September 20, 2014 4:17 AM ET

Capital Markets

Company Overview of F-Squared Investments, Inc.

Company Overview

F-Squared Investments, Inc. is a privately owned investment manager. The firm primarily provides its services to other investment advisers. It also caters to individuals, high net worth individuals, and pension and profit sharing plans. The firm provides index management services. 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. The firm invests in small-cap stocks of companies across diversified sectors. For the fixed income portion of its portfolio, the firm invests in diversified portfolios...

80 William Street

Suite 400

Wellesley, MA 02481

United States

Founded in 2008

Phone:

781-772-2777

Fax:

781-772-2780

Key Executives for F-Squared Investments, Inc.

Co-Founder
Age: 68
Co-Founder
Age: 54
Managing Director
Managing Director and Chief Marketing Officer
Compensation as of Fiscal Year 2014.

F-Squared Investments, Inc. Key Developments

F-Squared Investments, Inc. Presents at CFPN's 5th Annual Innovative Alternative Investment Strategies Conference, Jul-31-2014 03:40 PM

F-Squared Investments, Inc. Presents at CFPN's 5th Annual Innovative Alternative Investment Strategies Conference, Jul-31-2014 03:40 PM. Venue: Colorado Convention Center, Denver, Colorado, United States. Speakers: Rick Weed.

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.

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