Gender 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 Leadership
Gender Lens Investing Q2 2021 Review examines the second quarter 2021 performance and composition of gender lens equity funds, expands our coverage of diversity, equity, & inclusion funds, offers an update on gender lens fixed income activity and explores the dynamics shaping publicly available gender lens investing.
Including A Country Analysis.[Read more…] about Q2 2021 Review
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 $3.47 billion.[Read more…] about Q2 2021 Gender Lens Equity Fund Performance
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 June 30, total AUM of gender lens fixed income funds and vehicles was US$7.71 billion.[Read more…] about Q2 2021 Gender Lens Fixed Income Overview
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 $154 million as of June 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.[Read more…] about Q2 2021 Diversity, Equity, & Inclusion Funds Performance
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