Last updated: 11:23 / Thursday, 10 April 2014
For overseas investors

US Asset manager EARNEST Partners Launches a UCITS Structure in Ireland

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US Asset manager EARNEST Partners Launches a UCITS Structure in Ireland
  • The UCITS structure will offer European, Asian, and other non-U.S. investors the ability to access a suite of EARNEST Partners’ equity strategies
  • Strategies of Global Emerging Markets Equities, Pan-Asian Equities, Frontier Markets Equities, Global ex U.S. Equities, and Global Equities

Responding to strong demand from overseas investors, EARNEST Partners has announced the launch of an offshore vehicle to meet such demand. The UCITS platform will offer European, Asian, and other non-U.S. investors the ability to easily access a suite of EARNEST Partners’ equity strategies, including Global Emerging Markets Equities, Pan-Asian Equities, Frontier Markets Equities, Global ex U.S. Equities, and Global Equities. The firm has been managing equities since 1999.

The UCITS vehicle is domiciled in Ireland, where the Central Bank of Ireland is the regulatory authority with responsibility for authorizing and supervising the UCITS.

When asked about the opportunity that this presents, Paul Viera, the founder and CEO of the firm stated,“We seek to offer vehicles to clients that provide regulatory oversight as well as economies of scale. The UCITS structure is seen by investors as possessing important investor protection, regulatory, and disclosure characteristics. As a global firm with investments around the world, I am pleased to expand access to those opportunities.”

The UCITS vehicle, EARNEST Partners Global Funds plc. is structured as a Self-Managed Investment Company. State Street Fund Services (Ireland) Limited is the Administrator and State Street Custodial Services (Ireland) Limited is the Custodian.

EARNEST Partners has its headquarters in Atlanta, Georgia, and offices in Beijing and Rio de Janeiro.

For your information...

EARNEST Partners is an independent, employee-owned asset management firm currently advising on more than $20 billion in assets for clients around the world. EARNEST Partners manages portfolios for more than 300 clients including corporations, government pension funds, jointly-trusteed plans, endowments and foundations. The firm is also engaged in sub-advisory relationships with a number of global financial institutions.

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