FIS GROUP, INC.

HTTP://WWW.FISGROUP.COM PHILADELPHIA, PA Investment Advisor How do I update this listing?

FIS Group is based out of Philadelphia. FIS Group is a large advisory firm with 16 clients and discretionary assets under management (AUM) of $4,704,047,153 (Form ADV from 2019-03-01). Their last reported 13F filing for Q3 2019 included $181,316,000 in managed 13F securities and a top 10 holdings concentration of 64.56%. FIS Group's largest holding is iShares MSCI China ETF with shares held of 565,293. FIS Group has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 38 13F filings

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67

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $181.316 Million
  • Prior Market Value $283.888 Million
  • New Purchases13 stocks
  • Additional Purchases6 stocks
  • Sold out of3 stocks
  • Reduced holdings in32 stocks
  • Top 10 Holdings % 64.56 %
  • Turnover % [1]:21.92%
  • Turnover Alt % [2]: 59.48 %
  • Time Held Top20:4.20 quarters
  • Time Held Top10:4.10 quarters
  • Time Held All:4.92 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 9.22%
Performance Last 4 Quarters: 9.51%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
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13F Filings Available:
  • 2019-09-30 - 13F-HR/A (Subscription required)
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR/A (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR/A (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR/A (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR/A (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR/A (Subscription required)
  • 2018-06-30 - 13F-HR/A (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR/A (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR/A (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR/A (Subscription required)
  • 2017-06-30 - 13F-HR/A (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR/A (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR/A (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR/A (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

FIS GROUP, INC.
Classified as Hedge Fund
1845 WALNUT STREET SUITE 800
PHILADELPHIA PA    19103
Country: United States

Business Phone: 215-567-1100
Fax: 215-567-1810
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 24
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities: 594,892,000
Total Number of Clients: 16
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures:
Data above was derived from SEC filings.

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FIS GROUP, INC.

