Eventide Announces Launch of Three New Systematic ETFs (NYSE Arca: ESLG, ESLV, ESSC)
Eventide Asset Management has launched three new systematic ETFs trading on NYSE Arca: the Eventide Large Cap Growth ETF (ESLG), Eventide Large Cap Value ETF (ESLV), and Eventide Small Cap ETF (ESSC). These ETFs utilize Eventide's proprietary Business 360® methodology, combining faith-based values with passive investment benefits in an active strategy.
The ETFs are managed by Chris Grogan, CFA and Tyler Frugia, tracking different benchmarks: ESLG follows the Bloomberg US 1000 Growth Total Return Index, ESLV tracks the Bloomberg US 1000 Value Total Return Index, and ESSC aligns with the Bloomberg US 2000 Total Return Index. The funds aim to optimize portfolios while maintaining alignment with benchmark factors like beta, style, and sector exposure.
Eventide Asset Management ha lanciato tre nuovi ETF sistematici quotati sul NYSE Arca: l'Eventide Large Cap Growth ETF (ESLG), l'Eventide Large Cap Value ETF (ESLV) e l'Eventide Small Cap ETF (ESSC). Questi ETF utilizzano la metodologia proprietaria Business 360® di Eventide, combinando valori basati sulla fede con i benefici degli investimenti passivi in una strategia attiva. Gli ETF sono gestiti da Chris Grogan, CFA e Tyler Frugia, tracciando benchmark differenti: ESLG segue l'Bloomberg US 1000 Growth Total Return Index, ESLV segue l'Bloomberg US 1000 Value Total Return Index, e ESSC è allineato con l'Bloomberg US 2000 Total Return Index. I fondi mirano a ottimizzare i portafogli mantenendo l'allineamento con i fattori di benchmark come beta, stile e esposizione settoriale.
Eventide Asset Management ha lanzado tres nuevos ETF sistemáticos que cotizan en NYSE Arca: el Eventide Large Cap Growth ETF (ESLG), el Eventide Large Cap Value ETF (ESLV) y el Eventide Small Cap ETF (ESSC). Estos ETF utilizan la metodología propietaria Business 360® de Eventide, que combina valores basados en la fe con los beneficios de la inversión pasiva en una estrategia activa. Los ETF están gestionados por Chris Grogan, CFA y Tyler Frugia, y siguen diferentes índices de referencia: ESLG sigue el Bloomberg US 1000 Growth Total Return Index, ESLV sigue el Bloomberg US 1000 Value Total Return Index, y ESSC se alinea con el Bloomberg US 2000 Total Return Index. Los fondos buscan optimizar las carteras manteniendo la alineación con factores de índice como beta, estilo y exposición sectorial.
Eventide Asset Management은 NYSE Arca에서 거래되는 세 가지 새로운 체계 ETF를 출시했습니다: Eventide Large Cap Growth ETF (ESLG), Eventide Large Cap Value ETF (ESLV), 및 Eventide Small Cap ETF (ESSC). 이 ETF들은 Eventide의 독점 Business 360® 방법론을 활용하여 신앙 기반 가치와 수동 투자 이점을 적극적 전략과 결합합니다. ETF는 Chris Grogan, CFA 및 Tyler Frugia가 관리하며 서로 다른 벤치마크를 추적합니다: ESLG는 Bloomberg US 1000 Growth Total Return Index를, ESLV는 Bloomberg US 1000 Value Total Return Index를, 그리고 ESSC는 Bloomberg US 2000 Total Return Index와 연계됩니다. 이 펀드들은 베타, 스타일 및 섹터 노출과 같은 벤치마크 요소와의 일치를 유지하면서 포트폴리오를 최적화하는 것을 목표로 합니다.
