July 24, 2014 2:01 PM ET

Capital Markets

Company Overview of F-Squared Investments, Inc.

Company Overview

F-Squared Investments, Inc. is a privately owned investment manager. The firm also provides retirement services to its clients. It primarily provides its services to other investment advisers. The firm also provides its services to individuals, high net worth individuals, investment companies, and pension and profit sharing plans. It manages separate client-focused equity, fixed income, and multi asset portfolios. The firm invests in the public equity, fixed income, and alternative investment markets across the globe. It makes all its investments through exchange-traded funds. For its fixed income securities, the firm invests in seven to ten year Treasuries, mortgage-backed securities, inves...

One Newton Executive Park

2221 Washington Street

Suite 201

Newton, MA 02462

United States

Founded in 2006

Phone:

857-404-0840

Fax:

857-404-0920

Key Executives for F-Squared Investments, Inc.

Co-Founder
Age: 68
Co-Founder
Age: 54
Managing Director
Managing Director and Head of Investments
Age: 55
Compensation as of Fiscal Year 2014.

F-Squared Investments, Inc. Key Developments

F-Squared Investments, Inc. Presents at The 5th Annual FundForum USA, Oct-30-2013 12:20 PM

F-Squared Investments, Inc. Presents at The 5th Annual FundForum USA, Oct-30-2013 12:20 PM. Venue: Mandarin Oriental, 776 Boylston Street, Boston, MA 02199, United States. Speakers: Howard Brian Present, Co-Founder, President, Chief Executive Officer, Portfolio Manager, Board Member, Co-Chairman of the Investment Committee, and Member of Advisory Committee.

F-Squared Investments Appoints Sharon French as Head of F-Squared Capital

F-Squared Investments announced the appointment of Sharon French as President of F-Squared Capital, the firm's new distribution arm for delivering dual contract and single contract SMAs to the broker-dealer and advisor-sold marketplace. Ms. French joins the firm from BlackRock, where she was Managing Director and Head of Private Client & Institutions and a member of the U.S. Senior Management team for the iShares ETF business. Over the next several months, Ms. French will form a team of sales and national account professionals as well as investment committee professionals who will help bring F-Squared's innovative solutions to financial advisors and their clients. She has already completed the initial build out of F-Squared's trading and operations team and she will be joining F-Squared's Management Committee and play a critical part in guiding the firm's overall strategy.

F-Squared Investments Appoints Paul Gamble as Managing Director, Head of F-Squared Retirement Solutions

F-Squared Investments announced the appointment of Paul Gamble as Managing Director, Head of F-Squared Retirement Solutions. Mr. Gamble will be joining F-Squared's Management Committee and will play a critical part in guiding the firm's overall strategy. He has over 20 years of experience in the retirement industry most recently serving as Executive Vice President of Distribution and Institutional Services at Financial Engines Inc., As President of F-Squared Retirement Solutions, Mr. Gamble will be responsible for F-Squared's full suite of next generation investment solutions targeted towards the Defined Contribution and Retirement markets, including customized and private labeled target date strategies and funds, collective trust funds and sub-advisory partnerships in the retirement market. Prior to joining F-Squared, Mr. Gamble spent 13 years at Financial Engines, where he was responsible for all sales and client facing functions, as well as the firm's top-line revenue goals. Before joining Financial Engines, he served as Vice President of Institutional Retirement Sales at Scudder Investments, as well as Vice President of Institutional Retirement Sales at Fidelity Investments.

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