Matthews Emerging Markets Sustainable Future Active ETF (EMSF)

Overview

The Matthews Emerging Markets Sustainable Future Active ETF is an actively managed fund focusing on companies in emerging markets that demonstrate sustainable business practices and contribute to a positive future. It seeks long-term capital appreciation by investing in companies demonstrating environmental, social, and governance (ESG) leadership.

Reputation and Reliability

Matthews Asia is known for its expertise and long-standing presence in Asian and emerging markets investing. They have a solid reputation for specializing in these regions.

Management Expertise

The management team has extensive experience in emerging market equities and sustainable investing, combining financial analysis with ESG considerations.

Goal

To seek long-term capital appreciation by investing in emerging market companies that exhibit sustainable business practices.

Investment Approach and Strategy

Strategy: The ETF employs an active management strategy, selecting companies based on their ESG profiles and growth potential.

Composition The ETF primarily holds stocks of companies located in emerging market countries across various sectors.

Market Share: Data not available to calculate market share.

Total Net Assets (AUM): Data not available for the total assets under management.

Key Competitors

• iShares ESG Aware MSCI EM ETF (ESGE)
• Vanguard ESG Emerging Markets Stock ETF (VWO)
• Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF (EEML)

Competitive Landscape

The emerging markets ESG ETF space is becoming increasingly competitive. Matthews distinguishes itself with its active management and dedicated focus on sustainable practices. Competitors offer lower expense ratios due to passive indexing, but Matthews aims to outperform through stock selection.

Historical Performance: Historical performance data not available due to the newness of the ETF.

Benchmark Comparison: Benchmark comparison not applicable at this time due to limited historical data.

Expense Ratio: 0.85

Average Trading Volume

Average trading volume is not available due to the ETF's recent launch.

Bid-Ask Spread

Bid-ask spread data is not available due to the ETF's recent launch, but can be expected to normalize as trading volume increases.

Market Environment Factors

Emerging markets growth, ESG investing trends, and global economic conditions are key factors influencing the ETF's performance.

Growth Trajectory

The ETF's growth trajectory is dependent on the increasing demand for sustainable investments in emerging markets and its ability to deliver strong risk-adjusted returns through active management.

Competitive Edge

Matthews Emerging Markets Sustainable Future Active ETF differentiates itself through active management, allowing for focused selection of companies with strong ESG profiles and growth potential. Its dedicated approach to sustainable investing and experienced management team may allow for superior risk-adjusted returns. The focus on specific ESG factors enables the ETF to potentially capitalize on emerging market companies that are leaders in sustainable practices. Their expertise in emerging markets adds further competitive advantage.

Volatility

Volatility data is not available due to the ETF's recent launch.

Market Risk

The ETF is exposed to risks inherent in emerging markets, including political instability, currency fluctuations, and economic volatility. ESG factors may also impact stock selection and potentially affect performance.

Ideal Investor Profile

The ideal investor is a long-term investor seeking exposure to emerging market equities with a focus on sustainable and responsible investing. Investors who are willing to pay a higher expense ratio for active management and ESG integration may find this ETF attractive.

Market Risk

The ETF is suitable for long-term investors who prioritize ESG factors and are comfortable with the risks associated with emerging markets.

The Matthews Emerging Markets Sustainable Future Active ETF is an actively managed fund focused on sustainable emerging market companies. It offers investors exposure to emerging markets while aligning their investments with ESG principles. The fundu2019s active management strategy aims to identify companies with strong ESG profiles and growth potential. While the expense ratio is relatively high, the fund seeks to outperform passively managed ESG emerging market ETFs through stock selection. It's best suited for long-term investors comfortable with emerging market volatility and the costs associated with active management.

Data Sources:

• Matthews Asia Website
• ETF.com
• Morningstar

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.