Eventide Asset Management a lancé trois nouveaux ETF systématiques cotés sur le NYSE Arca : l'Eventide Large Cap Growth ETF (ESLG), l'Eventide Large Cap Value ETF (ESLV) et l'Eventide Small Cap ETF (ESSC). Ces ETF utilisent la méthodologie propriétaire Business 360® d'Eventide, combinant des valeurs fondées sur la foi avec les avantages de l'investissement passif dans une stratégie active. Les ETF sont gérés par Chris Grogan, CFA et Tyler Frugia, et suivent des benchmarks différents : ESLG suit l'Bloomberg US 1000 Growth Total Return Index, ESLV suit l'Bloomberg US 1000 Value Total Return Index, et ESSC s'aligne sur l'Bloomberg US 2000 Total Return Index. Les fonds visent à optimiser les portefeuilles tout en restant alignés avec des facteurs de référence tels que le bêta, le style et l'exposition sectorielle.
Eventide Asset Management hat drei neue systematische ETFs angekündigt, die an der NYSE Arca gehandelt werden: den Eventide Large Cap Growth ETF (ESLG), den Eventide Large Cap Value ETF (ESLV) und den Eventide Small Cap ETF (ESSC). Diese ETFs nutzen die proprietäre Business 360®-Methodik von Eventide und kombinieren wertorientierte Werte mit den Vorteilen passiven Investierens in einer aktiven Strategie. Die ETFs werden von Chris Grogan, CFA und Tyler Frugia verwaltet und verfolgen unterschiedliche Benchmarks: ESLG folgt dem Bloomberg US 1000 Growth Total Return Index, ESLV dem Bloomberg US 1000 Value Total Return Index und ESSC dem Bloomberg US 2000 Total Return Index. Die Fonds zielen darauf ab, Portfolios zu optimieren und gleichzeitig im Einklang mit Benchmark-Faktoren wie Beta, Stil und Sektorexposure zu bleiben.
أعلنت Eventide Asset Management عن إطلاق ثلاثة صناديق استثمارية متداولة بنهج منهجي جديدة تتداول في NYSE Arca: Eventide Large Cap Growth ETF (ESLG)، Eventide Large Cap Value ETF (ESLV)، وEventide Small Cap ETF (ESSC). تستخدم هذه الصناديق المنهجية الحصرية Business 360® من Eventide، وتجمع القيم المستندة إلى الإيمان مع مزايا الاستثمار السلبي في استراتيجية نشطة. تديرها Chris Grogan, CFA وTyler Frugia، وتتبع مؤشرات مرجعية مختلفة: ESLG يتتبع Bloomberg US 1000 Growth Total Return Index، ESLV يتتبع Bloomberg US 1000 Value Total Return Index، وESSC يتوافق مع Bloomberg US 2000 Total Return Index. تهدف الصناديق إلى تحسين المحافظ مع الحفاظ على التوافق مع عوامل الأساس مثل البيتا والأسلوب والت曝光 القطاعي.
Eventide Asset Management 已在 NYSE Arca 推出三只新的系统性 ETF:Eventide Large Cap Growth ETF (ESLG)、Eventide Large Cap Value ETF (ESLV) 和 Eventide Small Cap ETF (ESSC)。这些 ETF 采用 Eventide 的专有 Business 360® 方法,将基于信仰的价值观与被动投资的好处结合在一个主动策略中。该基金由 Chris Grogan, CFA 与 Tyler Frugia 管理,分别跟踪不同的基准:ESLG 跟踪 Bloomberg US 1000 Growth Total Return Index,ESLV 跟踪 Bloomberg US 1000 Value Total Return Index,ESSC 则与 Bloomberg US 2000 Total Return Index 对齐。基金旨在在保持与基准因素(如贝塔、风格和行业暴露)一致的同时,优化投资组合。
- Expansion of ETF product lineup with three new systematic funds
- Integration of proprietary Business 360® methodology for comprehensive company assessment
- Competitive fee structure with benchmark-aligned risk and returns
- Diversification across different market segments (growth, value, and small-cap)
- New funds with limited operating history
- Performance may underperform broader market due to values-based investment restrictions
"After the successful launch of our first systematic ETF, Eventide US Market ETF (ESUM), we are very excited to offer these three new ETF solutions to investors seeking broad market exposure with Eventide's Business 360® expertise."
