Gender Equality Funds Tool from As You Sow
Summary
As You Sow commit to launching the Gender Equality Funds tool and putting together advocacy directed to those companies that do not do well. The platform has now launched; investors can search the tool and compare mutual funds based on their gender lens score and financial performance. Updated data on mutual fund holdings provided by Morningstar are updated each month.
Goal
The commitment has three goals: launch the platform, spread the word, and update the platform.
Call to Action
View the current list of resolutions around gender and diversity or sexual and reproductive health (and vote if you’re a shareholder)
Join the 101 other signatories on the workplace equity disclosure statement - representing 1.73 trillion AUM
Lead Organisation
As You Sow
Key Partners
Equileap
Impact Regions
US
Start Date
2018
“We hope that companies, especially small cap, do more robust disclosure on gender equity. This will enable us to reflect the state of corporate gender policies and practises more accurately.”
Milestones and Progress
November 2018 (Global GenderSmart Investing Summit)
Tool announced at the Summit, commitment made to launch and keep it updated, engage investors and financial intermediaries, and engage companies who underperform on gender equity.
May 2019
Platform integrates Equileap gender data with Morningstar mutual fund holdings data
October 2019
Gender Equality Funds investing tool upgraded with a first-of-its-kind sustainability report card, grading investments on six environmental and social issues including gender equality, fossil fuels, deforestation, and weapons.
Feb 2020
Adding a tool that allows side by side fund comparison
Adding fund fees and costs - a lot of people have asked.
Impact Measurement and Key Metrics
101 signatories representing US1.73 trillion AUM