Meet Eventide's New Systematic Faith-Based ETFs

A Values-Based Approach to Systematic Investing

Each ETF follows Eventide’s proprietary Business 360® framework, which evaluates companies based on their moral and stakeholder impact before they are added to the portfolio.

This process combines ethical screening, quantitative analysis, and active oversight to build portfolios aligned with both financial performance and faith-based principles.

The Business 360® review starts with more than 50 ethical criteria, using third-party research and Eventide’s internal assessment to identify businesses that create long-term value for all stakeholders. Eligible companies are then systematically weighted to achieve diversification and risk balance without replicating an index. Eventide calls this “a faith-based alternative seeking cost-effective exposure to a broad market index.”

About the Funds

Together, the new ETFs provide core exposure across key segments of the U.S. equity market.

ESLG focuses on large-cap growth companies with market capitalizations of $20 billion or more, while ESLV targets large-cap value names using the same ethical and systematic framework. ESSC extends the strategy to small-cap companies below $20 billion, bringing values-based investing to a market segment where it is less common.

ESLG and ESLV each carry an expense ratio of 0.39%, and ESSC’s expense ratio is 0.49%.

Bridging the Gap Between Passive and Purpose-Driven Investing

Eventide’s systematic ETFs aim to bridge the gap between passive investing and faith-based active management, offering investors cost-efficient, diversified exposure without compromising on values.

While systematic in design, the funds are not index-tracking ETFs. Eventide retains full discretion to select securities based on its convictions rather than a benchmark, allowing flexibility to stay true to the firm’s mission while managing risk and tracking error.

“After the successful launch of our first systematic ETF, Eventide US Market ETF (ESUM), we are very excited to offer these three new ETF solutions to investors seeking broad market exposure with Eventide’s Business 360® expertise,” said Chris Grogan, CFA, Co-Portfolio Manager for Eventide’s systematic ETFs.

About Eventide Asset Management

Eventide Asset Management strives to honor God and serve our clients by investing in companies that create compelling value for the global common good. We believe our distinct investment advantage lies in our ability to identify companies that are creating the most value for society. Our approach, which we call Business 360®, employs a holistic evaluation of the moral qualities of a business by analyzing its products and practices. Our systematic ETF line, which recently introduced a large cap value, large cap growth, and small cap fund, is actively managed and rules based to provide an answer for our investors who would prefer passive management but desire to do so in alignment with their values. We believe these ETFs provide access to additional areas of the market and dovetail well with our traditionally-managed mutual funds.

Please note this article is for information purposes only and does not in any way constitute investment advice. It is essential that you seek advice from a registered financial professional prior to making any investment decision.