Eventide's Launch of New Systematic ETFs
On September 30, 2025, Eventide Asset Management, LLC, a reputable investment firm based in Boston, proudly announced the introduction of three new systematic Exchange-Traded Funds (ETFs): the
Eventide Large Cap Growth ETF (ESLG),
Eventide Large Cap Value ETF (ESLV), and
Eventide Small Cap ETF (ESSC). These new additions, which are now trading on the NYSE Arca, represent a significant enhancement to Eventide's growing portfolio of investment solutions aimed at benefiting investors and advancing global well-being.
Chris Grogan, CFA and Co-Portfolio Manager for Eventide's systematic ETFs, expressed enthusiasm about the launch, stating, "After the successful introduction of our first systematic ETF, the Eventide US Market ETF (ESUM), we are thrilled to expand our offerings with these three new ETF solutions for investors who are seeking comprehensive market exposure paired with Eventide's signature Business 360® expertise."
Systematic Approach to Faith-Based Investing
Eventide's ETFs maintain a strong commitment to faith-based values while also incorporating the benefits of a passive investment strategy within a more active management framework. Their approach begins with a thorough filtering process guided by the Business 360® methodology, which focuses on identifying companies that not only deliver excellent products but also practice commendable operational ethics.
Instead of merely following an index, Eventide utilizes a rigorous quantitative risk modeling system to optimize their portfolios. This ensures careful alignment with key benchmark factors such as market sensitivity (beta), style orientation, and sector representation, all while only selecting from a refined universes of eligible investments.
The benchmarks for the new ETFs are defined as follows: the
ESLG is tied to the Bloomberg US 1000 Growth Total Return Index, the
ESLV follows the Bloomberg US 1000 Value Total Return Index, and the
ESSC traces the Bloomberg US 2000 Total Return Index.
Eventide’s Unique Competitive Advantage
A distinguishing feature of Eventide’s investment process is the proprietary Business 360® framework. This framework marries quantitative and qualitative analyses, assessing both a company's long-term competitive advantages and its broader societal impact stressing human flourishing. This involves a multifaceted review of the offered products alongside a detailed appraisal of overall business practices, providing a well-rounded assessment of each company’s contributions to value creation versus value extraction.
The management of these ETFs involves seasoned professionals, Chris Grogan and Tyler Frugia. Grogan, who has played a pivotal role in shaping Eventide's systematic investment strategies, leads the Asset Allocation Services, while Frugia, as Head of Portfolio Analytics, has also contributed significantly to developing critical components of the Business 360® process.
Eventide's systematic strategies promise to deliver rigorous faith-based investment opportunities at competitive pricing, while also striving to mirror the risk and return profiles of their benchmarks.
Important Considerations for Investors
While the introduction of these new ETFs indicates Eventide's commitment to innovation in systematic investing, potential investors should remain aware of inherent market risks. There exists a possibility of principal loss, and not all investment strategies guarantee achievement of objectives. The faith-based approach may also yield different performance outcomes, highlighting the importance of aligning investment choices with personal values and objectives.
For those keen on exploring the new offerings, further information regarding risks, investment objectives, charges, and expenses of each Fund can be found by accessing the literature section on
EventideETFs.com or by consulting with a financial representative. As emphasized by Eventide, understanding the associated prospectus before investing is crucial.
In summary, the introduction of the ESLG, ESLV, and ESSC ETFs signifies not only Eventide's ongoing growth but also its dedication to facilitating responsible investing aligned with ethical standards that resonate with many investors today.