SEPARATELY MANAGED ACCOUNT

Separately Managed Accounts (SMAs)

Emit Capital's Separately Managed Accounts (SMAs) provide investors access to our professional investment expertise through a model share portfolio focused on climate finance.

  • Cost Efficient

    SMAs can offer lower management, custody, and execution costs than retail broking fees

  • Beneficial Ownership

    Investors beneficially own all underlying holdings within a SMA, enabling the ability to move them in and out of the portfolio

  • Transparency

    Investors have complete visibility of all assets in the portfolio and can monitor their performance

  • Flexibility

    We offer a range of SMAs across the climate finance spectrum focused on a specific model portfolio to suit your investment appetite

  • Tax Efficient

    SMAs can provide tax benefits as the tax positions for direct equities are the investors

  • 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 November 2024

1mth3mth6mth1yr2yr3yrSI p.aSI
Emit Capital SMA1.75%7.13%3.45%4.75%-3.22%-5.94%27.76%269.88%
MSCI ACWI4.90%7.94%12.98%28.01%21.37%11.16%13.19%93.79%

^ 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 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

Portfolio

PERFORMANCE 

As at 30th November 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 EMIT CAPITAL’S INVESTMENT ADVISORY AGREEMENT

Completing our Investment Advisory Agreement authorizing us to manage your account. Contact us to obtain an electronic copy of this agreement.

Contact Us today to discuss establishing an SMA with Emit Capital Asset Management and start investing in our global climate finance portfolio.

A leading Investment Manager focused on global climate finance and impact investments