Emerge EMPWR Mutual Fund Series
Do you have questions?
About EMPWR
Why focus on
Women Portfolio Managers?
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 seeks to break down these barriers by supporting exceptional women.
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.
Our Sub-Advisors: Emerge EMPWR Mutual Funds
Catherine Faddis CEO/CIO, Grace Capital
EMPWR Sustainable Select Growth Equity
Catherine Avery CEO/CIO, Catherine Avery Investment Management
EMPWR Sustainable Dividend Equity
Jane Li Portfolio Manager, Zevin Asset Management
EMPWR Sustainable Global Core Equity
Josephine Jimenez, Managing Director, PM, Channing Global Advisors
EMPWR Sustainable Emerging Markets Equity
SERIES A
Emerge EMPWR Unified Sustainable Equity
ECI1100
A global manager of managers fund approach to all EMPWR strategies. This ETF primarily invests in equity securities of issuers anywhere in the world that meets the EMPWR ETF’s sustainable investment criteria.
Emerge EMPWR Sustainable Dividend Equity
ECI700
Emerge EMPWR Large Cap Dividend Sustainability ETF seeks to achieve a long-term total return and current income by investing primarily in equity securities of U.S. large capitalization issuers that meet the Emerge ETF’s Sustainability investment criteria.
Emerge EMPWR Select Growth Equity
ECI800
EMPWR Sustainable Growth Equity ETF seeks to achieve long-term growth of capital by investing primarily, under normal circumstances, in equity securities of U.S. mid-capitalization issuers that meet the Emerge ETF’s Sustainability investment criteria.
Emerge EMPWR Sustainable Global Core Equity
ECI900
EMPWR Sustainable Global Core ETF seeks to achieve long-term growth of capital by investing primarily, under normal circumstances, in equity securities of issuers anywhere in the world that meet the Emerge ETF’s Sustainability investment criteria.
Emerge EMPWR Sustainable Emerging Markets Equity
ECI1000
EMPWR Sustainable Emerging Markets ETF seeks to achieve long-term growth of capital by investing primarily in equity securities of issuers in emerging market countries that meet the Emerge ETF’s Sustainability investment criteria.
SERIES F
Emerge EMPWR Unified Sustainable Equity
ECI1110
A global manager of managers fund approach to all EMPWR strategies. This ETF primarily invests in equity securities of issuers anywhere in the world that meets the EMPWR ETF’s sustainable investment criteria.
Emerge EMPWR Sustainable Dividend Equity
ECI710
Emerge EMPWR Large Cap Dividend Sustainability ETF seeks to achieve a long-term total return and current income by investing primarily in equity securities of U.S. large capitalization issuers that meet the Emerge ETF’s Sustainability investment criteria.
Emerge EMPWR Select Growth Equity
ECI810
EMPWR Sustainable Growth Equity ETF seeks to achieve long-term growth of capital by investing primarily, under normal circumstances, in equity securities of U.S. mid-capitalization issuers that meet the Emerge ETF’s Sustainability investment criteria.
Emerge EMPWR Sustainable Global Core Equity
ECI910
EMPWR Sustainable Global Core ETF seeks to achieve long-term growth of capital by investing primarily, under normal circumstances, in equity securities of issuers anywhere in the world that meet the Emerge ETF’s Sustainability investment criteria.
Emerge EMPWR Sustainable Emerging Markets Equity
ECI1010
EMPWR Sustainable Emerging Markets ETF seeks to achieve long-term growth of capital by investing primarily in equity securities of issuers in emerging market countries that meet the Emerge ETF’s Sustainability investment criteria.
SERIES O
Emerge EMPWR Unified Sustainable Equity
ECI1120
A global manager of managers fund approach to all EMPWR strategies. This ETF primarily invests in equity securities of issuers anywhere in the world that meets the EMPWR ETF’s sustainable investment criteria.
Emerge EMPWR Sustainable Dividend Equity
ECI720
Emerge EMPWR Large Cap Dividend Sustainability ETF seeks to achieve a long-term total return and current income by investing primarily in equity securities of U.S. large capitalization issuers that meet the Emerge ETF’s Sustainability investment criteria.
Emerge EMPWR Select Growth Equity
ECI820
EMPWR Sustainable Growth Equity ETF seeks to achieve long-term growth of capital by investing primarily, under normal circumstances, in equity securities of U.S. mid-capitalization issuers that meet the Emerge ETF’s Sustainability investment criteria.
Emerge EMPWR Sustainable Global Core Equity
ECI920
EMPWR Sustainable Global Core ETF seeks to achieve long-term growth of capital by investing primarily, under normal circumstances, in equity securities of issuers anywhere in the world that meet the Emerge ETF’s Sustainability investment criteria.
Emerge EMPWR Sustainable Emerging Markets Equity
ECI1020
EMPWR Sustainable Emerging Markets ETF seeks to achieve long-term growth of capital by investing primarily in equity securities of issuers in emerging market countries that meet the Emerge ETF’s Sustainability investment criteria.
SERIES D
Emerge EMPWR Unified Sustainable Equity
ECI1130
A global manager of managers fund approach to all EMPWR strategies. This ETF primarily invests in equity securities of issuers anywhere in the world that meets the EMPWR ETF’s sustainable investment criteria.
Emerge EMPWR Sustainable Dividend Equity
ECI730
Emerge EMPWR Large Cap Dividend Sustainability ETF seeks to achieve a long-term total return and current income by investing primarily in equity securities of U.S. large capitalization issuers that meet the Emerge ETF’s Sustainability investment criteria.
Emerge EMPWR Select Growth Equity
ECI830
EMPWR Sustainable Growth Equity ETF seeks to achieve long-term growth of capital by investing primarily, under normal circumstances, in equity securities of U.S. mid-capitalization issuers that meet the Emerge ETF’s Sustainability investment criteria.
Emerge EMPWR Sustainable Global Core Equity
ECI930
EMPWR Sustainable Global Core ETF seeks to achieve long-term growth of capital by investing primarily, under normal circumstances, in equity securities of issuers anywhere in the world that meet the Emerge ETF’s Sustainability investment criteria.
Emerge EMPWR Sustainable Emerging Markets Equity
ECI1030
EMPWR Sustainable Emerging Markets ETF seeks to achieve long-term growth of capital by investing primarily in equity securities of issuers in emerging market countries that meet the Emerge ETF’s Sustainability investment criteria.
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.
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.
