The following 944 publicly-traded companies have either: (a) at least one woman in a key leadership role (Board Chair, President, CEO, CFO or COO), or (b) at least 50% female board representation (i.e., board gender parity). There are 42 countries and 67 industries represented. The relevant U.S. Fortune 500 and Global Fortune 500 lists of companies are included here. In addition, the 19 equity market indexes included are:
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Special Report
Gender Lens Investing 2021: Supporting a women-focused recovery reviews the 2020 performance and composition of gender lens equity funds, offers an overview of gender lens fixed income vehicles and explores the dynamics shaping publicly-available gender lens investing in 2021.
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Gender Lens Equity Funds: Sector & Country Allocations
The tables below show the quarter-end, aggregated sector and country allocations across the primary publicly-traded gender lens equity funds (GLEF) available to individual investors. Additionally, we provide the latest global country rankings of gender equality by various global organizations.
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Gender Lens Equity Funds: Key Stats
This 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 48% female portfolio managers.
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Gender Lens Equity Funds: Top Ten Holdings
This 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.
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