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Promoting
equality and inclusion

0
N. FUNDS WITH 5 STARS
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ABOVE AVERAGE FUNDS
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FUNDS ANALYZED

How Can I Take Action?

The stakes

It is essential, within Society, in order not to encounter serious obstacles to the common welfare, that equality and inclusion be firmly rooted. Thus arises, the need to promote a Society that is able to overcome all forms and kinds of gender inequality, where men and women have the same kind of opportunities and where diversity can become a value.

Promoting equality and inclusion means, therefore, being able to intervene for equal opportunity by implementing policies that have human rights treaties and core labor principles as their guide in order to make Society where merit is more important than gender and diversity.

The sustainability goals

Common fund objectives can also be combined with the promotion of equality andinclusion within Society through adherence to the most important international norms in the field (human rights, core labor principles, anti-corruption), or through projects directly dedicated to the abatement of inequality and equal opportunity (fair pay, combating violence against women, fighting poverty) so as to push toward an inclusive Society .

Management strategies

Sustainable investors use different management strategies:
The Exclusion Approach: Many funds approach the issue by excluding Society related to controversial subjects (alcohol, gambling, adult entertainment) or those that do not comply with human rights, labor rights, and child labor regulations.
The Thematic Approach: Some funds invest directly in issues related to equality, inclusion, and reducing inequality (microcredit, human capital enhancement, transportation, demographic trends).
The Normative Approach: Most funds make special reference to international treaties on human rights (Universal Declaration of Human Rights) and children's rights and the UN Convention on Corruption.

We have identified about 70 criteria that allow us to assess the importance of equality and inclusion in mutual fund management in our universe.

The most widely used approaches are Screening: exclusion (controversial subjects and non-compliance with human and labor rights) and normative (human rights and corruption) with still few cases of thematic funds focusing, instead, on theImpact they generate.

The adverse impacts

Gender equality is hindered by a range of abuses, social, economic and criminal. Establishing key indicators to measure discrimination of various kinds is therefore a key step in promoting inclusion and a culture of diversity.

The evaluation requirements on sustainable mutual funds are emblematic of a Society that seeks to remove the very first of injustices, that to women. The mandatory indicators are:

  • Inadequate gender pay gap:
    The difference between the average gross hourly wage of male employees compared to female employees expressed as a percentage.
  • Gender diversity in the board of directors.:
    The average ratio of female board members to male board members in the Society investees.

In addition to these, sustainable funds are optionally invited to measure:

  • Incidents of discrimination:
    The number of incidents of discrimination reported in the Society participated expressed as a weighted average.
  • CEO excessive pay ratio.:
    The average ratio, within the Society investees, between the total annual compensation of the highest-paid individual and the average total annual compensation of all employees (excluding the highest-paid individual).
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The 5 Most Profitable Sustainable Equity Funds Attentive to Inclusion and Gender Equality Issues :

type_name_en Classification instrument_id isin masterisin Fund Currency ESGAP class_type Theme Cod_impact Area ESG Intensity Performance RIschio Performance 6 months Performance 1 year Performance 3 years
Equity Sectoral Equities - Technology 80.411 IE00BM95B514 IE00BM95B514 Polar Capital Global Technology EUR 5 Open-end mutual funds SDGS4 Society 5 5 1 33,69 125,51 210,16
Equity Japan equities 9.396 IE00B8C1QM02 IE00B8C1QM02 polar capital japan value EUR 5 Open-end mutual funds SDGS4 Society 5 5 4 21,48 59,55 131,24
Equity Emerging Markets Equity - Europe 12.395 LU0106820292 LU0106820292 schroder isf emerging europe EUR 4 Open-end mutual funds SDGS4 Society 5 5 2 20,79 48,76 126,65
Equity Emerging Markets Equity - Europe 80.640 LU0944739340 LU0944739340 East Capital Baltics SEK 4 Open-end mutual funds SDGS4 Society 5 5 2 20,61 48,11 136,39
Equity Emerging Markets Equity - Europe 19.846 LU0332316016 LU0332316016 east capital (lux) balkan EUR 5 Open-end mutual funds SDGS4 Society 5 5 3 16,55 49,55 125,75


