Parallelle Finance
Gender Lens Investing
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 2023The Gender Lens Scorecard applies five grade levels to four categories, each comprised of scores from sub-categories and indicators. Taken together, the categories assess both the fund and the asset management firm on gender equality in investment criteria, holdings, portfolio management team, and firm-wide leadership, as well as the fund’s performance and overall ESG approach. The Scorecard encompasses more than 25 distinct metrics. For 2023, we will publish Scorecard rankings for June 30 and December 31.
[Read more…] about Year-end 2022 Gender Lens Scorecard UpdateThis 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-monthThese introductory stats provide a short summary of investment criteria, fee info, investment style, number of holdings, and the percent of women’s representation on the portfolio management team. All gender lens equity funds (GLEFs) in our coverage universe employ investment criteria centered on women-in-leadership thresholds, and many have additional stated criteria on broad-based corporate gender metrics. Most of these funds utilize ESG screens. These are generally multi- and large-cap funds. According to Morningstar data on mutual funds and ETFs, 14% of all portfolio managers globally are women (11% in the U.S.), a figure which has not changed in the last decade. Among GLEFs, the available data shows that management teams are well ahead on this front with an average of over 50% female portfolio managers.
[Read more…] about Gender Lens Equity Funds: Key StatsThere 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 Overview
