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Promoting
equality and inclusion

0
N. FUNDS WITH 5 STARS
0
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 21,55 73,95 170,48
Equity Japan equities 9.396 IE00B8C1QM02 IE00B8C1QM02 polar capital japan value EUR 5 Open-end mutual funds SDGS4 Society 5 5 3 12,18 32,39 120,75
Equity Sectoral Equities - Biotechnology 12.633 LU0112497283 LU0112497283 pictet biotech USD 4 Open-end mutual funds SDGS4 Society 5 4 1 26,55 39,40 69,04
Equity Emerging Markets Equity - Latin America 15.654 LU0201576070 LU0201576070 amundi funds latin america equity USD 4 Open-end mutual funds SDGS4 Society 5 4 1 22,39 39,82 77,68
Equity Sectoral Equities - Precious Metals 4.625 FR0010664078 FR0010664078 edmond de rothschild am goldsphere EUR 3 Open-end mutual funds SDGS4 Society 5 4 0 19,14 84,51 188,26
Equity Sectoral Equities - Biotechnology 45.265 IE00B42Z4531 IE00B42Z4531 polar capital biotechnology USD 4 Open-end mutual funds SDGS4 Society 5 4 1 16,96 26,61 60,44
Equity Sectoral Equities - Precious Metals 84.102 FR0007374145 FR0007374145 LCL ACTIONS OR MONDE EUR 4 Open-end mutual funds SDGS4 Society 5 4 0 16,43 75,46 161,21
Equity Nordic Country Equities 51.123 LU0841543183 LU0841543183 nordea 1 norwegian equity EUR 5 Open-end mutual funds SDGS4 Society 5 4 2 15,30 24,54 53,59
Equity International Emerging Markets Equities 17.394 LU0254839870 LU0254839870 robeco emerging stars equities EUR 5 Open-end mutual funds SDGS4 Society 5 4 3 14,73 34,32 68,71
Equity International Emerging Markets Equities 17.159 LU0248177411 LU0248177411 schroder isf emerging markets EUR 4 Open-end mutual funds SDGS4 Society 5 4 2 14,61 32,93 59,06


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 16,20 30,56 58,32
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 4,25 11,75 43,93
Bond International Emerging Markets Bonds 83.519 LU1897607013 LU1897607013 Edmond de Rothschild Fund Emerging Sovereign USD 3 Open-end mutual funds SDGS4 Society 5 4 1 6,85 6,19 41,18
Bond Liquidity - Other Currencies 51.133 LU0841577678 LU0841577678 nordea 1 norwegian short-term bond fund EUR 5 Open-end mutual funds SDGS4 Society 5 4 1 6,05 6,48 18,77
Bond International Emerging Markets Bonds 13.026 LU1882453159 LU1882453159 amundi funds emerging markets bond EUR 5 Open-end mutual funds SDGS4 Society 5 4 2 5,83 3,84 29,84
Bond International Emerging Markets Bonds - EUR Hedged 19.773 LU1882454553 LU1882454553 amundi funds emerging markets bond - Hedged EUR 5 Open-end mutual funds SDGS4 Society 5 4 2 5,78 3,78 29,66
Bond International Emerging Markets Bonds 13.198 LU0128469243 LU0128469243 pictet global emerging debt USD 4 Open-end mutual funds SDGS4 Society 5 4 1 5,38 4,64 26,65
Bond Emerging Markets Bonds - Corporate 27.133 LU1882458463 LU1882458463 amundi funds emerging markets corporate high yield bond EUR 5 Open-end mutual funds SDGS4 Society 5 4 2 3,73 -0,39 25,67
Bond Absolute Return Bond Vol 5-7.5 16.074 LU0218201217 LU0218201217 schroder isf emerging markets debt abs. ret. GBP 3 Open-end mutual funds SDGS4 Society 5 4 1 3,68 7,89 30,32
Bond Europe Bonds - Convertibles 21.671 LU0401808935 LU0401808935 dnca invest convertibles EUR 4 Open-end mutual funds SDGS4 Society 5 4 1 3,50 7,55 24,61


