Parallelle Finance
Gender Lens Investing
This archive is for articles and data related to the fixed income products investment class sub-category as monitored by Parallelle Finance.
Gender Lens Investing Q3 2021 Review explores the dynamics shaping publicly available gender lens investments. The report also provides analyses of gender lens equity funds, DEI equity funds, and gender lens fixed income funds and vehicles for the third quarter of 2021.
Featuring A Spotlight on Women in Asset Management.
[Read more…] about Q3 2021 ReviewThere 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.
[Read more…] about Q3 2021 Gender Lens Fixed Income OverviewGender lens equity investing developed from a substantive body of research demonstrating the financial, risk management, decision-making, and other corporate benefits of higher levels of women in leadership (WIL). In our coverage universe at Parallelle Finance, 27 gender lens global and regional equity funds are available to individual investors. Their assets under management (AUM) totaled $3.47 billion as of 30 June 2021, reflecting a growth rate of 32% during the first half of 2021.
[Read more…] about Q2 2021 Overview – Gender Lens Investing: Asset Managers and Women in LeadershipHow can ESG investments incorporate a gender lens? As standard setting bodies vie for leadership in ESG reporting standards, there has been a focus on the materiality of ESG metrics by company and industry. Proposed ESG standards tend to focus on metrics with material impact, defined as able to be measured and documented, on financial performance or risk at the company or industry level.
[Read more…] about Infographic #1: A Gender Lens in ESG InvestingAs a thematic environmental, social and governance (ESG) investment strategy, gender lens investment vehicles tend to incorporate two pillars of ESG. By definition gender lens investments cover the G of ESG, relationships with internal stakeholders. Our research shows that many gender lens vehicles also incorporate a focus on the S, relationships with external stakeholders. E, – to varied degrees. In Environmental, Social and Governance (ESG) Pillars in Gender Lens Investing, we explore how gender lens equity funds can also incorporate the E, impact of products and services on the environment and climate change risk.
[Read more…] about Gender Lens + ESG Investment CriteriaGender lens investing (GLI) is seen as a thematic environmental, social, and governance (ESG) investment strategy. Within GLI, global and regional gender lens equity funds grew from a wide body of research demonstrating the performance and other benefits of higher women in leadership (WIL). How well do gender lens equity funds reflect an ESG approach? By definition, the WIL investment philosophy captures the G of ESG, relationships with internal stakeholders. Our analysis shows that many GLI funds and indexes also capture an element of the S, relationships with external stakeholders, through a focus on supplier diversity, human rights exclusions, and product safety.
[Read more…] about Environmental, Social and Governance (ESG) Pillars in Gender Lens Investing (GLI)
