Loading...
EMPWR-Black-with-colored-_P_

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, it’s not an easy path. Less than 2% of domiciled active and passive funds were run by all-female 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.

Learn More

(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

About EMPWR

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

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

EMPWR Manager Selection Process

We think that the women portfolio managers behind EMPWR are truly exceptional thanks to our rigorous portfolio manager selection process.

Team and Infrastructure

Onsite manager visits at least twice per year

Team stability and backgrounds

Initial and ongoing monitoring

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

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

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

Our Sub-Advisors

CateFaddisWebsite

Catherine Faddis Senior Portfolio Manager, Fernwood Investment Management

EMPWR Sustainable Select Growth Equity

CatherineRedWebsite2

Catherine Avery CEO/CIO, Catherine Avery Investment Management 

EMPWR Sustainable Dividend Equity

JaneLiRedWebsite

Jane Li Portfolio Manager, Zevin Asset Management 

EMPWR Sustainable Global Core Equity

JJRedWebsite

Josephine Jimenez CIO, Channing Global Advisors 

Emerge EMPWR Emerging Markets ETF

Our Commitment to Sustainability Overlay

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.

Media Highlights

Stay up to date on EMPWR webinars, podcasts, events, and more!

Coming soon!

Become a Part of the EMPWR Team

Read the requirements below to see if you qualify.

Investment managers with minimum assets of $50 million.
Investment managers who are launching new strategies and/or new firms, not newly minted portfolio managers.
Must have some level ownership, ownership does not have to be a “control” position in the firm.
Has minority ownership, though the portfolio manager does not need to be a majority owner.
Supports talented portfolio managers with performance reporting, back-office infrastructure, platform technology and marketing collateral. Emerging Managers need infrastructure and EMPWR provides this.

Apply Now

Ready to Become EMPWERed?

Submit the form and let’s have a conversation.

EMPWR
First
Last

Before investing, you should carefully consider the ETF’s investment objectives, strategies, risks, charges and expenses. This and other information are in the prospectus, which may be obtained by visiting www.emergecm.ca. Please read the prospectus carefully before you invest.  

You could lose money by investing in the Funds. ETF shares are not deposits or obligations of, or guaranteed or endorsed by, any bank. The Funds are subject to the principal risks noted below, any of which may adversely affect the Funds’ net asset value (NAV), trading price, yield, total return and ability to meet its investment objective. Unlike many ETFs, the Funds are not index-based ETFs. 

The Funds are non-diversified, which means it can invest a greater percentage of its assets in a small group of issuers or any one issuer than a diversified fund can. A change in the value of one or a few issuers’ securities will therefore affect the value of the Fund more than if it was a diversified fund. 

ESG Risk. Because the Funds evaluate ESG factors to assess and exclude certain investments for non-financial reasons, the Funds may forego some market opportunities available to funds that do not use these ESG factors. Information used by the Funds to evaluate ESG factors, including data provided by third-party vendors, may not be readily available, complete or accurate, and may vary across providers and issuers and within industries, which could negatively impact the Funds’ ability to apply its methodology and in turn could negatively impact the Funds’ performance. Currently, there is a lack of common industry standards relating to the development and application of ESG criteria which may make it difficult to compare the Funds’ principal investment strategies with the investment strategies of other funds that apply certain ESG criteria or that use a different third-party vendor for ESG data. In addition, the Funds’ assessment of a company may differ from that of other funds or an investor. As a result, the companies deemed eligible for inclusion in the Funds’ portfolios may not reflect the beliefs or values of any particular investor and may not be deemed to exhibit positive or favorable ESG characteristics if different metrics were used to evaluate them. Regulatory changes or interpretations regarding the definitions and/or use of ESG criteria could have a material adverse effect on the Funds’ ability to invest in accordance with its investment policies and/or achieve their investment objective. 

These and other risks can be found in the ETFs’ prospectus. 

The Funds are new funds, with a limited or no operating history and a small asset base. There can be no assurance that the Funds will grow to or maintain a viable size. Due to the Funds’ small asset base, certain of the Funds’ expenses and their portfolio transaction costs may be higher than those of funds with a larger asset base. To the extent that the Funds do not grow to or maintain a viable size, it may be liquidated, and the expenses, timing and tax consequences of such liquidation may not be favorable to some shareholders.

Are you ready to find your potential?

Get in touch with us today

Copyright © 2022 Emerge Capital Management, Inc., (“Emerge”) is an investment adviser registered with the Securities and Exchange Commission. The registration of an investment adviser does not imply any level of skill or training. This material does not constitute the provision of investment advice or the solicitation of investment advisory services in any jurisdiction where such offer or solicitation is unlawful. Investment advice is only provided by Emerge to clients who enter into an investment management agreement with Emerge. Information provided by Emerge Capital Management is for general educational and informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities mentioned. Certain of the statements contained herein are statements of future expectations and other forward-looking statements that are based on the current views and assumptions of Emerge Capital Management and involve known and unknown risks and uncertainties that could cause actual results, performance, or events to differ materially from those expressed or implied in such statements. Past performance is no guarantee of future results. Equities may decline in value due to both real and perceived general market, economic, and industry conditions. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities mentioned in this presentation.
Website by Nightshift Creative