ownership team - last updated 2019-03-01
Name Title Start Date Direct/Indirect % Ownership
BYLES WILLIAMS, TINA CEO & CIO/DIRECTOR 02/01/1996 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. CEO & CIO/DIRECTOR (RELYING ADVISER CEO & CIO) direct 1996-02-01
FIDUCIARY INVESTMENT SOLUTIONS, INC. CEO & CIO direct 1996-02-01
FIS GROUP, INC. TRUSTEE indirect 2009-12-01
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION DIRECTOR direct 2013-01-01
FUDUCIARY INVESTMENT SOLUTIONS INC PRESIDENT & CEO direct 1996-02-01 2001-08-27
FIS FUNDS MANAGEMENT INC PRESIDENT & CEO direct 1996-02-01 2001-08-31
FIS GROUP, INC. CEO & CIO direct 1996-02-01 2008-10-13
FIS GROUP, INC. CEO & CIO/SHAREHOLDER/DIRECTOR direct 1996-02-01 2014-03-24
FIS GROUP, INC. CEO & CIO/DIRECTOR direct 1996-02-01 2015-03-30
SIMMS, SHELLEY SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL 08/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL (RELYING ADVISER GENERAL COUNSEL) direct 2004-08-01
FIS FUNDS MANAGEMENT INC CCO & COO direct 2004-08-01
FIS GROUP, INC. SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL direct 2004-08-01
FIS GROUP, INC. CHIEF COMPLIANCE OFFICER & CLO direct 2004-08-01
FIS GROUP, INC. CHIEF COMPLIANCE OFFICER & COO direct 2004-08-01
FIDUCIARY INVESTMENT SOLUTIONS, INC. CCO & COO direct 2004-08-01
CHOATE, FRED, GLOVER DIRECTOR 04/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. DIRECTOR direct 2008-04-01
WILLIAMS, MCCULLOUGH, ALPHONSO PRESIDENT & COO/DIRECTOR 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. PRESIDENT & COO/DIRECTOR direct 2010-02-01
FIS GROUP, INC. PRESIDENT & COO/DIRECTOR (RELYING ADVISER COO) direct 2010-02-01
FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST SHAREHOLDER 12/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. SHAREHOLDER direct 2012-12-01
TINA BYLES WILLIAMS REVOCABLE TRUST SHAREHOLDER 12/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. SHAREHOLDER direct 2009-12-01
JAMES, DONNA, ANITA DIRECTOR 04/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. DIRECTOR direct 2014-04-01
QUINN, THOMAS, JOHN SENIOR VICE PRESIDENT & DEPUTY CIO 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. SENIOR VICE PRESIDENT direct 2017-03-01
SPOUTING ROCK FUND MANAGEMENT VICE PRESIDENT & CIO direct 2014-06-01
LOGUE, EUGENIE, GUTHRIE CHIEF FINANCIAL OFFICER 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PIEDMONT INVESTMENT ADVISORS, LLC MANAGER direct 2014-05-01
PERIMETER CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2006-02-01
SPARTA ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2007-07-01
SOUTHERNSUN ASSET MANAGEMENT LLC MGMT COMM MBR direct 2010-08-01
ROSEMONT INVESTMENT PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2004-07-01
PALADIN INVESTMENT PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
FOUNDRY PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2012-10-01
FOUNDRY PARTNERS, LLC MANAGEMENT COMMITTEE MEMBER direct 2013-02-01
GREEN, ISAAC, HUGHES DIRECTOR 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PIEDMONT INVESTMENT ADVISORS, LLC EXECUTIVE OFFICER/MANAGER/CIO/CEO direct 2000-08-01
PIEDMONT INVESTMENT ADVISORS, LLC MEMBER MANAGER indirect 2005-06-01
PIEDMONT INVESTMENT ADVISORS, LLC MEMBER CLASS A INTEREST direct 2000-08-01 2003-03-26
PIEDMONT INVESTMENT ADVISORS, LLC MANAGER direct 2000-08-01 2003-03-26
PIEDMONT INVESTMENT ADVISORS, LLC MEMBER/EXECUTIVE OFFICER direct 2000-08-01 2005-07-20
PIEDMONT INVESTMENT ADVISORS, LLC MEMBER MANAGER indirect 2000-11-01 2005-07-20
PIEDMONT INVESTMENT ADVISORS, LLC MEMBER MANAGER indirect 2000-11-01 2011-01-19
PIEDMONT INVESTMENT ADVISORS, LLC EXECUTIVE OFFICER/MANAGER direct 2000-08-01 2011-05-10
BYLES WILLIAMS, TINA TRUSTEE TINA BYLES WILLIAMS REVOCABLE TRUST 12/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. CEO & CIO/DIRECTOR (RELYING ADVISER CEO & CIO) direct 1996-02-01
FIDUCIARY INVESTMENT SOLUTIONS, INC. CEO & CIO direct 1996-02-01
FIS GROUP, INC. TRUSTEE indirect 2009-12-01
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION DIRECTOR direct 2013-01-01
FUDUCIARY INVESTMENT SOLUTIONS INC PRESIDENT & CEO direct 1996-02-01 2001-08-27
FIS FUNDS MANAGEMENT INC PRESIDENT & CEO direct 1996-02-01 2001-08-31
FIS GROUP, INC. CEO & CIO direct 1996-02-01 2008-10-13
FIS GROUP, INC. CEO & CIO/SHAREHOLDER/DIRECTOR direct 1996-02-01 2014-03-24
FIS GROUP, INC. CEO & CIO/DIRECTOR direct 1996-02-01 2015-03-30
URBACH, JAMES TRUSTEE FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST 12/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. TRUSTEE indirect 2012-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
FIS CALBEAR FUND, LLC United States 805-8555635083 Other Private Fund FUND INVESTS IN GLOBAL EQUITIES THROUGH SMALL AND EMERGING LONG-ONLY INVESTMENT MANAGEMENT FIRMS. 594,892,341 100,000

