Posts Tagged ‘data table’
Diversity, Equity, & Inclusion Fund: Key Stats
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. This small but growing number of publicly traded diversity, equity, and inclusion (DEI) funds have an investment philosophy centered on companies with robust and publicly disclosed diversity…
Read MoreGender 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.
Read MoreGender Lens Index Stats
Our coverage universe incorporates several families of gender lens equity indexes, including a suite of global and regional Solactive Equileap indexes, a group of MSCI women’s leadership indexes with a focus on women at board and leadership levels, two FTSE Russell women’s leadership indexes, and a family of Morningstar gender lens indexes constructed from Equileap…
Read MoreQ4 2024 Diversity, Equity, & Inclusion Funds Performance – 3 & 12-month
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 eight funds and four indexes in this coverage set are listed in the table below. The assets under management totaled $2.0…
Read MoreQ4 2024 Gender Lens Equity Fund Performance – 3 & 12-month
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 $4.5 billion as of…
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