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 $4.0 billion.
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Q4 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 December 31, total AUM of gender lens fixed income funds and vehicles was US$8.5 billion.
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Q4 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 six funds and four indexes in this coverage set are listed in the table below. The assets under management totaled $198 million as of December 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.
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Gender Lens Equity Funds: Portfolio Composition
The tables below show the quarter-end, aggregated portfolio composition as it relates to sector and country allocations of the primary publicly traded gender lens equity funds (GLEFs) available to individual investors. Also shown are the common top ten holdings across the GLEFs, including women-in-leadership (WIL) statistics for those companies.
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Q1 2021 Gender Lens Fixed Income Performance
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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