FIS GROUP, INC.

ownership team - last updated 2018-10-30
Name Title Start Date Direct/Indirect % Ownership
BYLES WILLIAMS, TINA CEO & CIO/DIRECTOR 02/01/1996 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. CEO & CIO/DIRECTOR (RELYING ADVISER CEO & CIO) direct 1996-02-01
FIDUCIARY INVESTMENT SOLUTIONS, INC. CEO & CIO direct 1996-02-01
FIS GROUP, INC. TRUSTEE indirect 2009-12-01
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION DIRECTOR direct 2013-01-01
FUDUCIARY INVESTMENT SOLUTIONS INC PRESIDENT & CEO direct 1996-02-01 2001-08-27
FIS FUNDS MANAGEMENT INC PRESIDENT & CEO direct 1996-02-01 2001-08-31
FIS GROUP, INC. CEO & CIO direct 1996-02-01 2008-10-13
FIS GROUP, INC. CEO & CIO/SHAREHOLDER/DIRECTOR direct 1996-02-01 2014-03-24
FIS GROUP, INC. CEO & CIO/DIRECTOR direct 1996-02-01 2015-03-30
SIMMS, SHELLEY SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL 08/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL (RELYING ADVISER GENERAL COUNSEL) direct 2004-08-01
FIS FUNDS MANAGEMENT INC CCO & COO direct 2004-08-01
FIS GROUP, INC. SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL direct 2004-08-01
FIS GROUP, INC. CHIEF COMPLIANCE OFFICER & CLO direct 2004-08-01
FIS GROUP, INC. CHIEF COMPLIANCE OFFICER & COO direct 2004-08-01
FIDUCIARY INVESTMENT SOLUTIONS, INC. CCO & COO direct 2004-08-01
CHOATE, FRED, GLOVER DIRECTOR 04/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. DIRECTOR direct 2008-04-01
WILLIAMS, MCCULLOUGH, ALPHONSO PRESIDENT & COO/DIRECTOR 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. PRESIDENT & COO/DIRECTOR direct 2010-02-01
FIS GROUP, INC. PRESIDENT & COO/DIRECTOR (RELYING ADVISER COO) direct 2010-02-01
FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST SHAREHOLDER 12/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. SHAREHOLDER direct 2012-12-01
TINA BYLES WILLIAMS REVOCABLE TRUST SHAREHOLDER 12/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. SHAREHOLDER direct 2009-12-01
JAMES, DONNA, ANITA DIRECTOR 04/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. DIRECTOR direct 2014-04-01
QUINN, THOMAS, JOHN SENIOR VICE PRESIDENT & DEPUTY CIO 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. SENIOR VICE PRESIDENT direct 2017-03-01
SPOUTING ROCK FUND MANAGEMENT VICE PRESIDENT & CIO direct 2014-06-01
LOGUE, EUGENIE, GUTHRIE CHIEF FINANCIAL OFFICER 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PIEDMONT INVESTMENT ADVISORS, LLC MANAGER direct 2014-05-01
