Posts Tagged ‘diversity equity and inclusion’
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 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 MoreGender 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.
Read MoreGender 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.
Read MoreGender 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.
Read More