Emerald provides actively-managed equity and fixed income investment portfolios via separate accounts and institutional-class mutual funds. Emerald manages money for pension fund clients including public pension funds and corporate defined benefit and defined contribution plans.
Information about Emerald’s portfolio composition, attribution and performance can be found in institutional databases such as PSN and by contacting Emerald’s Client Services Team.

Institutional Portfolios and Separate Account Management

Emerald’s family of affiliated investment advisers provide separate account portfolio management services for institutional investors such as public and corporate pension funds, as well as investment in the Emerald Direct Lending Fund I, LP for accredited investors. You can find out more about the investment strategies available to pension funds by clicking HERE.

Institutional Class Mutual Funds

Pension funds, including 401-k defined contribution plans, can purchase mutual funds managed by Emerald through its wholly-owned subsidiary Emerald Mutual Fund Advisers Trust. Emerald is the investment adviser to the Emerald Mutual Funds family that includes the Emerald Growth Fund and the Emerald Banking & Finance Fund. Both Funds offer institutional and retail classes of shares:

  • Emerald Growth Fund (FGROX) (HSPGX)  – a small-cap growth fund invested primarily in stocks of companies with market capitalization equal to or less than that of the largest company included in the Russell 2000 Index.
  • Emerald Banking & Finance Fund (HSSIX) (HSSAX) – a sector fund primarily invested in stocks of community banks and other institutions engaged in the financial services industry.
  • Emerald Insights Fund (EFCIX) (EFCAX) – a fund investing in companies of any size and favors mid-capitalization companies with market capitalization equal to or less than the largest company in the Russell Mid Cap Growth Index and seeks companies with perceived leadership positions and competitive advantages.

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