The 5 Most Profitable Bond Funds Attentive to Inclusion and Gender Equality Issues :

type_name_en Classification instrument_id isin masterisin Fund Currency ESGAP class_type Theme Cod_impact Area ESG Intensity Performance RIschio Performance 6 months Performance 1 year Performance 3 years
Bond International Emerging Markets Bonds 81.196 LU2490693962 LU2490693962 Schroder ISF Sustainable EM ex China Synergy USD 4 Open-end mutual funds SDGS4 Society 5 5 0 14,82 46,14 57,42
Bond International Emerging Markets Bonds - EUR Hedged 87.578 LU1897614902 LU1897614902 Edmond de Rothschild Emerging Sovereign Fund - Hedged EUR 5 Open-end mutual funds SDGS4 Society 5 5 3 6,15 19,07 47,37
Bond Absolute Return Bond Vol 5-7.5 16.074 LU0218201217 LU0218201217 schroder isf emerging markets debt abs. ret. GBP 4 Open-end mutual funds SDGS4 Society 5 5 1 5,00 14,51 28,11
Bond USD Bonds - High Yield 22.490 LU0448623792 LU0448623792 pictet us high yield EUR 5 Open-end mutual funds SDGS4 Society 5 5 4 2,39 9,97 22,64
Bond International Bonds - High Yield 19.984 LU0335991534 LU0335991534 eurizon fund bond high yield EUR 5 Open-end mutual funds SDGS4 Society 5 5 4 2,04 8,19 26,51


The 5 most profitable sustainable ETFs attentive to issues related to inclusion and equality :

type_name_en Classification instrument_id isin masterisin Fund Currency ESGAP class_type Theme Cod_impact Area ESG Intensity Performance RIschio Performance 6 months Performance 1 year Performance 3 years
Equity International Equity - EUR Hedged 71.646 IE00BJQRDP39 IE00BJQRDP39 invesco quantitative strategies esg global equity multi-factor ucits etf - Hedged EUR 4 Exchange Traded Fund SDGS4 Society 5 5 2 9,62 34,23 76,53
Equity International Equity 71.645 IE00BJQRDN15 IE00BJQRDN15 invesco quantitative strategies esg global equity multi-factor ucits etf USD 4 Exchange Traded Fund SDGS4 Society 5 4 2 9,37 32,21 71,80
Equity European equities 62.325 LU1603795458 LU1603795458 indexiq factors sustainable europe equity EUR 4 Exchange Traded Fund SDGS4 Society 5 3 4 8,37 25,80 42,48
Equity European equities 66.443 IE00BG0NY640 IE00BG0NY640 invesco msci europe esg leaders catholic principles ucits etf EUR 4 Exchange Traded Fund SDGS4 Society 5 3 3 7,11 24,68 39,26
Equity International Equity 88.423 IE0002Z12PN9 IE0002Z12PN9 Robeco 3D EM Equity UCITS ETF USD 2 Exchange Traded Fund SDGS4 Society 5 2 0 13,56

The 5 most profitable sustainable thematic funds attentive to inclusion and equality :

type_name_en Classification Theme instrument_id isin masterisin Fund Currency ESGAP class_type Cod_impact Area ESG Intensity Performance Risk Performance 6 months Performance 1 year Performance 3 years
Equity Sectoral Equities - New Energies Alternative energy 72.451 LU2145462722 LU2145462722 robecosam smart energy equities EUR 4 Open-end mutual funds SDGS4 Society 5 4 1 29,05 94,79 74,95
Equity Sectoral Equity - Climate & Environment Climate action 18.243 LU0275317682 LU0275317682 swisscanto (lu) equity global climate invest EUR 5 Open-end mutual funds SDGS4 Society 5 4 2 17,34 57,44 62,89
Equity Sectoral Equity - Climate & Environment Climate action 81.632 LU0275317336 LU0275317336 Swisscanto (LU) Equity Sustainable Global Climate EUR 5 Open-end mutual funds SDGS4 Society 5 4 2 16,93 56,15 58,55
Equity Sectoral Equities - New Energies Alternative energy 18.391 LU0280430405 LU0280430405 Pictet Clean Energy Transition USD 5 Open-end mutual funds SDGS4 Society 5 4 1 16,81 64,61 63,81
Equity Sectoral Equity - Climate & Environment Climate action 77.146 LU2348336186 LU2348336186 Fidelity Funds Sustainable Climate Solutions USD 5 Open-end mutual funds SDGS4 Society 5 4 3 16,10 53,02 63,68