Emerge EMPWR Sustainable Global Core Equity ETF

Cboe: EMZA

Listed September 08, 2022

The investment objective of Emerge EMPWR Sustainable Global Core Equity ETF (the Fund) is to seek long-term growth of capital.

We seek to achieve this objective by investing primarily in equity securities of issuers anywhere in the world that meet the Emerge ETFs Sustainability investment criteria.

The investment objectives of the Emerge ETF can only be changed with the approval of a majority of the unit holders at a meeting called for such purpose.

In order to achieve its investment objective, this Emerge ETF invests at least 80% of its net assets in equity securities of issuers anywhere in the world, including emerging market countries, that, at the time of investment, meet the Emerge ETFs Sustainability investment criteria. The Emerge ETF may invest in the securities of issuers of all capitalizations but intends to invest primarily in securities of large-capitalization issuers.

Equity securities include common stocks, partnership interests, business trust securities, and other equity investments or ownership interests in business enterprises. The Emerge ETF may also obtain exposure to equity securities by investing in ADRs.

Zevin employs a multidisciplinary investment process that combines fundamental research and global macro considerations to identify securities for investment that it believes have the potential to outperform and minimize significant losses in declining markets. Because Zevin seeks to identify securities for investment that have the potential to outperform and minimize significant losses in declining markets, the Emerge ETF may underperform the broader market during periods of rising markets. Zevin identifies securities to be sold for several reasons, including when there are more attractive opportunities or where the original investment thesis for a company is no longer valid.

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About Emerge Capital Management

Emerge was founded in 2016 by Lisa Lake Langley on the belief that relationships at every level, including investment managers, our valued distribution partners, and the advisors we advocate for, are the driving force of our rapidly changing industry. Emerge strives to help investors broaden their investment perspective through innovative, diverse, and sustainable investment solutions.

Our team of dedicated experts is committed to helping propel advisory talent, especially among those most underrepresented in the industry, through strong DE&I initiatives. We also take the initiative to develop investment strategies in funds and companies with high levels of social governance and strong sustainability practices.

We provide access to actively managed investment strategies and advisory support. With the investment industry ever-evolving, staying up to date can be challenging which is why we have helped over 1000 advisors gain access to top-tier investment strategies through our distribution partners and our EMPWR Emerging Manager Platform.

Emerge Capital Management is a team of experts focused on opening new doors for emerging investment managers who meet our stringent standards by serving as a resource and an advocate on all levels. We are committed to empowering high-caliber investment managers by providing both guidance and distribution expertise. From infrastructure and due diligence to product development, we provide a full array of go-to-market services.

https://emergecm.com/