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Promoting
equality and inclusion

0
N. FUNDS WITH 5 STARS
0
ABOVE AVERAGE FUNDS
0
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 Italian equities 10.582 IT0004896541 IT0004896541 soul italy EUR 5 Open-end mutual funds SDGS4 Society 5 5 1 17,02 29,13 94,80
Equity Euro equities 15.488 LU0195950489 LU0195950489 franklin templeton euroland EUR 5 Open-end mutual funds SDGS4 Society 5 5 3 16,32 23,19 65,15
Equity International Equity - Growth 30.231 LU0992625839 LU0992625839 carmignac pf investissement EUR 5 Open-end mutual funds SDGS4 Society 5 5 2 13,89 13,89 69,64
Equity Sectoral Equities - Precious Metals 84.102 FR0007374145 FR0007374145 LCL ACTIONS OR MONDE EUR 4 Open-end mutual funds SDGS4 Society 5 4 0 81,59 118,56 188,97
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 78,93 121,03 210,85
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 36,70 44,27 63,10
Equity International Emerging Markets Equities 81.639 LU2386147164 LU2386147164 Amundi Funds Emerging Markets Equity ESG Improvers EUR 5 Open-end mutual funds SDGS4 Society 5 4 3 30,42 36,70 58,86
Equity International Emerging Markets Equities 17.394 LU0254839870 LU0254839870 robeco emerging stars equities EUR 5 Open-end mutual funds SDGS4 Society 5 4 3 30,25 43,15 63,05
Equity International Emerging Markets Equities 15.810 LU0209325462 LU0209325462 robeco emerging markets equities EUR 5 Open-end mutual funds SDGS4 Society 5 4 3 28,14 36,62 56,57
Equity Asia Pacific equities 81.966 LU0487305319 LU0487305319 Robeco Asia-Pacific Equities USD 5 Open-end mutual funds SDGS4 Society 5 4 3 24,19 30,88 59,17


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 81.532 LU2490694002 LU2490694002 Schroder ISF Sustainable EM ex China Synergy USD 4 Open-end mutual funds SDGS4 Society 5 5 0 10,60 13,58 41,63
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 9,59 12,18 30,99
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 9,10 12,52 34,98
Bond International Convertible Bonds 89.100 LU2040497344 LU2040497344 JSS IF CoCo Bond EUR 5 Open-end mutual funds SDGS4 Society 5 5 2 3,77 8,26 31,83
Bond International Bonds - High Yield 16.964 LU0242606233 LU0242606233 schroder isf global high yield GBP 4 Open-end mutual funds SDGS4 Society 5 5 2 3,70 4,57 34,00
Bond USD Bonds - High Yield 22.490 LU0448623792 LU0448623792 pictet us high yield EUR 5 Open-end mutual funds SDGS4 Society 5 5 4 3,55 6,48 21,64
Bond Subordinated Bonds 51.283 LU1883334515 LU1883334515 amundi funds global subordinated bond EUR 5 Open-end mutual funds SDGS4 Society 5 5 3 3,28 7,63 34,67
Bond Subordinated Bonds 64.976 LU1616743388 LU1616743388 candriam bonds capital securities EUR 5 Open-end mutual funds SDGS4 Society 5 5 3 3,15 6,00 25,16
Bond Euro Bonds - High Yield 23.211 LU0496389577 LU0496389577 AB I Sustainable Euro High Yield Portfolio EUR 5 Open-end mutual funds SDGS4 Society 5 5 3 2,75 6,29 24,60
Bond Euro Bonds - High Yield 19.766 LU1883338003 LU1883338003 amundi funds optimal yield EUR 5 Open-end mutual funds SDGS4 Society 5 5 3 2,72 4,71 21,31


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 5 Exchange Traded Fund SDGS4 Society 5 5 3 15,22 18,47 69,10
Equity International Equity 71.645 IE00BJQRDN15 IE00BJQRDN15 invesco quantitative strategies esg global equity multi-factor ucits etf USD 5 Exchange Traded Fund SDGS4 Society 5 4 2 11,90 7,91 62,30
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 12,79 12,56 37,93
Equity European equities 62.325 LU1603795458 LU1603795458 indexiq factors sustainable europe equity EUR 4 Exchange Traded Fund SDGS4 Society 5 3 4 11,70 17,39 41,94
Equity International Equity 88.423 IE0002Z12PN9 IE0002Z12PN9 Robeco 3D EM Equity UCITS ETF USD 2 Exchange Traded Fund SDGS4 Society 5 2 0 19,06
Equity European equities 88.424 IE0007WLHX89 IE0007WLHX89 Robeco 3D European Equity UCITS ETF EUR 3 Exchange Traded Fund SDGS4 Society 5 2 1 17,39 19,40
Equity European equities 67.686 LU1377382368 LU1377382368 bnp paribas easy low carb 100 europe ucits etf EUR 5 Exchange Traded Fund SDGS4 Society 5 2 4 10,49 7,42 26,91
Equity Japan equities 62.323 LU1603797587 LU1603797587 indexiq factors sustainable japan equity EUR 3 Exchange Traded Fund SDGS4 Society 5 2 2 9,98 7,29 38,04
Equity International Equity 88.425 IE000Q8N7WY1 IE000Q8N7WY1 Robeco 3D Global Equity UCITS ETF USD 2 Exchange Traded Fund SDGS4 Society 5 0 0 -4,66 -8,93
Equity U.S. equities 88.426 IE000XERHYF0 IE000XERHYF0 Robeco 3D US Equity UCITS ETF USD 2 Exchange Traded Fund SDGS4 Society 5 0 0 -6,74 -13,23

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 - Technology Big data and artificial intelligence 77.014 LU2446850484 LU2446850484 Amundi Solutions Italy Artificial Intelligence Action Project. EUR 5 Open-end mutual funds SDGS4 Society 5 4 3 17,30 18,36 55,15
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 16,59 12,06 80,82
Equity Sectoral Equities - Technology Robotics 63.451 LU1598284849 LU1598284849 candriam equities l robotics & innovativetechnology EUR 4 Open-end mutual funds SDGS4 Society 5 4 1 14,76 8,62 61,57
Equity Sectoral Equities - Technology Robotics 39.821 LU1279333329 LU1279333329 pictet robotics USD 5 Open-end mutual funds SDGS4 Society 5 4 1 13,95 4,55 74,09
Equity Sectoral Equities - Technology Robotics 65.020 LU1502282806 LU1502282806 candriam equities l robotics & innovative technology USD 4 Open-end mutual funds SDGS4 Society 5 4 1 12,86 8,26 62,10
Equity Sectoral Equities - Technology Robotics 42.309 BE0176735018 BE0176735018 belfius equities robotics & innovative technology USD 4 Open-end mutual funds SDGS4 Society 5 4 1 12,35 7,20 57,37
Equity Sectoral Equities - Technology Digitization 81.432 LU2527298876 LU2527298876 Invesco Metaverse EUR 5 Open-end mutual funds SDGS4 Society 5 4 2 11,67 10,58 99,17
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 10,79 6,54 48,11
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 9,96 6,67 54,62
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 9,84 6,43 53,60