This table lists the primary publicly-traded gender lens equity funds available to individual investors, including mutual funds, ETFs, SICAVs, one ETN, and one unit trust. Some provide several share classes and multiple exchange listings. The funds are divided into global and regional equity, then ranked by AUM, which totals $1.47 billion.[Read more…] about Q4 2019 Gender Lens Funds Performance
Gender lens investing in both fixed income and equities developed in response to evidence that companies with higher women-in-leadership (WIL) metrics outperformed on a range of financial and share price criteria.
This correlation between WIL metrics and superior performance was first demonstrated in 2007 research from Catalyst and studies by Credit Suisse, and Merrill Lynch, among others, made similar observations.[Read more…] about Q3 2019 Overview – Gender Lens Investing: A Sector Analysis
Gender lens investing, which includes equity and fixed income portfolios, first developed from evidence of superior measurable performance by companies with higher women-in-leadership (WIL) metrics. Beginning with 2007 research by Catalyst1, studies have demonstrated that companies with stronger levels of WIL outperform on a range of financial and share price measures. (For a history of WIL research and an overview of gender lens equity funds, see here.)[Read more…] about Q2 2019 Overview – Where are gender lens equity funds investing?
The outperformance of companies with higher women-in-leadership (WIL) metrics has led to the development of so-called gender lens investing. Within this emerging sector, total publicly available equity and fixed income offerings have grown to over $2.4 billion in assets under management (AUM). This paper summarizes the characteristics and recent performance of the publicly-traded equity funds within the sector.[Read more…] about Q1 2019 Overview – How are gender lens funds performing?