Q3 2020 Overview – Gender Lens Funds: Ups and Downs for Women in the Workforce
The third quarter was an eventful one for gender lens investing as well as women in leadership (WIL) in the financial sector and elsewhere. Gender lens equity funds turned in modest positive returns, a trajectory in line with the broader market. This suite of mutual funds and exchange-traded funds (ETFs), which developed in response to evidence…
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Gender Lens Funds: Top Ten Holdings
This table presents the available top ten holdings of the publicly-traded gender lens equity funds we follow. In keeping with our most recent performance table, we divide these holdings into global and regional gender lens funds. For each of these geographical groups, the holdings are shown by Global Industry Classification Standard (GICS) sectors, which are…
Gender Lens Funds: Sector & Country Allocations
The tables below show the quarter-end, aggregated sector and country allocations across the primary publicly-traded gender lens equity funds available to individual investors. Additionally, we provide the latest global country rankings of gender equality by various global organizations. (more…)
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Q3 2020 Gender Lens Performance: Equity Funds
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 $2.0 billion. (more…)
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Marypat Thenell Smucker, CFA
Marypat is a research analyst and writer with a focus on gender equality in the global economy. Learn more