Eventide

Name

Eventide

Legal name

Eventide Asset Management, LLC

Website

https://eventideinvestments.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Faith-Based Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Equity Mutual Funds (Active) (FSAAAEAA)

akta.pro secondary industries

Large-Cap Equity (Active) (FSAAAIAA), Small-Cap Equity (Active) (FSAAAIAC), International/Ex-U.S. Developed Equity (Active) (FSAAAIAE), Quantitative/Systematic Equity (Active) (FSAAAIAL)

Keywords

• Values-based investing
• Faith-based mutual funds
• Ethical ETFs
• Asset management services
• Separately managed accounts

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Fees: Eventide generates revenue primarily through management fees charged on its ETFs, mutual funds, and separately managed accounts. Fees vary by product type and share class - ETF expense ratios range from 0.39% to 0.59%, while mutual funds have tiered fee structures across Class I, A, C, and N shares.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels5 records

Core offering

Eventide Asset Management is a Boston-based investment management firm that designs, markets, and manages values-based investment products screened through its proprietary Business 360 framework. The firm offers a diversified product lineup including six actively managed ETFs, eight mutual funds across equity, fixed-income, and balanced strategies, separately managed accounts, and target risk model portfolios, distributed through financial advisors, directly to individual investors, and to institutional clients.

Product overview

Eventide is an asset management firm offering a comprehensive suite of investment solutions including ETFs (6 products), mutual funds (multiple funds across equity, fixed income, and balanced strategies), separately managed accounts, target risk model portfolios, and Eventide Ventures for private market investments. The product lineup spans 14+ investment strategies including Dividend Growth, Large Cap Core, Large Cap Growth, Large Cap Value, US Equity Market, International, Small Cap, Dividend Value, Healthcare & Life Sciences, Strategic Growth, Technology, Balanced, Limited-Term Bond, and Core Bond strategies. ETFs include ESIM (International), ESLG (Large Cap Growth), ESLV (Large Cap Value), ESSC (Small Cap), ELCV (High Dividend), and ESUM (US Market). Mutual funds include Exponential Technologies (ETIEX), Healthcare & Life Sciences (ETIHX), Gilead (ETILX), Balanced (ETIMX), Limited-Term Bond (ETIBX), and Core Bond (ETIRX). All products utilize the proprietary Business 360® framework for values-based screening and ethical discernment. Services include the Investment Consulting Group for portfolio illustrations and a Partnership Program supporting financial advisors.

Differentiator

Problem solved

Functional benefit

Products and services

• Eventide International ETF (ESIM) Actively managed international equity ETF that provides exposure to developed and emerging market ex-US large- and mid-cap stocks, screened through Eventide's Business 360 ethical framework, for advisors and individual investors seeking faith-aligned international exposure.
• Eventide Large Cap Growth ETF (ESLG) Actively managed US large-cap growth ETF (0.39% expense ratio) that invests at least 80% in large-cap companies ($20B+ market cap), screened through Eventide's Business 360 framework, for advisors and investors seeking faith-aligned US large-cap growth exposure.
• Eventide Large Cap Value ETF (ESLV) Actively managed US large-cap value ETF (0.39% expense ratio) investing at least 80% in large-cap companies ($20B+ market cap), screened through Eventide's Business 360 framework.
• Eventide Small Cap ETF (ESSC) Actively managed US small-cap ETF (0.49% expense ratio) investing at least 80% in small-cap companies (under $20B market cap), screened through Eventide's Business 360 framework.
• Eventide High Dividend ETF (ELCV) Actively managed US high dividend ETF (0.49% expense ratio) seeking income, income growth, and long-term capital appreciation through dividend-paying companies across energy, utilities, industrials, technology, infrastructure, and real estate sectors, screened through Eventide's Business 360 framework.
• Eventide US Market ETF (ESUM) Actively managed US equity market ETF (0.39% expense ratio) that seeks risk and returns similar to the Bloomberg US 3000 Total Return Index, screened through Eventide's Business 360 framework.
• Eventide Healthcare & Life Sciences Fund Diversified mutual fund focused on innovative, smid-cap companies creating compelling value for patients and society within the healthcare sector. Targets large unmet medical needs, rare and orphan diseases, with access to IPOs, mezzanine financing, and up to 15% in private investments. Available in Class I, A, C, and N shares.
• Eventide Gilead Fund Mutual fund representing Eventide's 'best ideas' for long-term capital appreciation with historical emphasis in small- and mid-cap growth, healthcare, and information technology. Thematic approach seeking companies positioned for long-term secular investment themes.
• Eventide Exponential Technologies Fund Concentrated mutual fund focused on long-term capital appreciation in information technology, communications, internet and direct marketing retail, and healthcare technology industries. Invests in 25-75 companies with median market cap of $31.4B.
• Eventide Balanced Fund Diversified balanced mutual fund providing current income while maintaining capital appreciation potential. Balances between equity and fixed income with focus on total return, with at least 25% in growth equity income and 25% in fixed income.
• Eventide Limited-Term Bond Fund Income mutual fund investing in short- and medium-duration bonds with themes including home ownership, food security, energy efficiency, clean water, wastewater management, and private microloans.
• Eventide Core Bond Fund Bond mutual fund seeking total return consistent with income generation, investing in bonds with expected weighted average duration between three and nine years. Focuses on companies capable of sustaining profitability by serving all stakeholders.
• Separately Managed Accounts (SMAs) Portfolios comprised of individual securities offered on a discretionary and non-discretionary basis across several Eventide investment strategies for advisors and institutional clients seeking customized values-aligned mandates.
• Target Risk Model Portfolios Strategic asset allocation solutions offered for investors wishing to align their entire portfolio with Eventide's investment philosophy across a range of risk profiles.
• Eventide Ventures

