Parallelle Finance
Gender Lens Investing
Gender Lens Investing Q1 2022 Review examines the first quarter 2022 performance and composition of gender lens equity funds and offers overviews of DEI equity funds and gender lens fixed income vehicles. The review explores the dynamics shaping publicly available gender lens investing:
Updating our Scorecard Rankings, and Applying a Gender Lens to Climate Funds.
[Read more…] about Q1 2022 ReviewHow many times do each of the shaded countries appear on the top twelve countries on ten leading global rankings of gender equality? Hover over a country to see the count. Notably, Sweden appears on all ten global rankings.
See the top twelve countries for each ranking provider and descriptions of the criteria below.
[Read more…] about Country Analysis of Gender EqualityThe 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.
[Read more…] about Q1 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 $4.1 billion.
[Read more…] about Q1 2022 Gender Lens Equity Fund Performance – 3 & 12-monthThis 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. These 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 51% female portfolio managers.
[Read more…] about Gender Lens Equity Funds: Key Stats