PERIMETER CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2006-02-01
SPARTA ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2007-07-01
SOUTHERNSUN ASSET MANAGEMENT LLC MGMT COMM MBR direct 2010-08-01
ROSEMONT INVESTMENT PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2004-07-01
PALADIN INVESTMENT PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
FOUNDRY PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2012-10-01
FOUNDRY PARTNERS, LLC MANAGEMENT COMMITTEE MEMBER direct 2013-02-01
GREEN, ISAAC, HUGHES DIRECTOR 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PIEDMONT INVESTMENT ADVISORS, LLC EXECUTIVE OFFICER/MANAGER/CIO/CEO direct 2000-08-01
PIEDMONT INVESTMENT ADVISORS, LLC MEMBER MANAGER indirect 2005-06-01
PIEDMONT INVESTMENT ADVISORS, LLC MEMBER CLASS A INTEREST direct 2000-08-01 2003-03-26
PIEDMONT INVESTMENT ADVISORS, LLC MANAGER direct 2000-08-01 2003-03-26
PIEDMONT INVESTMENT ADVISORS, LLC MEMBER/EXECUTIVE OFFICER direct 2000-08-01 2005-07-20
PIEDMONT INVESTMENT ADVISORS, LLC MEMBER MANAGER indirect 2000-11-01 2005-07-20
PIEDMONT INVESTMENT ADVISORS, LLC MEMBER MANAGER indirect 2000-11-01 2011-01-19
PIEDMONT INVESTMENT ADVISORS, LLC EXECUTIVE OFFICER/MANAGER direct 2000-08-01 2011-05-10
BYLES WILLIAMS, TINA TRUSTEE TINA BYLES WILLIAMS REVOCABLE TRUST 12/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. CEO & CIO/DIRECTOR (RELYING ADVISER CEO & CIO) direct 1996-02-01
FIDUCIARY INVESTMENT SOLUTIONS, INC. CEO & CIO direct 1996-02-01
FIS GROUP, INC. TRUSTEE indirect 2009-12-01
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION DIRECTOR direct 2013-01-01
FUDUCIARY INVESTMENT SOLUTIONS INC PRESIDENT & CEO direct 1996-02-01 2001-08-27
FIS FUNDS MANAGEMENT INC PRESIDENT & CEO direct 1996-02-01 2001-08-31
FIS GROUP, INC. CEO & CIO direct 1996-02-01 2008-10-13
FIS GROUP, INC. CEO & CIO/SHAREHOLDER/DIRECTOR direct 1996-02-01 2014-03-24
FIS GROUP, INC. CEO & CIO/DIRECTOR direct 1996-02-01 2015-03-30
URBACH, JAMES TRUSTEE FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST 12/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. TRUSTEE indirect 2012-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
FIS CALBEAR FUND, LLC United States 805-8555635083 Other Private Fund FUND INVESTS IN GLOBAL EQUITIES THROUGH SMALL AND EMERGING LONG-ONLY INVESTMENT MANAGEMENT FIRMS. 700,774,920 100,000

