NEW YORK--(BUSINESS WIRE)--Rockefeller Asset Management (“Rockefeller”), the asset management arm of Rockefeller Capital Management, announced today the expansion of its actively managed ETF solutions with the launch of the Rockefeller Global Equity exchange traded fund (ETF), RGEF. This marks Rockefeller’s fifth actively managed ETF launch this year, following the launch of a SMID cap ETF and expansion into opportunistic municipals with three high-yield municipal bond ETFs.
Originally inspired by the Rockefeller legacy and global, inter-connected worldview, Rockefeller Asset Management has an over three-decade history of investing in global markets and currently manages approximately $4.5 billion across its global equity portfolios. RGEF launched with approximately $700 million in assets and will follow a similar philosophy to Rockefeller’s longstanding global equity strategy, which since 1991 has offered investors a high conviction diversified portfolio, leveraging the firm’s deep expertise in seeking to identify high-quality businesses around the globe with strong growth potential, with the goal of delivering long-term outperformance to investors.
The fund will be managed by Michael Seo, CFA®, Managing Director and Portfolio Manager at Rockefeller Asset Management, who brings decades of experience in the global investing space. Seo has been an integral member of the Rockefeller Asset Management team for 25 years, serving as Portfolio Manager on the firm’s global equity strategies for over 15 years.
“Through RGEF, we see a significant opportunity to provide investors with access to a diverse array of leaders and innovators poised for sustainable growth as we seek to deliver alpha and capitalize on opportunities across the global market through our bottom-up, active approach,” said Seo.
“Building on Rockefeller’s over 30-year history in global investing, we are excited to expand on our suite of actively managed ETF solutions and provide a broad range of investors with access to our deeply experienced investment team and extensive legacy in this area of the market,” said Casey Clark, President and Chief Investment Officer of Rockefeller Asset Management.
For more information and to learn more about Rockefeller’s ETFs, visit rockefelleretfs.com.
About Rockefeller Asset Management
Rockefeller Asset Management serves institutions, financial professionals, and other institutionally minded investors through equity, fixed income, and alternative solutions that seek outperformance driven by a disciplined investment process. Rockefeller Asset Management is committed to continually building partnerships and expanding its platform that seeks to put clients and their performance first. As of September 30, 2024, the division had $16.3 billion of assets under supervision.
Disclosures
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (888) 123-4589 or visit our website at www.rockefelleretfs.com. Read the prospectus or summary prospectus carefully before investing.
Investing involves risk. Principal loss is possible.
Investing involves risk, including risk of loss. Past performance is no guarantee of future results. The asset classes discussed have varying degrees of risk. Some of the risks involved with equities include the possibility that the value of the stocks may fluctuate in response to events specific to the companies or markets, as well as economic, political or social events in the U.S. or abroad. Investments in foreign securities are subject to foreign currency risk and the possibility of substantial volatility due to adverse political, economic or other developments. These risks are magnified for investments made in emerging markets.
New Fund Risk: The Fund is a recently organized management investment company with limited operating history. As a result, prospective investors have a limited track record or history on which to base their investment decisions
This information was prepared by Rockefeller Asset Management, a division of Rockefeller & Co. LLC, which is wholly owned by Rockefeller Capital Management, solely for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy interests in any Rockefeller Capital Management investment vehicle, product or service. This information may not be copied, reproduced or distributed without Rockefeller’s prior written consent and is not valid without a consultation with a representative of Rockefeller.
Rockefeller Capital Management is the marketing name for Rockefeller Capital Management L.P. and its affiliates. Investment advisory, asset management and fiduciary activities are performed by the following affiliates of Rockefeller Capital Management: Rockefeller & Co. LLC, Rockefeller Trust Company, N.A. and The Rockefeller Trust Company (Delaware), as the case may be. Rockefeller Asset Management is a division of Rockefeller & Co. LLC.
Distributed by Foreside Fund Services, LLC.
1. Alpha: A measure of the active return on an investment, the performance of that investment compared with a suitable market index.
2. Assets Under Supervision (AUS) as of September 30, 2024. AUS is inclusive of firm assets under management of $15.9 billion and firm assets under advisement of $.04 billion.
