Q1 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 $4.6 billion.

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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…

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Gender Lens Investing: Diverse Corporate Leadership Outperforms

Gender lens investing (GLI) is the direction of investment resources toward the achievement of gender equality. Broadly defined, GLI describes investment funds and portfolios in private and public capital markets segments. A breadth of studies spanning two decades has repeatedly shown connections between higher levels of women in leadership (WIL) and superior financial and operational…

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