Learn
about
sustainability
Discover
your
preferences
Explore
sustainable
investments
Enhance
your
investments
Check
your
portfolio
Act
with
awareness
Promoting
equality and inclusion
equality and inclusion
How can I take action?
It is crucial, within Society, that equality and inclusion are firmly rooted in order not to encounter serious obstacles to the common welfare. Hence, the need to promote a Society that is able to overcome all forms and types 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 in favour of equal opportunities by implementing policies that are guided by human rights treaties and core labour principles in order to achieve a Society where merit is more important than gender and diversity.
The objectives of common funds can also be combined with the promotion of equality andinclusion within Society through the adherence to the most important international standards in this field (human rights, core labour principles, fight against corruption), or through projects directly dedicated to the elimination of inequalities and equal opportunities (fair pay, combating violence against women, fight against poverty) so as to push towards an inclusive Society .
Sustainable investors use different management strategies:
The Exclusion Approach: Many funds approach issues by excluding Society linked to controversial subjects (alcohol, gambling, adult entertainment) or those that do not comply with human rights, labour rights and child labour regulations.
The Thematic Approach: Some funds invest directly in themes related to equality, inclusion and the reduction of inequalities (microcredit, human capital enhancement, transport, demographic trends).
TheNormative Approach: Most funds make particular 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.
Gender equality is manifested 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 placed 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).
For a better reading of the data, please rotate your device.
The 5 most profitable sustainable equity funds with a focus on inclusion and gender equality :
type_name_en | Classification | instrument_id | isin | masterisin | Fund | Currency | ESGAP | class_type | Theme | Cod_impact | Area | Intensity | Performance | Risk | Performance 6 months | Performance 1 year | Performance 3 years |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity | Sectoral Equities - Banking & Finance | 43.578 | IE00BWY56Y06 | IE00BWY56Y06 | algebris financial equity | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 5 | 3 | 29,11 | 37,01 | 67,47 | |
Equity | Italian equities | 10.582 | IT0004896541 | IT0004896541 | soul italy | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 5 | 2 | 27,55 | 29,99 | 61,22 | |
Equity | Emerging Markets Equity - Europe | 19.846 | LU0332316016 | LU0332316016 | east capital (lux) balkan | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 5 | 4 | 24,61 | 43,17 | 81,23 | |
Equity | Japan equities | 29.639 | LU0943301902 | LU0943301902 | schroder isf japanese opportunities | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 5 | 3 | 18,56 | 37,36 | 52,06 | |
Equity | Sector Equities - Technology | 73.466 | LU2181906269 | LU2181906269 | sycomore sustainable tech | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 1 | 35,08 | 54,97 | 19,26 | |
Equity | Sector Equities - Technology | 20.921 | LU0366762994 | LU0366762994 | franklin templeton technology | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 1 | 29,15 | 50,02 | 18,83 | |
Equity | International Equity - Growth | 45.425 | LU1218204631 | LU1218204631 | invesco global opportunities | USD | 4 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 1 | 28,40 | 39,96 | 47,35 | |
Equity | Emerging Markets Equity - Europe | 80.640 | LU0944739340 | LU0944739340 | East Capital Baltics | SEK | 4 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 2 | 28,40 | 47,90 | 47,86 | |
Equity | International equities | 71.119 | AT0000A261L7 | AT0000A261L7 | raiffeisen capital manag. paxetbonum-aktien | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 1 | 26,90 | 31,72 | 29,74 | |
Equity | US equities | 13.626 | LU1883873496 | LU1883873496 | amundi funds us pioneer fund | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 2 | 25,48 | 38,67 | 42,43 |
The 5 most profitable bond funds with a focus on inclusion and gender equality :
The 5 most profitable bond funds with a focus on inclusion and gender equality :
type_name_en | Classification | instrument_id | isin | masterisin | Fund | Currency | ESGAP | class_type | Theme | Cod_impact | Area | Intensity | Performance | Risk | Performance 6 months | Performance 1 year | Performance 3 years |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Bond | Subordinated Bonds | 73.600 | FR0010952788 | FR0010952788 | lazard capital fi sri | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 2 | 12,23 | 20,54 | 0,68 | |
Bond | Subordinated Bonds | 9.339 | IE00B81TMV64 | IE00B81TMV64 | algebris financial credit | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 2 | 11,84 | 15,62 | 2,45 | |
Bond | Subordinated Bonds | 27.228 | LU0772943501 | LU0772943501 | nordea 1 european financial debt | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 4 | 10,76 | 16,18 | 1,61 | |
Bond | Absolute Return Bond Vol 5-7.5 | 73.935 | IE00BYT35D51 | IE00BYT35D51 | algebris Global Credit Opportunities | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 3 | 9,94 | 12,44 | 8,00 | |
Bond | Bonds Europe - High Yield | 70.489 | LU1927799012 | LU1927799012 | nordea 1 european high yield stars bond | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 3 | 9,55 | 13,53 | 3,69 | |
Bond | Euro Bonds - High Yield | 28.724 | LU0849400030 | LU0849400030 | schroder isf euro high yield | EUR | 4 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 2 | 9,48 | 13,21 | 2,07 | |