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• HOPE InternationalcoreStrategic or Co-development Partner · 14 April 2026Eventide expanded economic empowerment investments by partnering with HOPE International to direct capital to entrepreneurs in underserved markets. The investment represents 0.55% of Eventide's AUM as of March 2026, targeting families through microloans, microsavings, and microinsurance services.
• Creation Investments Capital ManagementcoreStrategic or Co-development Partner · 14 April 2026Eventide partnered with Creation Investments to direct capital to underserved markets. The investments target families in Republic of Congo, Rwanda, and Moldova through microfinance services.
• VisionFund InternationalcoreStrategic or Co-development Partner · 14 April 2026Eventide partnered with VisionFund International as part of its economic empowerment investment strategy, targeting underserved entrepreneurs through microfinance services in developing countries.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Inspire Investing: Inspire Investing is a faith-based ETF sponsor offering a similar values-screened product lineup including Inspire 100 ETF (BIBL) and other faith-aligned strategies. It is the closest direct competitor to Eventide in the values-based ETF space, serving advisors and individuals with biblically responsible investment products.
• Praxis Mutual Funds: Praxis Mutual Funds, advised by Everence Capital Management, offers faith-based and ESG-screened mutual funds across growth, value, and bond strategies. It serves Anabaptist/Mennonite and broader faith-based investors with a similar values-aligned approach to Eventide.
• GuideStone Funds: GuideStone Funds is the retirement and investment program for Southern Baptist churches and affiliated organizations, offering values-screened mutual funds across multiple asset classes. It is one of the largest faith-based mutual fund complexes and competes with Eventide for the Christian advisor and institutional market.
• Parnassus Investments: Parnassus Investments is one of the oldest ESG-focused mutual fund managers, offering equity and fixed income funds that screen for environmental, social, and governance criteria. It is a comparable values-screened active manager competing for the same advisor channel that Eventide serves.
• Ave Maria Mutual Funds: Ave Maria Mutual Funds offers Catholic-values-screened mutual funds including the Ave Maria Rising Dividend Fund and Ave Maria Growth Fund. It is a direct competitor to Eventide in the religious-values mutual fund category, though it focuses on Catholic rather than broadly evangelical values.
• Timothy Plan: Timothy Plan offers a family of faith-based mutual funds across equity, fixed income, and balanced strategies, screening investments against biblical principles. It competes directly with Eventide's mutual fund lineup for the same faith-based advisor and individual investor market.

Broad incumbents

• Manning & Napier: Manning & Napier is an established active asset manager offering mutual funds and SMAs across multiple strategies including values-aligned approaches. It is a broader incumbent comparable in size and product mix to Eventide's SMA and mutual fund business, though without the explicit faith-based positioning.
• BlackRock (iShares ESG): BlackRock's iShares ESG ETF suite (e.g., ESGU, ESGE) is the dominant scale player in values/ESG ETFs globally. While it does not specifically target faith-based investors, it competes with Eventide's ETF lineup for advisor wallet share and increasingly for values-aligned mandates, leveraging vastly greater scale and distribution.
• TIAA / Nuveen: TIAA (and its asset management arm Nuveen) is a massive financial services organization with deep roots in faith-based and academic institutional investing, offering a wide range of mutual funds and managed accounts. It is a broader incumbent that touches many of the same institutional and faith-aligned end-markets as Eventide, with materially greater scale.
• Calvert (Morgan Stanley): Calvert Research and Management, now part of Morgan Stanley Investment Management, is a pioneer in responsible investing with a broad lineup of ESG mutual funds and ETFs. It is a broader incumbent competitor with substantially more AUM and resources than Eventide but operates in the same values-screened active management category.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/EventideInvest
• LinkedInlinkedin.com/company/eventide-asset-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments69 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Eventide