Hi Pearler Team,
I am writing to request that AVTE (Avantis Emerging Markets Equity Active ETF) be added to the eligible shares list for Auto-invest.
I use Pearler to fully automate a long-term, factor-tilted "Core and Satellite" portfolio. Currently, Pearler perfectly supports the systematic factor approach for developed small caps through Dimensional (DGSM). However, there is a glaring gap for investors wanting to apply those same academic factor screens (Size, Value, and Profitability) to Emerging Markets.
Avantis (run by former Dimensional executives) recently launched AVTE on the ASX to fill this exact gap. In emerging markets, traditional market-cap weighting forces investors to hold a large percentage of inefficient state-owned enterprises or highly speculative, unprofitable companies. AVTE’s systematic profitability screen filters this out, making it an essential holding for those of us structuring multi-decade portfolios based on Fama-French academic models.
Currently, I have to execute my AVTE trades manually, which breaks the frictionless "set and forget" automation that makes Pearler so valuable to me.
Given Pearler’s strong reputation as the broker of choice for long-term, structurally sound investing, adding the Avantis suite—specifically AVTE—to Auto-invest would be a massive win for your mathematically driven user base.