Parallelle Finance
Gender Lens Investing
This archive is for performance data related to the product subclasses under in the gender lens investing asset class as monitored by Parallelle Finance.
Gender Lens Investing 2023 examines fourth-quarter performance and composition of gender lens equity funds and provides updates on gender lens fixed income and women in the workplace and economy. The review also includes:
The Global Women’s Economy: Count Us In.
[Read more…] about Gender Lens Investing 2023This 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 $4.8 billion.
[Read more…] about Q4 2022 Gender Lens Equity Fund Performance – 3 & 12-monthThere 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 December 31, total AUM of gender lens fixed income funds and vehicles was US$8.0 billion.
[Read more…] about Q4 2022 Gender Lens Fixed Income OverviewA 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 six funds and four indexes in this coverage set are listed in the table below. The assets under management totaled $1.5 billion as of December 31, 2022.
[Read more…] about Q4 2022 Diversity, Equity, & Inclusion Funds Performance – 3 & 12-monthGender Lens Investing Q3 2022 examines third-quarter performance and composition of gender lens equity funds and provides updates on gender lens fixed income and women in the workplace and economy. The review also includes:
Q3 Gender Lens Scorecard Rankings and Technology Funds through a Gender Lens.
[Read more…] about Q3 2022 Review
