A Large and Growing Membership of Traditional and Alternative Asset Managers
One dedicated location for firm overviews, products, and investment insights from asset managers from across the industry, including familiar brand names and differentiated boutiques.
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Depth and Breadth Across Asset Classes and Vehicles
Find investment strategies across a spectrum of asset classes, investment styles, and structures. From US equity to international real estate, fixed income, and alternative investments, FLX's Investments Exchange showcases mutual funds, ETFs, separately managed accounts (SMAs), interval funds, closed end funds, and private funds.
Timely Ideas for Investor Needs
The asset managers in FLX's Investments Exchange offer strategies to achieve investor goals, help position portfolios for changing market environments, and align with investor preferences. These include strategies that provide income or growth, help smooth the ride in volatile markets, provide downside protection during recessionary times, or invest for sustainability.
Meet Our Members
Distinctive and differentiated asset managers across asset class, vehicle, size, and specialty. Get to know nine of our asset manager members.
Kirkland Capital Group is an investment fund manager combining 75+ years of investment management, real estate, and technology to Build and Fortify Your Wealth. Its principal preservation-focused income fund generates passive high-yield income. Kirkland also offers the opportunity to invest alongside it in the equity side of real estate via multifamily and extended-stay hospitality properties, which generate stable passive income, tax advantages, diversification, and capital appreciation.
Bristol Gate Capital Partners Inc. is a Toronto-based investment manager that combines fundamental analysis with data science to identify companies with the highest predicted dividend growth over the next 12 months. Bristol Gate uses machine learning and other data-science techniques in constructing portfolios aimed at reducing risk and improving returns while avoiding emotional bias in the investment process. Bristol Gate was founded in 2006 and is a privately owned company.
Convexitas was formed to help families and institutions achieve their financial and lifestyle goals by offering stewards of capital portfolio-level tools to increase liquidity and flexibility.
Golden Eagle Strategies invests in equities using a systematic process of stock selection built on 40+ years of quantitative research. We have developed new insights that run counterintuitive to investor thinking. We ignore P/E in stock selection; commentary on earnings surprises; and Wall Street recommendations. Instead, our process centers around high profit growth and new high stock price patterns. The process begins with a universe of 5,400 stocks before we apply a series of eight screens. The best 25 stocks are selected based on our ranking system and are monitored daily against 22 benchmarks. By stacking probabilities to our advantage, we position our portfolio for outsized long-term appreciation.
Our history traces back to the challenging markets of the 1970s, when John P. Calamos, Sr. began his investment career using convertible securities to help clients build wealth and manage risk. The hallmarks of those early days—innovation, risk management and client focus—continue to define our organization today. Our investment solutions include alternative, equity, sustainable, multi-asset, fixed income and convertible strategies.
We view our success and longevity as a reflection of our ability to meet the demands of investors through long-term performance, organic growth and strategic acquisition. Through that lens, we are honored that our assets under management have nearly doubled under the leadership of our President and Chief Executive Officer John Koudounis. Under his leadership, we have also expanded our presence in New York and Chicago, grown our wealth management capabilities, and established ourselves as a leading liquid alternatives provider, the third largest in the United States.
Headquartered in Naperville, Illinois, Calamos Investments has offices in Chicago, New York, San Francisco, Milwaukee, Portland, and the Miami area.
Vident is an institutional asset management firm and specialized exposure and solutions provider. We bring our expert thinking, financial and operational capability, and execution performance to a diverse set of client partners. Our experienced and forward-looking team designs bespoke solutions across several asset classes, product structures and distribution channels.
Astor Investment Management is a registered investment adviser headquartered in Chicago, IL. Our data-driven strategies cater to varying risk tolerances and portfolio objectives. We help hundreds of investors make informed asset-allocation decisions. We are fundamentally driven to keep our finger on the pulse of the economy. Our investment philosophy is based on the belief that diligent analysis of economic data can provide valuable signals for longer-term financial market allocations. The firm utilizes an economic-based philosophy across all strategies. The Investment Committee utilizes a proprietary, trademarked tool called the Astor Economic Index® (AEI), designed to statistically aggregate and measure economic data. This is the cornerstone of Astor.
We look at investing through a different lens.
