The EMERGE Global Clean Energy ETF (EMCH) is offered by Emerge Capital Management Inc. as its issuer. Established with a focus on environmental, social, and governance (ESG) criteria, EMCH invests at least 80% of its net assets in equity securities of issuers located in emerging markets countries that meet the specified ESG standards. The fund considers countries defined as emerging or developing economies by international institutions such as the World Bank, the International Finance Corporation, or the United Nations. It may also consider countries included in JP Morgan, MSCI, or FTSE emerging markets indices as emerging market countries. The EMCH ETF is actively managed and aims to provide investors with exposure to clean energy and sustainable investment opportunities in emerging markets while aligning with ESG principles. Emerge Capital Management Inc. incorporates ESG factors and third-party data to assess and screen investments in pursuit of its investment objectives.
While EMCH, the Emerge Market Cap High Dividend Yield ETF, primarily focuses on investing in equity securities of issuers located in emerging markets countries that meet certain ESG criteria, it also offers dividend potential to its investors. Under normal market conditions, EMCH allocates at least 80% of its net assets to such equities. The ETF typically distributes dividends on a periodic basis, influenced by the dividend policies and performances of the constituent companies within its portfolio. Although EMCH may have a focus on growth opportunities and ESG considerations, investors can expect some level of dividend income alongside the potential for capital appreciation.
EMCH, the Emerging Markets ESG Equity ETF, primarily focuses on tracking emerging market countries' equity securities that meet specific environmental, social, and governance (ESG) criteria as determined by Emerge Capital Management Inc., the fund's advisor. This ETF invests at least 80% of its net assets in such equities, while also considering countries classified as emerging markets by international authorities or included in major emerging market indices like JP Morgan, MSCI, or FTSE. Channing Global Advisors, the fund's sub-advisor, employs a proprietary screening process and fundamental research to identify companies within emerging markets that offer attractive growth opportunities aligned with secular and tactical themes. They seek high-quality growth companies with undervalued earnings and cash-flow growth potential. EMCH also incorporates ESG factors into its security selection process, utilizing third-party data providers for ESG research, ratings, and analytics. The fund applies negative screening criteria, excluding companies with substantial involvement in specific industries, and evaluates governance-related risks to assess a company's ESG risk rating. EMCH is an actively managed ETF, not seeking to replicate a specific index, allowing it to adapt its portfolio based on its investment objectives and criteria.
The correlation aspect of the EMERGE ESG EM Large Cap ETF (EMCH) primarily revolves around its focus on investing in emerging market countries with a strong emphasis on environmental, social, and governance (ESG) criteria as determined by Emerge Capital Management Inc. Being an actively managed ETF, EMCH's correlation with traditional market benchmarks may vary over time, as it seeks to identify companies that align with its thematic growth opportunities, ESG standards, and quality and growth metrics. Investors interested in understanding how EMCH's ESG-focused investment strategy correlates with broader market trends can utilize ETF Insider's web app to access comprehensive data and visualizations that shed light on potential overlaps and diversification benefits within their portfolios.
The EMCH ETF focuses on investing in equity securities of issuers located in emerging market countries that meet environmental, social, and governance (ESG) criteria established by Emerge Capital Management Inc. This ETF's investments are predominantly in equity securities, including common and preferred stock, convertible securities, depositary receipts, and instruments linked to common stock values. EMCH also considers investments in Chinese companies through variable interest entities (VIEs) that provide exposure to sectors restricted to foreign investments in China. The fund is non-diversified and actively managed, with a focus on identifying high-quality growth companies poised for excess returns based on thematic growth opportunities and ESG factors.
The exposure characteristic of the EMCH ETF, managed by Emerge Capital Management Inc., is centered on emerging market countries that meet specific environmental, social, and governance (ESG) criteria. This ETF primarily invests in equity securities of issuers located in emerging markets, as defined by various international institutions and criteria, and its portfolio may include companies of all capitalization sizes. EMCH aims to provide investors with access to companies positioned to benefit from favorable secular and tactical themes within emerging markets, utilizing a proprietary fundamental data screening and research process. ESG factors also play a crucial role in the selection process, with a focus on excluding companies involved in certain controversial activities, such as biological and chemical weapons, thermal coal extraction, and more. For those seeking exposure to emerging markets while aligning with ESG principles, EMCH offers a tailored investment approach.
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5 min readThe EMCH ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the EMCH ETF.
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ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
