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Xponance

Institutional investor

Philadelphia · 39 people tracked

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Investment thesis

Xponance's index strategies follow a risk-aware, quantitative process aimed at replicating a client-specified benchmark as closely as possible in a cost-efficient way with minimal tracking error. The S&P 500 Passive Strategy is fully replicated, weighting each stock in line with its benchmark weight, holding minimal cash, and using ETFs to reduce non-equity exposure. The portfolio is self-rebalancing to keep turnover and transaction costs low, and it is monitored against the benchmark throughout each trading day. More broadly, the firm spans direct equity management, U.S. fixed income, a multi-manager platform partnering with emerging managers, and an alternatives subsidiary delivering GP capital solutions.

Invests inFintechUnited States

Source: firm website, verified Aug 6, 2026.

HQ
Philadelphia, US
Instruments
Equity
Founded
1996
AUM
$23.8B
Tracked investments
2

Team · 39 people

from the firm's website
Charles L. Curry, Jr.· Managing Director, Senior Portfolio Manager, U.S. Fixed Income
Marquette Chester· Senior Managing Director, Head of Alternatives
Michael A.B. Orr· Managing Director and Chief Investment Officer
Thomas Quinn· Managing Director, Senior Portfolio Manager, Tactical and Multi-Manager Strategies
Adam Choppin· Director, Assistant Portfolio Manager, Multi-Manager Strategies
Binika Rijal· Quantitative Analyst, Systematic Global Equities
Cesar Gonzales, Jr.· Senior Director, Manager Development and Client Portfolio Manager
Clarissa Parker· Director of Client Engagement & Sustainability
Corey Moore· Director and Portfolio Manager, U.S. Fixed Income
Cynthia Steer· Independent Board Member
Damaris Mathenge· Manager Research Analyst, Manager Research
David Andrade· Chief Technology Officer, General Manager of Aapryl
Donna James· Independent Board Member
Fred Choate· Independent Board Member
Genie Logue· Chief Financial Officer
James C. Rhee· Independent Board Member
Jerrod Stoller· Strategic Advisor to the CEO
John Gagliardi· Director and Portfolio Manager, U.S. Fixed Income
Jordan M. Williams· Associate, Private Equity Team
Juan Best· Manager Research Analyst, Active Global Equities
Kila D. Weaver· Director of Client Engagement & Sustainability
Len Oremland· Managing Director & Head of Distribution & Public Relations
Leonard J. Oremland· Managing Director, Head of Distribution
Lisa Hinds· Managing Director, Client Engagement & Sustainability
Marcy Rappaport· Director, Business Development & Consultant Relations
Marion White· Vice President, Finance
McCullough Williams, III· President & Chief Operating Officer, General Counsel
Michelle James· Director, Human Resources
Mildred O. Forbes· Chief Compliance Officer
Noel McElreath· Senior Director, Senior Portfolio Manager, U.S. Fixed Income
Omaar Poitevien· Lead Manager, Operations Research Specialist
Sean Golliher· Vice President, Operations
Serena Li· Senior Quantitative Analyst, Systematic Global Equities
Shalonda Epps· Director, Portfolio Operations and Reporting
Tracy Cao· Director, Team Lead Manager Research, Multi-Manager Strategies

Investments · 2 tracked

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Fund performance · per public LP disclosures

as of Sep 2022
FundVintageCommittedNet IRRTVPIDPI
XponanceLPs: Baltimore City Employees' Retirement System——3.7%——

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

What sectors does Xponance focus on?
Xponance focuses on Fintech.
Where is Xponance located?
Xponance is headquartered in Philadelphia, US.

Images

Xponance photo