Ample research demonstrates that companies with higher levels of women in leadership (WIL) report superior performance on a range of metrics. Founded on WIL and other gender equity criteria, the 29 gender lens equity funds (GLEFs) available to individual investors include 13 global equity funds and 16 regional equity offerings. As of 31 March 2021, AUM for the GLEF group is $3.28 billion.[Read more…] about Q1 2021 Overview – Viewing Technology Stocks through a Gender Lens
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.[Read more…] about Gender Lens Index Stats
A widely documented body of research has demonstrated that companies with higher levels of women in leadership (WIL) have superior performance in several areas, including higher returns on capital, better productivity, and higher stock price performance. During the initial years after the financial crisis of 2008-9, financial and economic research established the positive performance impact of female participation at the board and senior management levels of large corporations. Since then, a number of studies have consistently shown the financial and performance benefits of gender diversity in corporate leadership – and have demonstrated that companies who lag on diverse leadership also lag in performance. The following is an overview of key studies in this area.[Read more…] about Gender Lens Investing: Diverse Corporate Leadership Outperforms
Gender Lens Investing Q1 2021 Review examines the first quarter 2021 performance and composition of gender lens equity funds, launches coverage of diversity & inclusion equity funds, offers an overview of gender lens fixed income vehicles and explores the dynamics shaping publicly available gender lens investing.
With a special topic: Gender Lens + ESG Investment Criteria.[Read more…] about Q1 2021 Review
Gender lens investing (GLI) is a thematic environmental, social, and governance (ESG) strategy that is inspired by women in leadership (WIL) and related gender equality criteria.
The primary publicly traded GLI equity funds available to individual investors include 12 global and 16 regional funds that together closed out 2020 with US$2.67 billion in assets under management (AUM). As a whole, they weathered the year’s economic storms well, with only one fund closing and three new ones launching.[Read more…] about Q4 2020 Overview – A Call to Action: Aligning Gender Lens Investing and ESG
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 $2.67 billion.[Read more…] about Q4 2020 Gender Lens Performance: Equity Funds