Wellesley, Mass (PRWEB) May 18, 2015
F-Squared Investments ("F-Squared") announced today that it has entered into a partnership agreement with SoHo Asset Management LLC (“SoHo”) to use its Portfolio Replication Technology investment capabilities to create and manage model portfolios for SoHo’s clients in Singapore and the United States under SoHo’s Replicas™ brand.
SoHo is a U.S.-based asset management company that has expanded its presence as a technology firm and data provider to SouthEast Asia, via Singapore. Since early 2014, the company has been coordinating with the Singaporean regulators at The Monetary Authority of Singapore for an expanded launch of their services. During this time, the company has been in extensive due diligence and Beta tests of their Replicas™ product launch tailored to institutional and retail clients throughout the region. Clients of SoHo’s Replicas™ strategies intend to offer low-cost access to Active Management of Mutual Funds to their institutional base.
The deal represents F-Squared’s entry into the Asian investor market, adding an important new region to its existing international business in Canada. Singapore is a crucial market given the country’s focus on financial services, its concentration of private wealth, and its high credit rating. It also represents an endorsement of F-Squared’s leading edge investment technologies which include its AlphaSector® strategies in addition to its Portfolio Replication Technology investment capabilities.
SoHo’s founder, chairman of its investment committee, and senior portfolio manager, Frank T. Troise said: “We have enjoyed our international partnership with F-Squared this past year as we extensively Beta tested the product in the Singaporean market. We have all been impressed by the world-class capabilities of F-Squared’s portfolio replication technology capabilities, its team members, and believe our partnership will considerably enhance our capabilities in serving our clients’ investment goals.”
Speaking about the deal, F-Squared CEO, Laura Dagan added: “We are excited to partner with Frank and his team in Singapore to use our best-in-class Portfolio Replication Technology investment capabilities for the benefit of his clients. Additionally, we are delighted that this partnership with SoHo allows us to expand our international opportunities into the fast-growing Asia investment market.”
Under the agreement, F-Squared will leverage its technological capabilities to provide replicated model portfolios designed by SoHo for SoHo’s unconstrained Replicas™ large cap and small cap blends. As the Replicas™ offering expands, it will be offered as a bespoke model to larger institutions.
“F-Squared is at the forefront of a fundamental change in financial technology, and we realize we are in the early innings,” said Troise. “We look forward to what lays ahead for the future.”
“AlphaSector®” is a registered trademark of F-Squared Investments, Inc. (“F-Squared”) and is used with permission. F-Squared Investments is not offering or rendering investment or financial planning advice through this material. F-Squared serves as the model provider to various investment advisers. F-Squared’s Portfolio Replication Technology is an investment technology that uses publicly available data on fund holdings to create a replica model portfolio of the subject investment.
SoHo’s Replicas™ are a proprietary set of model portfolios created by SoHo Asset Management LLC (SoHo) that are designed to track customized active benchmarks. SoHo is not offering or rendering investment or financial planning advice through the Replicas™ offering. SoHo acts as a data and model provider to its clientele.
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About F-Squared Investments
F-Squared Investments is a manufacturer of next-generation investment indexes based on its AlphaSector® and Portfolio Replication Technology capabilities. F-Squared seeks to deliver repeatable investment processes and solutions to help meet the financial goals of real investors. The firm's core values center on striving to protect investors from significant down markets by actively de-risking, while participating in rising markets. F-Squared serves clients in the advisor, institutional, retail and retirement markets. As of March 31, 2015, F-Squared affiliated entities had over $16 billion in fee-generating assets. F-Squared Investments is based in Wellesley MA and Ewing NJ. http://www.f-squaredinvestments.com
F-Squared Investments claims compliance with the CFA Institute Asset Manager Code of Professional Conduct. This claim has not been verified by the CFA Institute.
About SoHo Asset Management LLC
SoHo Asset Management is a registered investment advisor focused on providing innovative financial solutions to financial intermediaries worldwide. The firm’s professionals have deep experience as portfolio managers, traders, data scientists, and engineers. The firm's clientele consist of institutional investors, family offices, registered investment advisors, and UHNW individuals and their respective entities.