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 71.645 IE00BJQRDN15 IE00BJQRDN15 invesco quantitative strategies esg global equity multi-factor ucits etf USD 4 Exchange Traded Fund SDGS4 Society 5 4 2 6,19 13,17 69,05
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 4 3 4,43 18,48 74,20
Equity European equities 62.325 LU1603795458 LU1603795458 indexiq factors sustainable europe equity EUR 5 Exchange Traded Fund SDGS4 Society 5 4 4 3,70 6,83 39,02
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 4 2,02 5,97 34,09
Equity International Equity 88.423 IE0002Z12PN9 IE0002Z12PN9 Robeco 3D EM Equity UCITS ETF USD 2 Exchange Traded Fund SDGS4 Society 5 2 0 7,66
Equity European equities 88.424 IE0007WLHX89 IE0007WLHX89 Robeco 3D European Equity UCITS ETF EUR 3 Exchange Traded Fund SDGS4 Society 5 2 1 6,28 10,52
Equity Japan equities 62.323 LU1603797587 LU1603797587 indexiq factors sustainable japan equity EUR 3 Exchange Traded Fund SDGS4 Society 5 2 3 1,27 2,30 33,89
Equity International Equity 88.425 IE000Q8N7WY1 IE000Q8N7WY1 Robeco 3D Global Equity UCITS ETF USD 2 Exchange Traded Fund SDGS4 Society 5 1 0 5,30 -2,15
Equity U.S. equities 88.426 IE000XERHYF0 IE000XERHYF0 Robeco 3D US Equity UCITS ETF USD 2 Exchange Traded Fund SDGS4 Society 5 1 0 3,27 -4,45
Equity International Equity 88.427 IE000VG2WCW5 IE000VG2WCW5 Robeco Dynamic Theme Machine UCITS ETF USD 2 Exchange Traded Fund SDGS4 Society 5 0 0 -2,92 -11,09

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 International Equity Climate action 81.518 LU2496629416 LU2496629416 Robeco Capital Growth Funds - Robeco Global Climate Transition Equities. EUR 5 Open-end mutual funds SDGS4 Society 5 4 2 5,55 11,37 51,36
Equity International Equity Circular Economy 74.243 LU2092759021 LU2092759021 robecosam circular economy equities EUR 4 Open-end mutual funds SDGS4 Society 5 4 1 5,22 15,89 51,09
Equity Sectoral Equities - Technology Disruption 74.308 LU1752457405 LU1752457405 jss if sustainable equity tech disruptors EUR 4 Open-end mutual funds SDGS4 Society 5 4 1 4,95 20,86 76,82
Equity International Equity Equality and inclusion 70.500 LU1939215312 LU1939215312 Nordea 1 Global Diversity Engagement EUR 5 Open-end mutual funds SDGS4 Society 5 4 2 4,18 11,70 54,42
Equity International Equity Equality and inclusion 89.145 LU1939214851 LU1939214851 Nordea 1 Global Gender Diversity EUR 5 Open-end mutual funds SDGS4 Society 5 4 2 4,06 11,45 53,40
Equity Sectoral Equities - Technology Digitization 81.432 LU2527298876 LU2527298876 Invesco Metaverse EUR 5 Open-end mutual funds SDGS4 Society 5 4 2 2,61 20,98 92,38
Equity Sectoral Equities - Technology Robotics 39.821 LU1279333329 LU1279333329 pictet robotics USD 5 Open-end mutual funds SDGS4 Society 5 4 1 1,77 17,96 66,80
Equity Sectoral Equities - New Energies Alternative energy 72.451 LU2145462722 LU2145462722 robecosam smart energy equities EUR 4 Open-end mutual funds SDGS4 Society 5 3 1 23,94 50,36 58,37
Equity Sectoral Equity - Climate & Environment Climate action 87.134 LU2818099116 LU2818099116 Robeco Emerging Markets Climate Transition Equities EUR 4 Open-end mutual funds SDGS4 Society 5 3 2 20,51 37,85
Equity Sectoral Equities - New Energies Alternative energy 28.179 LU0823414809 LU0823414809 bnp paribas funds energy transition EUR 3 Open-end mutual funds SDGS4 Society 5 3 0 17,26 67,44 0,43