SEPARATELY MANAGED ACCOUNTS (SMAs)
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Nth American Portfolio
North American Equities SMA
Targeted Growth. Disciplined Execution.
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EU Portfolio
European/UK Equities SMA
Undervalued Potential. Strategic Precision.
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Asia-Pac Portfolio
Asia-Pacific Equities SMA
Dynamic Growth. Risk-Aware Access.
Emit Capital's Separately Managed Accounts (SMAs) provide investors access to our professional investment expertise through a model 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 in their currency of choice
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Flexibility
We offer a range of SMAs across the climate finance spectrum focused on a specific model portfolio to suit your investment appetite
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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.
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 optimum beneficiaries from the energy transition disruption.
Our domestic and international clients can invest in Emit Capital’s model portfolio strategy by establishing a Separately Managed Account (SMA) through our Prime Broker 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
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 WITH INTERACTIVE BROKERS
Complete the Interactive Broker’s Electronic Application. We will send you a tailored application after discussing your investment portfolio preferences. If you have any questions while you complete this application, 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 EMIT CAPITAL’S INVESTMENT ADVISORY AGREEMENT
Completing our Investment Advisory Agreement authorizing us to manage your account on your behalf. We will forward this agreement to you along with the Account Application.
Contact Us today to discuss establishing an SMA with Emit Capital Asset Management and start investing in our global energy transition portfolios now.
