As an independent wealth management firm, Exponent Investment Solutions takes the fiduciary role seriously. It’s committed to its clients and won’t recommend products that don’t fit their financial needs. Its team isn’t motivated by quotas or commissions, and the company offers unlimited meetings to make sure it truly understands each client’s unique situation and goals.
The firm works with Novata to collect ESG data, which helps it generate reports for internal use and external distribution. It also enables benchmarking, making it easier for Exponent to compare its performance with its peers and industry leaders. In addition, the platform allows the firm to share insights with its deal teams, helping ensure that ESG considerations are factored into strategic decisions.
Understanding Alternative Investments: Real Estate, Commodities, and More
Recently, Exponent has expanded its presence in Northern Ireland with the acquisition of Kingsbridge Healthcare Group (KHG). Founded in Belfast by surgeons Suresh Tharma and Ashok Songra to help cut NHS waiting lists, KHG now operates four hospitals in the country including Sligo’s St Joseph’s hospital and 11 clinics. It’s Exponent’s first investment in the region and its eighth platform acquisition on the island, following the likes of Dublin-based veterinary and medical generic drugmaker Chanelle Pharma, H&MV’s Limerick high voltage engineering business and Ethos Engineering’s sustainable data centre design services.
The company is backed by some large investors. Kayne Anderson Rudnick Investment Management LLC lifted its stake in Exponent by 6.5% during the 2nd quarter, while Conestoga Capital Advisors LLC lifted its holdings by 1.6% during the same period.…