Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets.
Perth is a frequent speaker at investment industry events and provides commentary for various financial media including Barron’s, Bloomberg, CNBC, Cheddar, and MarketWatch.
Perth was named one of the Ten to Watch in 2020 by Wealth Management Magazine for her work on freedom investing.
May 2019 | You were at Fidelity when you came up with the idea. Can you provide the back story for the launch?
The Start | How did you start the index? What role did Research Affiliates play? Was it always an ETF?
Robert Arnott | Who is Robert Arnott? What role did he play in the launch? Can you share the serendipity event with Robb? https://en.wikipedia.org/wiki/Robert_D._Arnott
FRDM | How did you transition from a concept to a strategy? What is the relationship between personal and economic freedom? The human freedom index? What are the metrics? (76)
Index | How are the countries included? How are the companies picked? What role do Chinese companies play? (40% in most emerging markets indexes) How important is country selection?
Focus | Why did you focus on emerging markets?
Rebalance | How often do you rebalance? Which countries did you add or delete? Explain the relative freedom strategy?
Investor Mix | What is the mix of investors? Individuals, institutions, retail and advisors?
Growth | Are there any new funds that you plan to launch?
Connect with Perth on LinkedIn
About Life + Liberty Indexes: Life + Liberty Indexes is the index provider and sponsor of the Freedom 100 EM ETF. To learn more about the Freedom 100 Emerging Markets ETF, please visit freedometfs.com. To learn more about the Freedom 100 Emerging Markets Index, please visit www.lifeandlibertyindexes.com.