Together the suite of actively managed fixed income ETFs aim to provide investors who prefer exchange traded opportunities a choice of conservative to moderately conservative alternatives to cash, term deposits and hybrid holdings, depending on their risk appetite.

“We are very pleased that Zenith has chosen to attribute this rating to ECOR. It’s a great testament that our fixed income offering is important to the ETF market and indeed the greater exchange tradeable ecosystem in meeting the need of investors who are looking for more easily accessible, transparent and flexible solutions” comments eInvest Managing Director, Camilla Love.

eInvest’s investment management partner, Daintree is co-founded and managed by Mark Mitchell, responsible for credit investments, and Justin Tyler, who specialises in interest rates and currency. Mitchell and Tyler are supported by an experienced team of fixed income experts.

In its report, Zenith commented: “Both portfolio managers have deep experience and skills across credit, interest rates and inflation.”

“Zenith believes the Fund (ECOR) may be suitable for those investors seeking a strategy that pays a regular income stream that is at a premium to cash. From a portfolio perspective, the Fund could potentially be used as an exposure to Australian Fixed Interest, and may blend well with a range of complementary strategies to produce a balanced set of investment outcomes” Zenith said.

ECOR is tradeable through your online broker and accessible via various industry platforms.

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In this newly created role, Mr. Calderwood will be responsible for promoting and expanding the use of active ETFs among Australian financial advisers, against the backdrop of the growing demand for active ETFs from individual investors.

“Tamas is an important addition to eInvest and brings extensive experience and expertise across the industry and Australian market, which will be key to eInvest’s expansion,” said Ms Love.

Ms. Love added: “We are committed to delivering pioneering active ETF solutions in response to the changing needs of clients, and Tamas’ expertise and solid experience will further strengthen our capabilities.”

Mr. Calderwood has spent more than 20 years working with leading investors in Australia and abroad, most recently as a National Manager at BetaShares. Mr. Calderwood said: “I am truly excited to join eInvest and to work with them on the build of the active ETF business in Australia. eInvest’s growth comes at an exciting time for the industry as more and more retail investors seek choice, flexibility and transparency of tradable strategies that are both independently and actively managed.”

Prior to joining eInvest, Mr. Calderwood was most recently the Australian ETF Manager at Beta Shares. Before that, he was vice president of client coverage at index provider, MSCI, and previously held roles at CIBC World Markets, Bloomberg, and ANZ, working in London, New York and Sydney. He has more than 20 years investment experience and holds an MBA from Columbia Business School. He received his undergraduate and Masters degree from the University of Sydney.

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Damien Cottier

eInvest, a distributor of exchange traded managed fund solutions, has launched Australia’s first actively managed ESG exchange traded fund (ETF) .

The new fund, eInvest Future Impact Small Caps Fund (managed fund) (ASX: IMPQ),is also Australia’s first Small Cap Active ESG ETF and is managed by multi-award winning affiliate, Perennial Value Management. The fund aims to provide long-term capital growth by investing in Australian and New Zealand small and mid cap stocks that contribute positively and sustainably to society and the environment.

The founding belief of this new strategy is that investors in environmental, social and governance (“ESG”) portfolios should not have to sacrifice their financial objectives in order to achieve an ESG impact. The fund aims not to compromise on investment returns to achieve social objectives by benchmarking itself against the S&P/ASX Small Ordinaries Accumulation index, and is a well-diversified, actively managed portfolio that may hold up to 70 Australian or New Zealand stocks.

The strategy pursues listed investment opportunities and focuses on companies that take into consideration ESG criteria and/or conduct business in industries which are favourable having regard to ESG criteria. Companies that are misaligned with sustainability practices are excluded, such as those with more than 10% revenue in fossil fuels, alcohol, tobacco, weapons, forestry activities, gambling and unhealthy fast foods. Perennial Value proactively monitors ESG-related metrics for companies in the investment universe and engages with them to determine their approach to ESG.

Camilla Love, Managing Director of eInvest, said: “Sustainable investing is increasingly an important focus for many investors, and for the first time, Australian investors can access an actively managed ESG ETF.  Our fund not only gives investors access to specialist active management skills through a convenient and lower-cost ASX tradable structure, it also provides the tools to make a social impact without compromising on returns.”

Damian Cottier, Portfolio Manager at Perennial Value, said: “We are seeking to invest in small and mid-cap companies that are making a positive contribution to a sustainable future.  We have a strong heritage in investing in the under-researched small cap universe which makes us well placed to uncover interesting investment opportunities for the fund.

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