The Emerge Capital Management ESG Equity ETF (EMCA) is a fund with a strong focus on environmental, social, and governance (ESG) criteria. Emerge Capital Management Inc. serves as the advisor for this ETF, and it adheres to a bottom-up research process to identify dividend-paying equity securities that meet their ESG standards. EMCA predominantly invests in U.S. equity securities, with a preference for large capitalization issuers. Additionally, Emerge applies negative screening criteria, excluding companies deriving 20% or more of their revenues from certain industries, such as biological and chemical weapons, thermal coal extraction, gambling, adult entertainment, tobacco production, and recreational cannabis. The fund aims to align investor objectives with ESG principles while actively managing its portfolio, distinguishing it from passively managed ETFs.
Under normal market conditions, the Fund invests at least 80% of its net assets in dividend-paying equity securities that meet the environmental, social, and governance (ESG) criteria established by Emerge Capital Management Inc. The Fund primarily focuses on U.S. equity securities, including common stock, preferred stock, securities convertible into common stock, American Depositary Receipts, and other instruments linked to common stock values. While the Fund may invest in issuers of various capitalization sizes, its primary focus is on large capitalization issuers. Catherine Avery Investment Management LLC (CAIM LLC), the Sub-Advisor, employs a bottom-up research approach to select equity securities with the potential for future dividend growth. CAIM LLC utilizes a proprietary screening process that identifies companies with strong balance sheets, above-average cash flow per share, a history of dividend payments, and the ability to increase dividends over time. The Sub-Advisor recommends buying securities meeting these criteria when it perceives them as undervalued and may recommend selling securities for various reasons, including overvaluation or management challenges.
EMCA aims to track an ESG-focused investment strategy crafted by Emerge Capital Management Inc. Under normal market conditions, at least 80% of its assets are invested in dividend-paying equity securities that meet Emerge's environmental, social, and governance (ESG) criteria. The fund primarily focuses on U.S. equity securities, emphasizing large capitalization issuers, and employs a bottom-up research process to identify companies with the potential to increase dividends. Emerge incorporates third-party ESG research, ratings, and analytics, applying negative screening criteria to eliminate certain issuers. EMCA is an actively managed ETF, not tied to a specific index.
The correlation aspect of the Emerge Capital Management ESG Equity ETF (EMCA) is primarily linked to its focus on investing in dividend-paying equity securities that meet environmental, social, and governance (ESG) criteria established by Emerge Capital Management Inc. As EMCA predominantly invests in U.S. equity securities, its correlation with the broader U.S. equity market is expected to be relatively strong. This characteristic makes EMCA a valuable tool for investors seeking to align their investments with ESG principles while maintaining exposure to the U.S. equity market. To delve deeper into EMCA's correlations and understand how it fits within a diversified portfolio, ETF Insider offers a user-friendly web app with insightful visualizations, aiding in comprehensive analysis and identifying potential overlaps with other ETFs and asset classes.
The EMCA Sector ETF primarily focuses on investing in dividend-paying equity securities that meet the environmental, social, and governance (ESG) criteria established by Emerge Capital Management Inc. This ETF predominantly invests in U.S. equity securities, with a preference for large capitalization issuers. The investment approach of the EMCA Sector ETF includes a bottom-up research process to identify companies with the potential to increase dividends in the future, based on favorable balance sheets and cash flow per share. Additionally, the fund incorporates ESG factors into its security selection process, applying negative screening criteria and governance-related risk ratings to align with socially responsible investing principles.
The exposure characteristic of the EMCA ETF (EMCA) is centered around the environmental, social, and governance (ESG) criteria established by Emerge Capital Management Inc. This ETF predominantly invests in U.S. equity securities that meet Emerge''s ESG standards, making it a socially responsible investment choice. EMCA seeks to align investors'' values with their financial goals by selecting companies that demonstrate a commitment to sustainability and responsible business practices.
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