Q1 2022 Review
Gender Lens Investing Q1 2022 Review examines the first quarter 2022 performance and composition of gender lens equity funds and offers overviews of DEI equity funds and gender lens fixed income vehicles. The review explores the dynamics shaping publicly available gender lens investing: Updating our Scorecard Rankings, and Applying a Gender Lens to Climate Funds.…
Q1 2022 Gender Lens Scorecard Update
The Gender Lens Scorecard applies five grade levels to four categories, each comprised of scores from sub-categories and indicators. Taken together, the categories assess both the fund and the asset management firm on gender equality in investment criteria, holdings, portfolio management team, and firm-wide leadership, as well as the fund’s performance and overall ESG approach.…
Q1 2022 Gender Lens Equity Fund Performance – 3 & 12-month
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 $4.1 billion. (more…)
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Gender Lens Equity Funds: Key Stats
This table lists funds that are multi-cap or larger-cap, have relatively low investment minimums, and charge average fees. Most have launched since 2015, and they all utilize investment criteria centered on a WIL philosophy, typically combined with ESG screens.