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)

Performance Metrics

Top Holdings

Interested in Impact Finance?

Cyan Reef harnesses benefits of new applied technologies, financial research and best industry practices to deliver performance and greater scope of impact investment options.

Instruments to Invest in Diversity Impact

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