Gender Lens Equity Funds: Portfolio Composition

Kaleidoscope Skylight

The tables below show the quarter-end, aggregated portfolio composition as it relates to sector and country allocations of the primary publicly traded gender lens equity funds (GLEFs) available to individual investors. Also shown are the common top ten holdings across the GLEFs, including women-in-leadership (WIL) statistics for those companies.

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Q3 2019 Overview – Gender Lens Investing: A Sector Analysis

Sector Analysis

Gender lens investing in both fixed income and equities developed in response to evidence that companies with higher women-in-leadership (WIL) metrics outperformed on a range of financial and share price criteria. This correlation between WIL metrics and superior performance was first demonstrated in 2007 research from Catalyst and studies by Credit Suisse, and Merrill Lynch,…

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