Q3 2021 Review
Gender Lens Investing Q3 2021 Review explores the dynamics shaping publicly available gender lens investments. The report also provides analyses of gender lens equity funds, DEI equity funds, and gender lens fixed income funds and vehicles for the third quarter of 2021. Featuring A Spotlight on Women in Asset Management. Download the executive summary or…
Q3 2021 Gender Lens Equity Fund Performance
This table lists the primary publicly traded gender lens equity funds available to individual investors, including mutual fund, ETF, ETN, SICAV, sub-SICAV, trust and unit trust structures. Some provide several share classes and multiple exchange listings. The funds are divided into global and regional equity, then ranked by AUM, which totals $3.56 billion. (more…)
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Q3 2021 Gender Lens Fixed Income Overview
There is a growing array of private and public gender lens fixed income (GLFI) funds and products. Our coverage universe includes U.S. and emerging markets funds, private financial institution bond issues, DFI-backed bonds, DFI-issued bonds, U.S. notes and certificates, and a lending platform. A global emerging markets fund is pending launch. As of September 30,…
Q3 2021 Diversity, Equity, & Inclusion Funds Performance
A small but growing number of public diversity, equity, and inclusion (DEI) funds have an investment philosophy centered on investing in companies with robust and public corporate diversity policies. Performance and key stats for five funds and three indexes in this coverage set are listed in the table below. The assets under management totaled $170…
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