For those women who decide to strike out on their own to avoid existing roadblocks in multi-manager investment programs, it’s 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
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.
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 manager’s 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 manager’s 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.
Stay up to date on EMPWR webinars, podcasts, events, and more!