Our Purpose

We help people get the most out of life.

Our purpose is to help people get the most out of life. We protect people’s wealth and grow their assets, and we empower our customers to save for their goals.

How we benefit our stakeholders

We create financial benefits for our investors and deliver economic and social benefits for our customers, our employees and the societies in which we operate.


Through our high-quality products, great distribution and innovative approach, we deliver value and service for our customers.


Our focus on structural growth opportunities and our diligent execution mean we are well placed to continue to deliver profitable growth.


We provide an environment with equal opportunities, career potential and rewards, enabling us to attract and retain high-quality individuals to deliver our strategy.


We support communities where we operate, through investment in business and infrastructure, tax revenues and community support activities.


When client select our firm, they hire a team, not an individial. Clients benefits from direct access to the decision makers for the investment in each portfolio as well as service associate who address any day-today needsor inquires. Our team work closely with other professionals serving our clients to make proactive decisions and address issues that arise regarding investments and planning.

Our Services


we provide investment management services and offer investment products across all major asset classes to a diverse set of institutional and individual clients.


We offer wealth advisory services, including portfolio management and financial counseling and brokerage and other transaction services to high-net-worth individuals and families.


Operating at the center of global financial markets, our Securites professionals serve instituional clients including Assets Managers, Hedge funds, bank and brokerage, Pensions, Endowements and foundations, corporations, and Governments.


Zetafunds offers compelling insight on a range of topics, including assets allocation, investment strategies,market dynamics and wealth management.


We have dedicated teams covering a wide range of markets, economics and issues. Covering areas such as economics.


We help local , state and national government finance their operationsso they can invest in infrastructure, like schools , hospitals and roads.


We transact for our clients in all key financial markets, including equites, bonds, currencies and commodities, so that capital flows, jobs are createdand economics can grow.

Our Investment Philosophy

Zetafunds works with clients to understand their unique needs and objectives, and applies our disciplined, rigorous, research-based approach to help them meet a wide range of investment goals.

Understanding Multiple Dimensions

Creating successful investment outcomes starts with understanding the multiple dimensions of a client’s long-term objectives and liabilities.

Knowing Markets Aren’t Always Efficient

Due to behavioral biases, informational inefficiencies and limits to arbitrage, markets are not always efficient, leading to opportunities for excess returns.

Focusing on Asset Allocation

The primary driver of long-term returns is asset allocation.

Investors need efficient access to a broad universe of capital market exposure.

Focus should be on underlying risks, not asset class labels.

Achieving Capital- & Risk-Efficient Portfolios

A thoughtful and precise combination of market-, factor-, and idiosyncratic -risk, along with manager skill, are key to achieving capital and risk-efficient portfolios.

What We Stand For

Like our clients, we apply a restless spirit to our work in the craft of investing.

Whether it’s building more precise investment models that can deliver better returns or advocating for policy solutions that make the retirement system better for generations to come. We are continually reinventing investing – working to give our clients and those who rely on them, a future that’s better.

Making an Impact on the World

Continuing to Make Progress on Gender Diversity

Zetafunds Global Advisors placed Fearless Girl in the heart of New York’s Financial District on the eve of International Women’s Day 2017 to raise awareness about the importance of gender diversity in corporate leadership. Fearless Girl inspired not only the next generation of women leaders, but also 862 companies globally to add a female director to their previously all-male boards.

Calling for Enhanced Transparency on Racial and Ethnic Diversity and Climate Change

In August 2020, our Global CIO, released a letter on our diversity strategy and goals, with an announcement on our expectations for public companies regarding racial and ethnic diversity.

To build on this guidance further and in an effort to share our annual stewardship priorities, our President & CEO, released our proxy voting guidance in January 2021 sharing how we intend to use our voice and vote to hold boards accountable on climate change and racial and ethnic diversity.

Joining Asset Managers in a Call to Lead on Racial and Ethnic Diversity

Two years ago, we started disclosing our EEO-1 data, which details the gender, racial, and ethnic make-up of our employees in Zetafunds. In February 2021, we announced our partnership with many leading asset managers, agreeing to disclose EEO-1 data as part of the Corporate Call to Action.

Our Mission

At Zetafunds Global Advisors we believe investing responsibly enables economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk. We accomplish this in a variety of ways.

We work with employers to help millions of people live more secure and dignified retirements

We help endowments and foundations fund educational, scientific, and environmental breakthroughs.

We collaborate with financial advisors to help their clients reach their financial goals.

We help countries build their infrastructure, implement monetary policy and save for future generations.

We partner with corporations to help them meet their financial commitments and reinvest in their businesses.

Our Guiding Principles

Our clients are the world’s governments, institutions and financial advisors. To help them achieve their financial goals we live our guiding principles each and every day:

Start with Rigor

We take a highly disciplined and risk-aware approach built on exhaustive research, careful analysis and market-tested experience to meet client needs. Rigor is behind every decision we make.

Build from Breadth

Today’s investment problems demand a breadth of capabilities. We build from a universe of active and index strategies to create cost effective solutions.

Invest as Stewards

We help our portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. As fiduciaries, we believe good stewardship is good investing.

Invent the Future

We created the first ETF in the US and are pioneers in index, active, and ESG investing. Using data, insights and investment skill, we are always inventing new ways to invest.

Our Focus on Intermediary Clients

Our global ETF business is committed to responsible innovation, delivering well-crafted and simple solutions that can help investors execute on investments strategies, however complex.

Innovation with Purpose

For more than 8 years, we have been creating some of the world’s most innovative and groundbreaking ETFs. And always with good reason: We built SPY to give the markets a better way to invest. We created SHE, the gender diversity ETF, to recognize female leadership. We designed the Tracker Fund of Hong Kong (TraHK) ETF to solve a complex market problem in the region. So, whether our clients are looking to build an ultra-low-cost portfolio, or for a better trading strategy, we focus our skill on their purpose.

Built in Partnership

We build partnerships based on what needs to be done. Listening to our clients always comes first. This lets us either create a bespoke investment, or better direct advisors and institutions to the most appropriate answer. And, beyond that, we can guide our clients every step of the way to use ETFs more effectively, helping them get the most out of every opportunity.

Crafted by Experts

Take a look under the hood of any of our ETFs, and you’ll find some of the world’s finest investing capabilities. Each is designed, built, and managed by a vastly experienced team that includes some of the same managers who forged the ETF industry. Following a rigorous, risk-aware and highly analytical approach, they take thousands of actions each day to keep each fund on track. It’s an obsession with accuracy that gives our clients a set of precision tools to accomplish almost any goal.

Fearless Girl

Fearless Girl ignited a global conversation about the power of women in leadership and inspired companies around the world to add women to their boards.

Our Asset Stewardship Program

Our stewardship program is designed to have an impact. Through strong engagement, voting and thought leadership, we have seen companies respond to our calls to action to enhance diversity at the board level and improve disclosure on their sustainability practices.

Our Inclusion and Diversity Efforts

A growing body of research shows that companies committed to diversity and inclusion perform better over the long term. As an investment manager entrusted with $421 billion* and as an employer of 715 talented people across the globe, we understand the special responsibility we have to our clients and employees to support diversity at every level of our business.