions to institutional investors. Founded in 1996, the company is 100% owned by current and former employees, emphasizing investment success for its clients. FIS Group combines the skill sets of proven entrepreneurial asset managers with a strategic and macro-driven tactical framework to create customized client solutions that are flexible, sustainable, and empirically grounded. The firm focuses on achieving above-benchmark risk-adjusted performance for its portfolios through insightful portfolio strategy, precise manager selection, and responsive tactical management to market conditions and opportunities.
1 past transactions
Piedmont Investment Advisors
Acquisition in 2018
Piedmont Investment Advisors is an institutional money management firm based in Durham, North Carolina, specializing in equity and fixed income management. Founded in August 2000, the firm is a minority business enterprise and is fully employee-owned. Piedmont focuses on a variety of investment strategies, including active, passive, and structured beta equity approaches, as well as core fixed income management. The company's commitment to client service and a collaborative work environment fosters a culture of entrepreneurial spirit among its team members. As of March 31, 2018, Piedmont managed approximately $5.6 billion in assets, reflecting its success and reputation in the industry. In May 2018, the firm was acquired by Xponance.
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