Make a good Portfolio for gender equality

2) I choose the best performing mutual funds.

Invest only in sustainable mutual funds and ETFs

European regulations distinguish 3 types of financial products (S.F.D.R. transparency regulations) :

  • so-called Article 6 funds, where the manager considers the sustainability component to be insignificant ;
  • so-called Article 8 funds, where the manager takes certain sustainability aspects into account, and which contain a proportion of sustainable investments
  • so-called Article 9 funds, where the manager pursues stated sustainability goals and therefore contain only sustainable investments.

For your Portfolio dedicated to equality, we recommend :

  • To invest exclusively in S.F.D.R. art. 8 and 9 funds
  • to choose funds on our platform that address the theme of promoting equality and inclusion and have at least 3 out of 5 stars of intensity.

Define your exclusion policy

Go to our EXPLORE section and check out the section on social exclusions.
There is a long list of controversial activities, but nothing specific to equality.

You may be interested in the topics of human rights, addictions, andarmament : in all, there are 30 controversial economic sectors being overseen by fund managers.

For your Portfolio gender equality, we recommend :

  • To monitor human, workers' and children's rights.
  • use the criterion of exclusions flexibly : a fund that does not monitor a particular controversial sector will not necessarily be significantly exposed to it.

Put in Portfolio both specialized and generalist funds

Thematic funds are found in the market that invest in favor of the social economy, and indirectly promote social and economic equality :

  • equality and inclusion
  • education
  • the well-being of the population
  • the Basic Needs
  • Security
  • the reduction of inequality

There are also a number of sustainable funds that address equality within their social sustainability criteria. You will recognize these funds because they have very high ratings in all areas E, S, G.

We recommend that you invest between 25 and 50 percent in specialized funds, and the rest in generalist funds.

Always check the ESGAP of funds on Positive Finance

ESGAP (ESG adjusted performance) calculates both the financial performance, financial risk quality, and sustainability management quality of funds.

Our indicator is calculated daily and contains 2/3 financial measures and 1/3 sustainability assessments.

It's a great tool to validate your choices, because you may come across funds that are excellent from a sustainability standpoint but have not had equally good financial returns.

For your Portfolio climate, we suggest you favor mutual funds and ETFs that have an ESGAP rating of 4 or 5 stars.

In this way, you will maintain great financial quality combined with excellent sustainability qualities.

Remember : ESGAP changes over time, you will then need to monitor the status of your Portfolio regularly (at least once every quarter).

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