Introducing The Aris Long-Short Strategy.
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From the Desk of Chetan Desai
As we begin 2026, Aris remains focused on a clear mission: to serve as the architect behind the advisor by building and managing tax-aware core solutions that form the foundation of the modern investment portfolio. Over the past year, we continued to strengthen Aris as a core specialist investment management firm, scaling our business, expanding our capabilities, and investing in leadership to support increasingly complex client portfolios.
Our Growing Momentum
Over the past year, Aris made strong progress across both the scale of our business and the depth of our investment capabilities. We surpassed $5.5 billion in assets managed and implemented, expanded to nearly 50 sponsor relationships, and added four new custodial integrations. We also continued to strengthen the firm by deepening our UMA framework, expanding our thematic and custom indices, enhancing our Tax Smart Engine to support tax-aware portfolio management across active and passive strategies, and launching our Long-Short strategy, marking an important expansion to our investment offering. Together, these milestones reflect the growing confidence our partners place in Aris to serve as the core of their investment solutions.
Aris: Your Investment Wayfinder
In an era of automated finance, true excellence remains a human pursuit. With Monisha Jayakumar as our Chief Investment Officer, we have deepened the intellectual depth of our platform. Monisha’s expertise in systematic, data-driven management ensures our strategies are not just technically sound but purposefully aligned with the real-world needs of your clients.
This intellectual depth powers our latest evolution, including our institutional-grade long-short strategy. We are moving beyond “one-size-fits-all” models to offer a dynamic partnership – from in-house factor tilts to precision risk exposures. As your investment Wayfinder, we help you translate complex client concerns into precise, actionable solutions, empowering you to lead with a clear vision and an unwavering human connection.
The Horizon Ahead
We are building a comprehensive total-portfolio management firm backed by industry-leading tech. By integrating our foundational operating layer with tax-aware strategies and bespoke architecture, we ensure technology and investment decisions operate in perfect harmony. The horizon is expanding; we are excited to be the architect behind the next leg of your journey.
On behalf of the entire Aris Investing team, thank you for the opportunity to build and grow alongside you.
Sincerely,
Chetan Desai
Founder and Chief Executive Officer
Aris Investing
Important Disclosure
This communication is provided for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. All investment strategies involve risk, including the possible loss of principal. Tax-aware and long-short strategies may involve additional risks and may not be suitable for all investors. Tax outcomes depend on individual circumstances and applicable laws, which are subject to change. Asset figures are as of January 31, 2026, and reflect a combination of discretionary and non-discretionary assets on which Aris provides investment management or implementation services. Past developments are not indicative of future results.
