Separately Managed Accounts (SMAs)
Emit Capital's Separately Managed Accounts (SMAs) allows investors to access our professional investment expertise through a model share portfolio focused on climate finance.
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Cost Efficient
SMAs can offer lower management, custody, and execution costs than retail broking fees
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Beneficial Ownership
Investors beneficially own all underlying holdings within a SMA, enabling the ability to move them in and out of the portfolio
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Transparency
Investors have complete visibility of all assets in the portfolio and can monitor their performance
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Flexibility
SMAs can be tailored to suit individual investor needs (called IMAs or Individual Managed Accounts)
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Tax Efficient
SMAs can provide tax benefits as the tax positions for direct equities are the investors
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Secure
SMAs provide the necessary level of security for clients in terms of custody holdings and cash management. Emit Capital has no access to any positions or cash holdings.
Performance as at 30th April 2024
| 1mth | 3mth | 6mth | 1yr | 2yr | S.I | ||
|---|---|---|---|---|---|---|---|
| Model Portfolio | -2.85% | 2.45% | 2.01% | -10.74% | -5.69% | 30.46% | |
| MSCI ACWI | -2.50% | 5.62% | 17.27% | 19.93% | 14.86% | 12.41% |
^ The Emit Capital Climate Finance Model Portfolio - total return net of fees
** S.I - Since Inception
Beyond 1yr is per annum
Setting up an SMA with Emit Capital
Our domestic and international clients can invest in Emit Capital’s model portfolio strategy by establishing a Separately Managed Account (SMA) through Interactive Brokers (IBKR). IBKR are one of the world’s leading broker/dealers. They provide direct-access trade execution and clearing services to sophisticated investors, active traders and institutions and have a consolidated equity capital of more than $13.3 billion.
Learn more about the strength and client protection of Interactive Brokers here and below:
Climate Finance Model Portfolio
Since 2019, Emit Capital has been managing a model portfolio in the climate finance sector. The investment strategy follows a thematic approach covering five (5) areas or building blocks of the transition to a net zero economy. The portfolio consists of international listed equities that we believe will be the winners from the energy transition disruption.
Our international clients can invest in Emit Capital’s model portfolio strategy by establishing a Separately Managed Account (SMA) through Interactive Brokers. Interactive Brokers are on of the world’s leading broker/dealers. They provide direct-access trade execution and clearing services to sophisticated investors, active traders and institutions and have a consolidated equity capital of more than $13.3 billion.
Energy Transformation
Energy Efficiency
Portfolio
PERFORMANCE
As at 30th April 2024
Return on A$100k since inception
Transport & Infrastructure
Water Management
Critical Minerals
Simple 3-step Application Process
Opening an SMA account with Emit Capital is very straightforward. Simply follow the 3 step process:
Step 1: OPEN AN ACCOUNT
Fill out Interactive Broker’s Electronic Application. If you have any questions while you do this, don’t hesitate to call us and we will walk you thru it.
Step 2: FUND THE ACCOUNT
You can do this in multiple ways. If you have an existing brokerage account that is a source of funds, you can do this all online through the automated process known as ACAT. You may also wire the Funds following Interactive Brokers Funding Instructions.
Step 3: SIGN THE INVESTMENT ADVISORY AGREEMENT
Completing our Investment Advisory Agreement authorizing us to manage your account.
Contact Us today to discuss establishing an SMA with Emit Capital Asset Management and start investing in our global climate finance portfolio.
