Diversity and Inclusion
Diversity & inclusion strategy invests in companies that pro-actively promote equality, inclusion, fair and equitable society – with a view of benefiting commercially from greater market access, attractive but overlooked segments and geographies, talent retention and better understanding of innovation and market dynamics.
Investment Strategy Objective
Fundamental broad-based allocation strategy seeking attractive risk-adjusted returns benchmarked against diversity and inclusion standards. Investment theses:
- Female-led companies or companies with diverse leadership
- Minority- and immigrant-founded or led companies
- Financial inclusion and SME finance
- Leadership in good workforce practices, equal compensation and work-life balance
- Overlooked, discriminated, under-funded or financially constrained businesses, segments, or geographies with high growth potential
Impact Objective
Supporting and maintaining best standards in diversity and equality corporate policies.
Allocation: fundamental passive
Strategy: thematic
Asset class: equity
Geography: global
Market capitalization: calculate
Median market cap per company: calculate (median over the past year)
