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The funds will be immediately available through several existing agreements with wealth-oriented broker-dealers, registered investment advisors (RIAs) and institutions that have provided their invaluable support to our expansion in the region.
The ESG Fund is the ESG variant of another existing strategy managed by White Oak. The ESG Fund was authorised by the Central Bank of Ireland.
This range of ETFs aims to support investors seeking to minimise their exposure to climate risks by reducing carbon emissions in line with the Paris Agreement requirements.
Most European households do not save directly in capital market instruments. The main reason for this is that many people are risk-averse and unaware of the potential returns generated by investment in securities and investment funds.
Since the launch of the UCITS, the fund has annualised 8.1% with a volatility of 5.8%. This is consistent with the strategies long term track record of 10.3% annualised return with a 7.3% volatility.
The ‘Summit Partners Sustainable Opportunities L/S Equity Fund’ with over $53 million in AUM and the ‘Easterly US Value Equity Fund’ with over $45 million in AUM as of 30 June 2021.
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