- Chris Grogan, CFA, Co-Portfolio Manager for Eventide's systematic ETFs
Eventide's systematic ETFs offer an uncompromising adherence to faith-based values while seeking to provide the benefits of a passive investment style within an active strategy. We achieve this by filtering all potential investments through our rigorous Business 360® methodology, targeting companies which demonstrate good products and practices. Businesses which meet these standards make up a distilled investable universe. We use quantitative risk modeling and testing to optimize the portfolio, seeking to closely align with benchmark factors like beta (market sensitivity), style, and sector while only selecting from this refined investment universe. These ETFs are not index funds and Eventide is not required to purchase any specific securities or amount of securities included in each Fund's benchmark.
ESLG's benchmark is the Bloomberg US 1000 Growth Total Return Index1; ESLV's benchmark is the Bloomberg US 1000 Value Total Return Index; 2 and ESSC's benchmark is the Bloomberg US 2000 Total Return Index.3
Why choose Eventide Systematic ETFs?
Eventide's unique differentiator in its investment process is Business 360®. It combines data and human discernment with investment excellence. This proprietary framework evaluates both a company's long-term competitive advantage and its impact on human flourishing through a comprehensive assessment. This includes reviewing the products the company offers as well as an appraisal of their business practices. It is a holistic, 360-degree assessment of the company's value creation and value extraction.
ESLG, ESLV, and ESSC are managed by Chris Grogan, CFA, Director of Asset Allocation Services, and Tyler Frugia, Head of Portfolio Analytics. Mr. Grogan has been an essential thought-leader in the development of Eventide's systematic framework, and Mr. Frugia helped develop key components of Eventide's Business 360® process.
Eventide's systematic strategies offer access to rigorous faith-based investing at competitive fees, with risk and returns that seek to track each Fund's benchmark.
Important Information
1The Bloomberg US 1000 Growth Total Return Index is a float market-cap weighted benchmark comprised of companies within the Bloomberg US 1000 Index with the highest growth factor scores based on their earnings yield, valuation, dividend yield, and growth. Investors cannot invest directly in an index, and unmanaged index returns do not reflect any fees, expenses or sales charges.
2The Bloomberg US 1000 Value Total Return Index is a float market-cap weighted benchmark comprised of companies within the Bloomberg US 1000 Index with the highest value factor scores based on their earnings yield, valuation, dividend yield, and growth. Investors cannot invest directly in an index, and unmanaged index returns do not reflect any fees, expenses or sales charges.
3The Bloomberg US 2000 Total Return Index is a float market-cap-weighted benchmark comprised of the lower 2,000 companies, rated by market capitalization, of the Bloomberg US 3000 Index. Investors cannot invest directly in an index, and unmanaged index returns do not reflect any fees, expenses or sales charges.
Eventide Asset Management, LLC ("Eventide") is the investment adviser for the ETFs. Investing in securities involves risk, including the possible loss of principal. There is no guarantee that any investment strategy will achieve its objective, generate profits, or avoid losses. Eventide's values-based approach to investment may not produce the desired results and could result in underperformance compared to other investments. References to Eventide's Business 360® approach is provided for illustrative purposes only and indicates a general framework of guiding principles that inform Eventide's overall research process. The ETFs are new and have a limited history of operation for investors to evaluate.
Eventide uses its trademark "Investing that makes the world rejoice®" in a figurative manner to help explain its focus on serving investors by helping them improve the world.
Investors should consider the investment objectives, risks, charges, and expenses of the Funds carefully before investing. To obtain each Fund's prospectus, summary prospectus, and statement of additional information, which contain this and other information, please visit the literature section of www.EventideETFs.com or contact your financial representative. Please read the prospectus carefully before investing.
The Eventide ETFs are distributed by Foreside Fund Services, LLC ("Foreside"). Foreside is a separate entity from, and not affiliated with, Eventide.
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SOURCE Eventide Asset Management