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Perth Tolle

ARCHETYPE

The Reformer

Changing the system from inside it, principle turned into change.

Perth Tolle, founder of Life and Liberty Indexes and creator of the FRDM ETF, is The Reformer in the most structural sense. Rather than lobbying for better-governed markets from the outside, she converted political freedom into a quantitative investment signal and built the index infrastructure to make it tradeable. Her argument that press freedom is a data-integrity variable, not a soft preference, redesigns emerging-market exposure from within the product layer itself.

IN THEIR WORDS, WHY REFORMER

The Freedom Index is basically a freedom weighted emerging markets strategy that uses third party quantitative freedom metrics to weight countries instead of using market cap.

EXPLAINING THE INDEX'S FOUNDATIONAL INNOVATION

Without freedom of press or freedom of expression, there's no independent verification for where any data, whether from governments or companies, is accurate or complete.

LINKING POLITICAL FREEDOM TO INVESTMENT RISK

We can be kind of myopic to the freedom premium in emerging markets because in emerging markets these things cannot be taken for granted because not all the emerging markets have them.

ARTICULATING THE CORE INVESTMENT THESIS

MASTERS IN BUSINESS

Masters in Business: “At The Money: Investing in Freedom”

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Perth's full six-dimension Leadership Index profile is held pending their validation. The archetype shown is the OTA analyst-rated read. How we read a leader →

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