Posts Tagged ‘impact investing’
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 MoreHow University Endowments Enhance Community Impact through Local Investments
ESG investing has risen among college and university endowment funds in the wake of increased stakeholder demands for sustainable investments as well as greater community impact. A landmark 2020 study by the Intentional Endowment Network demonstrated that higher education endowments are successfully meeting or exceeding objectives through mission-aligned investing. Many colleges and universities choose to redirect endowment…
Read MoreQ1 2020 Overview – Gender Lens Equity Funds: The First Major Test
Amid the unfolding global pandemic and economic downturn, equities plunged during the first quarter. The S&P 500 Index returned -19.6% and the MSCI World Index posted three-month returns of -21.05%, as developed and emerging markets indexes were all down steeply. Among gender lens indexes, the MSCI World Women’s Leadership Index declined 25.63%, and the MSCI…
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