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Capturing EM Opportunities Amid Geopolitical Risk

Released on Tuesday, October 10, 2023•ETFs

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Perth Tolle started the first and only freedom-weighted index, The Freedom 100 Emerging Markets index (FRDM). FRDM, which has about $625 million under management, literally invests in Freedom. It uses personal and economic freedom metrics as primary factors in its investment process. Perth spent some of her formative years in China and has created an index that excludes authoritarian regimes. As such, the index dodged both Russia when it invaded Ukraine and this latest China implosion. Her fund is outperforming ex-China EM funds in addition to the broader category and demonstrating that authoritarianism is a real tail-risk for investors.

Perth Tolle

Life + Liberty Indexes, Founder

Perth Tolle is founder and CEO of Life + Liberty Indexes and the creator of The Freedom 100 EM Index (FRDM index), world's first freedom-weighted emerging markets index strategy. Prior to forming Life + Liberty Indexes, Ms. Tolle was a private wealth advisor at Fidelity Investments. Before Fidelity, she lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets.

Ms. Tolle has been recognized as one of the "Ten to Watch" by Wealth Management Magazine and one of the "100 People Transforming Business" by Business Insider. Her focus on freedom-driven investing has been featured in leading financial outlets, including Barron’s, Morningstar, Bloomberg, The Wall Street Journal, and CNBC.