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Gender Equality Impact Equity

Gender Equality Impact Equity

Strength in diversity

Key Points

  • Creates shareholder value and social impact through investments in gender equality
  • Applies disciplined approach that integrates proprietary gender scores into company valuations
  • Contributes to SDG 5, gender equality, and SDG 8, decent work and economic growth

Philosophy

Our investment philosophy is grounded in the core belief that the integration of ESG factors into a disciplined, research-driven investment process leads to better-informed investment decisions and better risk-adjusted returns through an economic cycle.

Building on our proprietary data and research, we identify companies that generate a competitive advantage through sound business practices, efficiency improvements, and the creation of new solutions for the myriad challenges facing society over the coming decades.

Taking a long-term investment perspective, we analyze companies’ business models, market positioning and growth potential, and evaluate their financial performance and valuation. Based on this fundamental assessment, we seek to uncover attractive investment opportunities and implement them in concentrated, conviction-based equity portfolios.

Process

The strategy applies a systematic, bottom-up stock selection process that combines extensive proprietary ESG research with rigorous fundamental analysis into gender equality indicators. The result is a concentrated portfolio of attractively valued companies with a positive social impact.

Sustainable universe
The starting universe focuses on companies with a strong sustainability profile and the best performance based on proprietary gender equality research.

Idea generation & investment recommendation
Sustainability research into the most material gender equality factors is integrated into a structured, bottom-up research process.

Portfolio construction
The portfolio manager’s decisions result in the creation of a high-conviction portfolio of companies with attractive valuations, sound economic fundamentals and strong responsibility toward gender equality as well as in the reduction of the environmental footprint.

Team

The investment team analyzes sector trends, identifies investment opportunities and conducts fundamental research on companies. It closely interacts with SI research to conclude their investment decisions. Portfolio managers finally construct the portfolios and constantly monitor their exposures.

The team of SI Analysts assess the gender performance of companies and continuously develop the gender methodology.

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Disclaimer

BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.

What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License
  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993
  • that is a body registered under the Financial Corporations Act 1974.
  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.
  • that is a listed entity or a related body corporate of a listed entity
  • that is an exempt public authority
  • that is a body corporate, or an unincorporated body, that:
    (i) carries on a business of investment in financial products, interests in land or other investments; and
    (ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.
  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
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