F-Squared Investments Crosses $10 Billion in Assets

Demand for the firm's AlphaSector™ strategies, with embedded downside risk management, drives business growth

Jan 29, 2013, 08:30 ET from F-Squared Investments

NEWTON, Mass., Jan. 29, 2013 /PRNewswire/ -- F-Squared Investments is pleased to announce that continued strong investor demand has resulted in the firm exceeding $10 billion in assets under management or model manager agreements as of January 4, 2013, up from approximately $5.6 billion in the previous year.  2012 marked the second year in a row that the firm's assets grew by more than $4 billion, with growth coming across all business segments.  

F-Squared's growth has been fueled by strong demand for the firm's AlphaSector suite of solutions, which provide investors with upside participation plus embedded downside risk management. Accelerating market demand for this type of investment solution, featuring proven downside risk management, is becoming apparent in virtually all investor segments, and F-Squared has arguably emerged as the industry leader for these client-centric strategies.

F-Squared's growth in 2012 came primarily from its Advisor Solutions and Alternatives business units. F-Squared continued to be one of the industry's more successful firms in gathering Separately Managed Account (SMA) assets, with net flows exceeding $1.5 billion in 2012.  The firm's Liquid Alternative offerings were commercially launched in 2012 through a sub-advised 40 Act mutual fund, SMAs, and institutional investment vehicles, and grew by more than $400 million in assets.

"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, President and CEO of F-Squared Investments. "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."

To support this rapid growth, F-Squared has seen its professional staff grow from 30 full-time employees to 44 in 2012 and plans to further reinvest in its capabilities by adding more investment and sales professionals during 2013. The firm's Investment Committee members now exceed 14, with a target of 21 such professionals by mid-year 2013.  F-Squared has also announced a plan to expand its office space from its current 12,500 square-feet to a planned 40,000 square feet by mid-year 2013, including a new branch office in Princeton, N.J.

About F-Squared Investments
F-Squared, based in Newton, MA, is an SEC registered investment adviser offering a full range of investment solutions based on either their proprietary AlphaSector or PoRT investment capabilities. The firm's AlphaSector strategies represent the industry's largest suite of investment solutions targeting upside participation in rising markets with embedded downside risk management.  The firm has seen demand for its products translate to superior growth, with firm assets growing in two years from $1.5 billion to more than $10 billion as of January 4, 2013. Visit www.f-squaredinvestments.com for more information on F-Squared.          

Contact: Zach Kouwe / Doug Hesney
Dukas Public Relations
(212) 704-7385
zkouwe@dukaspr.com / doug@dukaspr.com

SOURCE F-Squared Investments