Within the gender lens equity funds group, six funds utilize custom tracking indexes which incorporate WIL criteria. There are also several families of gender lens equity indexes, including a suite of global and regional Solactive Equileap indexes, several core MSCI women’s indexes, and two FTSE Russell women’s leadership indexes. There is also a collection of stand-alone gender lens equity indexes. Key stats for the gender lens indexes are found in the table below.
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Q1 2021 Gender Lens Performance: Fixed Income
This table lists public and private gender lens fixed income investment products. These include global, U.S., and emerging market bond funds, global and Asian bond issues, development bank-backed bonds, U.S. notes and certificates, and a lending platform. Some provide several share classes and multiple exchange listings. The investment approach in the gender lens fixed income market ranges from capturing WIL benefits to supporting women-owned small and medium enterprises in developing economies. These products are divided into the categories outlined above. Total AUM is $6.45 billion as of March 31, 2021.
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Q1 2021 Diversity & Inclusion Funds Performance
A small but growing number of public diversity and inclusion (D&I) funds have an investment philosophy centered on investing in companies with robust and public corporate diversity policies. Performance and key stats for two funds and one index in this coverage set are listed in the table below. The assets under management totaled $45 million as of March 31, 2021. Another index tracks the aggregate performance of U.S. companies receiving the highest scores on the Human Rights Campaign’s Corporate Equality Index. That index is to serve as the benchmark for a new fund scheduled to begin trading in second quarter. Coverage of that fund will commence as soon as quarterly performance is made publicly available.
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Gender Lens Equity 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 displayed in alphabetical order. Headquarter countries and GICS industries are also included.
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Gender Lens Equity 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 (GLEFs) available to individual investors. Additionally, we provide the latest global country rankings of gender equality by various global organizations.
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Q1 2021 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 $3.28 billion.
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