The Emerge Managed ESG Equity ETF (EMZA) is managed by Emerge Capital Management Inc. (Emerge or the Advisor). Under normal market conditions, EMZA invests at least 80% of its net assets in equity securities that meet environmental, social, and governance (ESG) criteria established by Emerge. The fund primarily focuses on equity securities, including common stock, preferred stock, convertible securities, depositary receipts, and other instruments linked to the value of common stock. EMZA provides exposure to investments tied to at least three different countries, with a minimum of 40% of its net assets invested in countries or regions outside the United States. The fund may also invest in emerging markets countries and large capitalization issuers. Emerge uses a multidisciplinary investment process, combining fundamental research and global macro considerations to identify securities that have the potential to outperform the market and minimize losses in declining markets. Additionally, Emerge incorporates ESG factors into its security selection process, employing proprietary ESG criteria and third-party data providers to assess the ESG performance of companies. EMZA may exclude companies deriving significant revenues from certain industries, such as biological and chemical weapons, thermal coal extraction, gambling, adult entertainment, tobacco production, and recreational cannabis, based on negative screening criteria. The fund may also adjust its exposure to issuers with high ESG risk ratings as determined by third-party data providers. EMZA is an actively managed ETF that does not aim to replicate the performance of a specific index.
Although the primary focus of the Emerge Environmental, Social, and Governance Impact ETF (EMZA) may not be on dividends, it still reflects the dividend distribution of its underlying equity securities that meet ESG criteria established by Emerge Capital Management Inc. EMZA predominantly invests in equity securities, including common stock, preferred stock, and securities convertible into common stock. Dividend distributions are subject to the individual dividend policies and performances of the companies in which EMZA invests, with the fund aiming to provide exposure to investments economically tied to at least three different countries, including the United States. As an actively managed ETF, EMZA seeks to align with ESG principles while potentially offering capital appreciation and some level of dividend returns to investors.
EMZA seeks to track an investment strategy rooted in environmental, social, and governance (ESG) principles established by Emerge Capital Management Inc. The fund primarily invests in equity securities, including common stock, preferred stock, and securities convertible into common stock, aligning with Emerge's ESG criteria. EMZA's portfolio is diversified across multiple countries, with a focus on economically tied or located investments outside the United States, including emerging markets. Zevin Asset Management, LLC employs a multidisciplinary approach to select securities that aim to outperform in both favorable and declining markets, incorporating ESG factors as part of the selection process. Emerge's proprietary ESG framework and third-party data providers guide the fund's investments, applying negative screens and governance-related risk ratings to assess companies' ESG credentials. EMZA is an actively managed ETF, emphasizing ESG principles without seeking to replicate a specific index.
The correlation aspect of the Emerge Zevin ESG International Equity ETF (EMZA) is centered around its investment strategy based on environmental, social, and governance (ESG) criteria. EMZA seeks to align its portfolio with companies that meet these criteria while providing exposure to economically diverse countries. While specific correlations with market indices may vary, EMZA's focus on global ESG factors can lead to unique correlations with companies and industries that prioritize sustainability and responsible business practices. To delve deeper into EMZA's correlations and explore its holdings, investors can utilize the ETF Insider web app, which offers comprehensive insights and visualizations, allowing for a better understanding of its performance and the overlap between ESG and international equities.
Under normal market conditions, the EMZA ETF invests at least 80% of its net assets in equity securities that meet the environmental, social, and governance (ESG) criteria established by Emerge Capital Management Inc. The fund predominantly focuses on equity securities, including common stock, preferred stock, and securities convertible into common stock, providing exposure to investments economically tied to at least three different countries, including the United States, and at least 40% in countries or regions outside the United States. EMZA also considers ESG factors within its securities selection process, employing a multidisciplinary investment process that combines fundamental research and global macro considerations to identify securities with potential for outperformance while minimizing losses. The fund's commitment to ESG criteria makes it a compelling choice for investors seeking responsible investment opportunities.
The exposure characteristic of the EMZA ETF, managed by Emerge Capital Management Inc., is centered around investing in equity securities that meet environmental, social, and governance (ESG) criteria. EMZA predominantly focuses on equity securities, including common stocks, preferred stocks, and securities convertible into common stock, that align with its ESG standards. Moreover, the fund provides exposure to investments across at least three different countries, including the United States, with a significant portion allocated to countries or regions outside the U.S. In its security selection process, EMZA incorporates a proprietary ESG framework and third-party ESG research, ratings, and analytics to identify securities that meet its ESG investment criteria. This ETF is an actively managed fund, which means it does not aim to replicate the performance of a specific index but instead seeks to outperform while considering ESG factors.
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