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A Diverse Group of Select Portfolio Managers.
For those women who decide to strike out on their own to avoid existing roadblocks in multi-manager investment programs, itâs not an easy path. Less than 2% of domiciled active and passive funds were run by all-women portfolio management teams.(1)
Meet EMPWR, a roster of experienced emerging women portfolio managers with full back-office support, platform support, and Sustainability monitoring dedicated to high performance.
(1) Alladi, A., & Dibenedetto, G. (2021, March 16). The percentage of U.S. female fund managers is exactly where it was in 2000. Morningstar, Inc. Retrieved September 2, 2022, from https://www.morningstar.com/articles/1029482/the-percentage-of-us-female-fund-managers-is-exactly-where-it-was-in-2000
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About EMPWR
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Why focus on
Women Portfolio Managers?
We feel women investment portfolio managers are extraordinarily underutilized and underrepresented in the industry. Rules intended to support minorities make it difficult for women portfolio managers to own equity in smaller businesses and naturally develop the firm. EMPWR breaks down these barriers by seeking exceptional women.
Meet Our Managers[/vc_column_text][/vc_column][vc_column width=”1/2″][vc_column_text]
Why focus on
Sustainability overlay?
Emerge is an impact firm, and we want to ensure our strategies are also focused on investing in companies who are doing their best to care for their employees and society.
Learn More[/vc_column_text][/vc_column][/vc_row][/vc_section][vc_section full_width=”stretch_row” el_class=”empwr-benefits” css=”.vc_custom_1662469501092{padding-top: 180px !important;padding-bottom: 60px !important;background-image: url(https://emergecm.com/wp-content/uploads/2022/09/process-bg-black.jpg?id=18500) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_row][vc_column width=”1/2″][vc_column_text]
EMPWR Manager Selection Process
[/vc_column_text][/vc_column][vc_column width=”1/2″][vc_column_text]We think that the women portfolio managers behind EMPWR are truly exceptional thanks to our rigorous portfolio manager selection process.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/4″][vc_column_text]
Team and Infrastructure
Onsite manager visits at least twice per year
Team stability and backgrounds
Initial and ongoing monitoring
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Investment Process and Philosophy
Detailed written questionnaire
Strategy cohesion and consistency
Understanding and determination of how each manager adds value and the sustainability of that alpha generation
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Portfolio Construction and Risk Metrics
Position sizing, turnover, concentration, on an absolute basis and relative to investment process and philosophy
Absolute and relative risk/reward analysis versus market and peer group
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Long-Term and Short-Term Investment Performance
Consistency and quality of performance
Performance vs. Investment process/philosophy expectations through different market environments
Market and peer group performance analysis
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Our Sub-Advisors
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Catherine Faddis, Portfolio Manager
[/vc_column_text][vc_column_text] EMPWR Sustainable Select Growth Equity[/vc_column_text][/vc_column_inner][vc_column_inner el_class=”empwr-team-item” width=”1/3″][vc_single_image image=”18503″ img_size=”full” alignment=”center”][vc_column_text]
Catherine Avery CEO/CIO, Catherine Avery Investment ManagementÂ
[/vc_column_text][vc_column_text] EMPWR Sustainable Dividend Equity[/vc_column_text][/vc_column_inner][vc_column_inner el_class=”empwr-team-item” width=”1/3″][vc_single_image image=”18504″ img_size=”full” alignment=”center”][vc_column_text]
Jane Li Portfolio Manager, Zevin Asset ManagementÂ
[/vc_column_text][vc_column_text] EMPWR Sustainable Global Core Equity[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_tta_section][/vc_tta_tabs][vc_column_text]
What does EMPWR mean to you?
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[/vc_column_text][/vc_column][vc_column width=”1/2″][vc_column_text]Emerge and EMPWR uses a proprietary Sustainability ranking system to evaluate the portfolios of all investment managers on our platform, both at the aggregate portfolio level as well on an individual security basis. The ranking system is based on both quantitative as well as quantitative factors and is overseen by the Emerge Sustainability Committee.
Each investment managerâs portfolio on the Emerge platform will have an aggregate average proprietary Emerge Sustainability score that ranks in the top third of the Emerge Sustainability universe. Additionally, each individual security held in a managerâs portfolio must have an Emerge Sustainability score that ranks in the top half of the Emerge Sustainability universe. Emerge Sustainability overlay does not interfere with investment manager firm Sustainability Impact practices.[/vc_column_text][/vc_column][/vc_row][/vc_section][vc_section el_class=”empwr-media” css=”.vc_custom_1651068684238{padding-top: 90px !important;padding-bottom: 90px !important;}”][vc_row][vc_column][vc_column_text]
Media Highlights
Stay up to date on EMPWR webinars, podcasts, events, and more!
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Become a Part of the EMPWR Team
Read the requirements below to see if you qualify.
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Ready to Become EMPWERed?
Submit the form and letâs have a conversation.
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