Parallelle Finance
Gender Lens Investing
This archive of information contains non-performance data regarding the gender lens investment products monitored by Parallelle Finance.
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 ReviewThis 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. Many employ internal WIL tracking indexes. Solactive Equileap is the main provider of external WIL indexes, built from a universe of developed market stocks with market caps of over $2.0 billion. According to the latest Morningstar data on mutual funds and ETFs, 14% of all portfolio managers globally are women and 11% in the U.S., a figure that has not budged in many years. In the gender lens sector, the available data shows that management teams are well ahead on this front, with 49% female portfolio managers.
[Read more…] about Gender Lens Equity Funds: Key StatsThe tables below show the quarter-end, aggregated sector and country allocations across the primary publicly traded gender lens equity funds (GLEFs) available to individual investors. Additionally, we provide the latest global country rankings of gender equality by various global organizations.
[Read more…] about Gender Lens Equity Funds: Sector & Country AllocationsThis table presents the available top ten holdings of the publicly-traded gender lens equity funds we follow. In keeping with our most recent performance table, we divide these holdings into global and regional gender lens funds. For each of these geographical groups, the holdings are shown by Global Industry Classification Standard (GICS) sectors, which are displayed in alphabetical order. Headquarter countries and GICS industries are also included.
[Read more…] about Gender Lens Equity Funds: Top Ten HoldingsCOVID-19 brought unequal impacts to women and intensified already widening inequities. The pandemic drove acute job losses in lower-paying service roles, which are largely staffed by women. Women in all industries and levels also disproportionately downshifted their careers to take on increased caregiving burdens as schools and daycares closed.
Against this backdrop, Equileap, a leader in corporate gender equity research, issued its fourth annual Gender Equality Global Report and Ranking in March 2021. Utilizing publicly available data and policy information to assign gender equality scores, the report summarizes key findings and 2020 gender lens metrics by country and sector.
The above is a excerpt from a piece by Marypat Thenell Smucker featured on TheImpactivate.com.
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
