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 Q3 2023

Gender Lens Investing Q3 2023 examines second-quarter performance and composition of gender lens equity funds and provides updates on gender lens fixed income, DEI equity funds, and women in the workplace and economy. The review also includes: A spotlight on Women in Global Asset Management.

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Gender Lens Investing Q2 2023

Gender Lens Investing Q2 2023 examines second-quarter performance and composition of gender lens equity funds and provides updates on gender lens fixed income, DEI equity funds, and women in the workplace and economy. The review also includes: A special section on the Geography of Gender Equality.

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Gender Lens Investing Q1 2023

Gender Lens Investing Q1 2023 examines first-quarter performance and composition of gender lens equity funds and provides updates on gender lens fixed income, DEI equity funds, and women in the workplace and economy. The review also includes: An update on our combined gender + climate investment criteria.

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