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 $3.56 billion.
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Q3 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 September 30, total AUM of gender lens fixed income funds and vehicles was US$8.41 billion.
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Q3 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 five funds and three indexes in this coverage set are listed in the table below. The assets under management totaled $170 million as of September 30, 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: 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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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 Index Stats
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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