FIS GROUP, INC.

ownership team - last updated 2017-09-15
Name Title Start Date Direct/Indirect % Ownership
QUINN, THOMAS, JOHN SENIOR VICE PRESIDENT 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. SENIOR VICE PRESIDENT direct 2017-03-01
SPOUTING ROCK FUND MANAGEMENT VICE PRESIDENT & CIO direct 2014-06-01
JAMES, DONNA, ANITA DIRECTOR 04/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. DIRECTOR direct 2014-04-01
TINA BYLES WILLIAMS REVOCABLE TRUST SHAREHOLDER 12/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. SHAREHOLDER direct 2009-12-01
FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST SHAREHOLDER 12/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. SHAREHOLDER direct 2012-12-01
GONZALES, CESAR, JIMENEZ SENIOR VICE PRESIDENT 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. SENIOR VICE PRESIDENT direct 2011-09-01
CHOATE, FRED, GLOVER DIRECTOR 04/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. DIRECTOR direct 2008-04-01
SIMMS, SHELLEY SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL (RELYING ADVISER GENERAL COUNSEL) 08/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL (RELYING ADVISER GENERAL COUNSEL) direct 2004-08-01
FIS FUNDS MANAGEMENT INC CCO & COO direct 2004-08-01
FIS GROUP, INC. SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL direct 2004-08-01
FIS GROUP, INC. CHIEF COMPLIANCE OFFICER & CLO direct 2004-08-01
FIS GROUP, INC. CHIEF COMPLIANCE OFFICER & COO direct 2004-08-01
FIDUCIARY INVESTMENT SOLUTIONS, INC. CCO & COO direct 2004-08-01
BYLES WILLIAMS, TINA CEO & CIO/DIRECTOR (RELYING ADVISER CEO & CIO) 02/01/1996 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. CEO & CIO/DIRECTOR (RELYING ADVISER CEO & CIO) direct 1996-02-01
FIDUCIARY INVESTMENT SOLUTIONS, INC. CEO & CIO direct 1996-02-01
FIS GROUP, INC. TRUSTEE indirect 2009-12-01
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION DIRECTOR direct 2013-01-01
FUDUCIARY INVESTMENT SOLUTIONS INC PRESIDENT & CEO direct 1996-02-01 2001-08-27
FIS FUNDS MANAGEMENT INC PRESIDENT & CEO direct 1996-02-01 2001-08-31
FIS GROUP, INC. CEO & CIO direct 1996-02-01 2008-10-13
FIS GROUP, INC. CEO & CIO/SHAREHOLDER/DIRECTOR direct 1996-02-01 2014-03-24
FIS GROUP, INC. CEO & CIO/DIRECTOR direct 1996-02-01 2015-03-30
WILLIAMS, MCCULLOUGH, ALPHONSO PRESIDENT & COO/DIRECTOR (RELYING ADVISER COO) 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. PRESIDENT & COO/DIRECTOR direct 2010-02-01
FIS GROUP, INC. PRESIDENT & COO/DIRECTOR (RELYING ADVISER COO) direct 2010-02-01
URBACH, JAMES TRUSTEE FIS GROUP EMPLOYEE STOCK OWNERSHIP PLAN TRUST 12/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. TRUSTEE indirect 2012-12-01
BYLES WILLIAMS, TINA TRUSTEE TINA BYLES WILLIAMS REVOCABLE TRUST 12/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
FIS GROUP, INC. CEO & CIO/DIRECTOR (RELYING ADVISER CEO & CIO) direct 1996-02-01
FIDUCIARY INVESTMENT SOLUTIONS, INC. CEO & CIO direct 1996-02-01
FIS GROUP, INC. TRUSTEE indirect 2009-12-01
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION DIRECTOR direct 2013-01-01
FUDUCIARY INVESTMENT SOLUTIONS INC PRESIDENT & CEO direct 1996-02-01 2001-08-27
FIS FUNDS MANAGEMENT INC PRESIDENT & CEO direct 1996-02-01 2001-08-31
FIS GROUP, INC. CEO & CIO direct 1996-02-01 2008-10-13
FIS GROUP, INC. CEO & CIO/SHAREHOLDER/DIRECTOR direct 1996-02-01 2014-03-24
FIS GROUP, INC. CEO & CIO/DIRECTOR direct 1996-02-01 2015-03-30

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
FIS GROUP FAMILY OF FUNDS, L.P. - FRONTIER MARKETS FUND United States 805-3483721740 Other Private Fund FUNDS INVESTING IN GLOBAL FRONTIER SECURITIES. 0 5,000,000 Fund of Funds
FIS CALBEAR FUND, LLC United States 805-8555635083 Other Private Fund FUND INVESTS IN GLOBAL EQUITIES THROUGH SMALL AND EMERGING LONG-ONLY INVESTMENT MANAGEMENT FIRMS. 633,227,225 100,000 Fund of Funds
FIS GROUP FAMILY OF FUNDS, L.P. - GLOBAL EQUITIES FUND United States 805-7304675888 Other Private Fund FUNDS AND STRATEGIES INVESTING IN SECURITIES OF COMPANIES IN CERTAIN DEVELOPED, EMERGING AND FRONTIER MARKETS. 0 5,000,000 Fund of Funds
FIS GROUP FAMILY OF FUNDS, L.P. - EMERGING MARKETS FUND United States 805-8468516694 Other Private Fund FUNDS INVESTING IN SECURITIES OF COMPANIES IN EMERGING MARKETS. 0 5,000,000 Fund of Funds

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