Posts by Angela Atherton
Diversity, Equity, & Inclusion Fund: Key Stats
These introductory stats provide a short summary of investment criteria, fee info, investment style, number of holdings, and the percent of women’s representation on the portfolio management team. This small but growing number of publicly traded diversity, equity, and inclusion (DEI) funds have an investment philosophy centered on companies with robust and publicly disclosed diversity…
Read MoreQ4 2024 Diversity, Equity, & Inclusion Funds Performance – 3 & 12-month
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 eight funds and four indexes in this coverage set are listed in the table below. The assets under management totaled $2.0…
Read MoreQ4 2024 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 $4.5 billion as of…
Read MoreQ3 2024 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 September 30,…
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