Posts by Marypat Thenell Smucker
Gender Lens Investing (GLI) 2025
Gender Lens Investing 2025 is a Review of Sustainable and Equality-focused Investing. The report examines the latest performance and composition of gender lens equity funds and provides updates on gender lens fixed income, DEI equity funds, and women in the economy. The review includes: Our analysis of global AUM in public and private gender lens investing asset…
Read MoreGender Lens Equity Funds: Key Stats
This table lists funds that are multi-cap or larger-cap, have relatively low investment minimums, and charge average fees. Most have launched since 2015, and they all utilize investment criteria centered on a WIL philosophy, typically combined with ESG screens.
Read MoreGender Lens Index Stats
Our coverage universe incorporates several families of gender lens equity indexes, including a suite of global and regional Solactive Equileap indexes, a group of MSCI women’s leadership indexes with a focus on women at board and leadership levels, two FTSE Russell women’s leadership indexes, and a family of Morningstar gender lens indexes constructed from Equileap…
Read MoreWomen Investors: Who are we? What do we need?
Who are women investors? In the U.S., what has been termed the Great Wealth Transfer is important news for women as they increase their investing activity. In 2020 McKinsey & Company estimated that $30 trillion in additional wealth will be transferred to American women by 2030.[i] Similar dynamics are expected worldwide, including a Citi estimate…
Read MoreGender Lens Investing (GLI) Q3 2024
Gender Lens Investing Q3 2024 is a Review of Sustainable and Equality-focused Investing. The report examines the latest performance and composition of gender lens equity funds and provides updates on gender lens fixed income, DEI equity funds, and women in the economy. The review includes: An analysis of internal gender equality and shareholder support at top global asset…
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