Taking an active approach to investing means looking at asset management through a different lens—one with a clear focus on our clients. Throughout market cycles, teams of specialists at Principal Asset Management have applied local insights and global perspectives to optimize results. This clear point of view allows us to identify the most compelling opportunities now, while positioning for what’s next. Actively harnessing potential for your advantage. With specialized investment teams with original thinking. With distinctive opportunities to optimize your portfolio. With a collaborative mindset aligned with your objectives.
JB Capital is an income-focused alternative asset manager focused on investing in areas of the market underserved by traditional banks and larger institutional investors.
Kirkland Capital Group is an investment fund manager combining 75+ years of investment management, real estate, and technology to Build and Fortify Your Wealth. Its principal preservation-focused income fund generates passive high-yield income. Kirkland also offers the opportunity to invest alongside it in the equity side of real estate via multifamily and extended-stay hospitality properties, which generate stable passive income, tax advantages, diversification, and capital appreciation.
Vident is an institutional asset management firm and specialized exposure and solutions provider. We bring our expert thinking, financial and operational capability, and execution performance to a diverse set of client partners. Our experienced and forward-looking team designs bespoke solutions across several asset classes, product structures and distribution channels.
Golden Eagle Strategies invests in equities using a systematic process of stock selection built on 40+ years of quantitative research. We have developed new insights that run counterintuitive to investor thinking. We ignore P/E in stock selection; commentary on earnings surprises; and Wall Street recommendations. Instead, our process centers around high profit growth and new high stock price patterns. The process begins with a universe of 5,400 stocks before we apply a series of eight screens. The best 25 stocks are selected based on our ranking system and are monitored daily against 22 benchmarks. By stacking probabilities to our advantage, we position our portfolio for outsized long-term appreciation.
Bristol Gate Capital Partners Inc. is a Toronto-based investment manager that combines fundamental analysis with data science to identify companies with the highest predicted dividend growth over the next 12 months. Bristol Gate uses machine learning and other data-science techniques in constructing portfolios aimed at reducing risk and improving returns while avoiding emotional bias in the investment process. Bristol Gate was founded in 2006 and is a privately owned company.
We look at investing through a different lens.
Taking an active approach to investing means looking at asset management through a different lens—one with a clear focus on our clients. Throughout market cycles, teams of specialists at Principal Asset Management have applied local insights and global perspectives to optimize results. This clear point of view allows us to identify the most compelling opportunities now, while positioning for what’s next. Actively harnessing potential for your advantage. With specialized investment teams with original thinking. With distinctive opportunities to optimize your portfolio. With a collaborative mindset aligned with your objectives.
Convexitas was formed to help families and institutions achieve their financial and lifestyle goals by offering stewards of capital portfolio-level tools to increase liquidity and flexibility.
Our history traces back to the challenging markets of the 1970s, when John P. Calamos, Sr. began his investment career using convertible securities to help clients build wealth and manage risk. The hallmarks of those early days—innovation, risk management and client focus—continue to define our organization today. Our investment solutions include alternative, equity, sustainable, multi-asset, fixed income and convertible strategies.
We view our success and longevity as a reflection of our ability to meet the demands of investors through long-term performance, organic growth and strategic acquisition. Through that lens, we are honored that our assets under management have nearly doubled under the leadership of our President and Chief Executive Officer John Koudounis. Under his leadership, we have also expanded our presence in New York and Chicago, grown our wealth management capabilities, and established ourselves as a leading liquid alternatives provider, the third largest in the United States.
Headquartered in Naperville, Illinois, Calamos Investments has offices in Chicago, New York, San Francisco, Milwaukee, Portland, and the Miami area.
JB Capital is an income-focused alternative asset manager focused on investing in areas of the market underserved by traditional banks and larger institutional investors.
Astor Investment Management is a registered investment adviser headquartered in Chicago, IL. Our data-driven strategies cater to varying risk tolerances and portfolio objectives. We help hundreds of investors make informed asset-allocation decisions. We are fundamentally driven to keep our finger on the pulse of the economy. Our investment philosophy is based on the belief that diligent analysis of economic data can provide valuable signals for longer-term financial market allocations. The firm utilizes an economic-based philosophy across all strategies. The Investment Committee utilizes a proprietary, trademarked tool called the Astor Economic Index® (AEI), designed to statistically aggregate and measure economic data. This is the cornerstone of Astor.