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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, 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.

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(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.

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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

Separate Account Sub-Advisors

CateFaddisWebsite

Catherine Faddis, Portfolio Manager

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

What does EMPWR mean to you?

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!

Click Here for Full Event List

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.

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Copyright © 2024 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