Bond | International Bonds - High Yield | 81.340 | LU2280509113 | LU2280509113 | Amundi Funds Pioneer Global High Yield ESG Improvers Bond | USD | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 1 | 9,33 | 14,07 | 17,19 | |
Bond | International Bonds - Short Term | 51.631 | LU1883339746 | LU1883339746 | amundi funds optimal yield short term | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 4 | 8,95 | 12,21 | -1,87 | |
Bond | Subordinated Bonds | 4.481 | FR0010584474 | FR0010584474 | edmond de rothschild financial bonds | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 3 | 8,84 | 12,23 | -0,32 | |
Bond | International Bonds | 78.787 | FR0013307691 | FR0013307691 | edmond de rothschild fund Financial Bonds | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 3 | 8,81 | 12,30 | -0,60 |
The 5 most profitable sustainable ETFs with a focus on inclusion and equality issues :
The 5 most profitable sustainable ETFs with a focus on inclusion and equality issues :
type_name_en | Classification | instrument_id | isin | masterisin | Fund | Currency | ESGAP | class_type | Theme | Cod_impact | Area | Intensity | Performance | Risk | Performance 6 months | Performance 1 year | Performance 3 years |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity | International equities | 71.646 | IE00BJQRDP39 | IE00BJQRDP39 | invesco quantitative strategies esg global equity multi-factor ucits etf | EUR | 5 | Exchange Traded Fund | SDGS4 | Society | 5 | 4 | 2 | 27,41 | 29,97 | 29,37 | |
Equity | International equities | 73.034 | LU2216829809 | LU2216829809 | lyxor msci world catholic principles esg (dr) ucits etf | USD | 4 | Exchange Traded Fund | SDGS4 | Society | 5 | 4 | 1 | 24,24 | 29,71 | 31,89 | |
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 | 17,59 | 9,91 | 14,11 | |
Equity | European equities | 67.686 | LU1377382368 | LU1377382368 | bnp paribas easy low carb 100 europe ucits etf | EUR | 5 | Exchange Traded Fund | SDGS4 | Society | 5 | 3 | 4 | 15,68 | 6,70 | 22,24 | |
Equity | Japan equities | 78.907 | IE00BMDBMV87 | IE00BMDBMV87 | Invesco MSCI Japan ESG Universal Screened UCITS ETF | USD | 4 | Exchange Traded Fund | SDGS4 | Society | 5 | 3 | 1 | 13,48 | 16,87 | 12,88 | |
Equity | International equities | 62.317 | IE00BF2B0N83 | IE00BF2B0N83 | franklin libertyq global equity sri ucits etf | USD | 4 | Exchange Traded Fund | SDGS4 | Society | 5 | 2 | 3 | 12,99 | 10,22 | 16,82 | |
Equity | Euro equities | 71.872 | LU1971906802 | LU1971906802 | ubs etf euro stoxx 50 esg ucits etf | EUR | 5 | Exchange Traded Fund | SDGS4 | Society | 4 | 4 | 2 | 22,93 | 20,76 | 40,34 | |
Equity | International equities | 71.868 | IE00BJQRDK83 | IE00BJQRDK83 | invesco msci world esg screened ucits etf | USD | 4 | Exchange Traded Fund | SDGS4 | Society | 4 | 4 | 2 | 19,16 | 24,29 | 30,53 | |
Equity | US equities | 71.734 | IE00BKS7L097 | IE00BKS7L097 | invesco s&p 500 esg ucits etf | USD | 3 | Exchange Traded Fund | SDGS4 | Society | 4 | 4 | 2 | 19,06 | 29,87 | 47,06 | |
Equity | International equities | 37.404 | LU0629459743 | LU0629459743 | ubs etf msci world socially responsible ucits etf | USD | 5 | Exchange Traded Fund | SDGS4 | Society | 4 | 4 | 1 | 18,55 | 24,36 | 28,19 |
The 5 most profitable sustainable thematic funds focusing on inclusion and equality :
type_name_en | Classification | Theme | instrument_id | isin | masterisin | Fund | Currency | ESGAP | class_type | Cod_impact | Area | Intensity | Performance | Risk | Performance 6 months | Performance 1 year | Performance 3 years |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity | Sector Equities - Technology | Robotics | 39.821 | LU1279333329 | LU1279333329 | pictet robotics | USD | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 1 | 30,30 | 42,19 | 28,01 |
Equity | Sector Equities - Technology | Robotics | 42.309 | BE0176735018 | BE0176735018 | belfius equities robotics & innovative technology | USD | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 1 | 26,73 | 35,13 | 20,99 |
Equity | Sector Equities - Technology | Disruption | 74.308 | LU1752457405 | LU1752457405 | jss if sustainable equity tech disruptors | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 1 | 26,44 | 46,01 | 22,33 |
Equity | Sector Equities - Technology | Digitization | 75.090 | LU1602110832 | LU1602110832 | robeco digital innovations | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 2 | 25,30 | 29,15 | 24,27 |
Equity | Sector Equities - Technology | Digitization | 67.759 | LU1602110675 | LU1602110675 | robeco digital innovation | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 2 | 24,80 | 28,13 | 21,37 |
Equity | Sector Equities - Technology | Robotics | 71.101 | LU1923622887 | LU1923622887 | natixis if (lux) i thematics ai and robotics | USD | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 2 | 24,57 | 28,60 | 27,77 |
Equity | Sector Equities - Water | Water | 4.636 | FR0010678433 | FR0010678433 | bnp paribas aqua | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 4 | 23,15 | 16,47 | 23,69 |
Equity | Sector Equities - Water | Water | 33.223 | LU1165135952 | LU1165135952 | bnp paribas funds aqua | EUR | 5 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 4 | 23,12 | 16,35 | 23,19 |
Equity | International Equity - Growth | Equality and inclusion | 50.735 | LU0129437173 | LU0129437173 | jpmorgan global socially responsible | USD | 4 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 2 | 20,93 | 25,54 | 29,71 |
Equity | International equities | Millennial | 70.372 | LU1966631266 | LU1966631266 | carmignac pf grandchildren | EUR | 4 | Open-end mutual funds | SDGS4 | Society | 5 | 4 | 1 | 20,64 | 22,83 | 24,75 |