About F-Squared Investments

"In an economy defined by overcapacity, oversupply, and utter sensory overload . . . the only way to stand out from the crowd is to stand for a truly distinctive set of ideas about where your industry should be going. You can't do big things as a competitor if you're content with doing things only a little better than the competition."

Why the Most Original Minds in Business Win, 2006, William C. Taylor

TARGETING THE INDUSTRY'S HIGHEST RETAINED INVESTOR RETURNS

For most investors, the only return that counts is the return that they keep.

F-Squared has built a powerful investment engine while also establishing ourselves as a low cost leader for active equity management. We have also forged relationships with other firms that share our philosophy on client value and low costs to create high quality, low cost investment solutions.

LOW COST LEADERSHIP

Reducing fees is simply the most powerful, repeatable means of improving performance. F-Squared was founded on the premise of delivering active investment management near index level pricing. We designed the firm from the bottom up with this goal in mind, and believe we have positioned ourselves amoung the leaders for delivering world-class active management at price points not traditionally seen in the industry. 1

REPEATABLE, RISK-CONTROLLED INVESTMENT SOLUTIONS

F-Squared believes strongly that investment solutions need to work for investors after they have purchased them, and over time.

All investment strategies at the firm utilize proven investment fundamentals and techniques, and while some of these techniques may not yet be considered mainstream, we believe the performance track records of our strategies and Indexes validate our approach.

Further, all of our strategies have been designed with the intent of delivering on the following critical client investment benefits: 1

  • Generating repeatable, high quality investment results that can stand the test of time;
  • Delivering risk-controlled strategies, that can either outperform on a risk-adjusted basis, reduce the risk of loss, or both;
  • Can be delivered in a cost effective, transparent means.

CUSTOMIZATION

In today's ever changing markets, we know how important it is to have your investment solutions customized to meet your needs. We could not agree more, and have therefore have leveraged our innovative organizational structure to create customization options that are not traditionally seen in the industry.

Customization options available to institutional, wealth, and advisor clients can include:

  • Portfolio design, especially with our Custom Replication Solutions
  • Executional delivery, which can include direct model portfolio feeds, third party platform execution, or institutional execution
  • Custodian
  • Private labeling options
Legal:

1 Morningstar Direct, Financial Research Corporation, Dover Research, and F-Squared Investments proprietary research and analysis.

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