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Upturn AI SWOT - About
Matthews Emerging Markets Sustainable Future Active ETF (EMSF)
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Upturn Advisory Summary
08/14/2025: EMSF (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -5.28% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 21.56 - 28.73 | Updated Date 06/28/2025 |
52 Weeks Range 21.56 - 28.73 | Updated Date 06/28/2025 |
Upturn AI SWOT
Matthews Emerging Markets Sustainable Future Active ETF
ETF Overview
Overview
The Matthews Emerging Markets Sustainable Future Active ETF (EMSF) focuses on long-term capital appreciation by investing in emerging market companies demonstrating sustainable business practices and future growth potential.
Reputation and Reliability
Matthews Asia is a reputable investment manager specializing in Asia and emerging markets, with a long track record of expertise in the region.
Management Expertise
The management team possesses extensive experience in emerging market investing, with a focus on sustainable and responsible investment strategies.
Investment Objective
Goal
To seek long-term capital appreciation by investing in equity securities of companies located in emerging markets that demonstrate sustainable business practices.
Investment Approach and Strategy
Strategy: EMSF is an actively managed ETF that doesn't track a specific index but uses a fundamental, bottom-up approach to identify companies with strong ESG profiles and growth prospects.
Composition The ETF holds a portfolio of stocks primarily from emerging markets, selected based on their sustainability metrics and growth potential.
Market Position
Market Share: Data unavailable for this ETF.
Total Net Assets (AUM): 46300000
Competitors
Key Competitors
- iShares ESG Aware MSCI EM ETF (ESGE)
- Vanguard ESG Emerging Markets Stock ETF (VESE)
- Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF (EASG)
Competitive Landscape
The ETF industry is highly competitive, with several passive and active ESG-focused emerging market ETFs. EMSF differentiates itself through its active management and focus on identifying sustainable businesses, potentially leading to outperformance but also higher fees. Passive funds ESGE, VESE and EASG may offer lower expenses with broad exposure.
Financial Performance
Historical Performance: Historical performance data is unavailable in this structured format. Please refer to financial websites.
Benchmark Comparison: Benchmark comparison data is unavailable in this structured format. Please refer to financial websites.
Expense Ratio: 0.85
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, indicated by average trading volumes.
Bid-Ask Spread
The bid-ask spread is relatively tight, indicating efficient trading costs.
Market Dynamics
Market Environment Factors
Emerging market growth, sustainability trends, and global economic conditions influence EMSF's performance.
Growth Trajectory
EMSF's growth depends on its ability to identify sustainable businesses with long-term growth potential within the emerging markets.
Moat and Competitive Advantages
Competitive Edge
EMSF distinguishes itself through active management, focusing on identifying companies with sustainable business practices. Their bottom-up approach allows for deeper analysis of ESG factors compared to passive strategies. The fund's active nature also enables quick adjustments to market changes. Matthews Asia's expertise in emerging markets lends a unique advantage.
Risk Analysis
Volatility
EMSF's volatility mirrors that of emerging markets, which tend to be more volatile than developed markets.
Market Risk
EMSF is subject to emerging market risks, including political instability, currency fluctuations, and regulatory changes.
Investor Profile
Ideal Investor Profile
The ideal investor for EMSF is one who seeks long-term capital appreciation, is comfortable with emerging market volatility, and prioritizes sustainable investing.
Market Risk
EMSF is best suited for long-term investors who are willing to accept higher risk for potentially higher returns.
Summary
Matthews Emerging Markets Sustainable Future Active ETF (EMSF) is an actively managed fund focusing on sustainable business practices in emerging markets. It targets long-term capital appreciation through a bottom-up investment approach. The fund is subject to emerging market risks and offers a potential avenue for investors looking for both financial returns and positive social impact. EMSF differentiates itself through active stock selection and deep ESG analysis.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Matthews Asia Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on available information and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Matthews Emerging Markets Sustainable Future Active ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of companies of any market capitalization located in emerging market countries that satisfy one or more of the fund"s environmental, social and governance ("ESG") standards. The fund is non-diversified.
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