Sign up for Positive Finance's Portfolio on gender equality

in collaboration with

Do you want to include the topic of gender equality in your Portfolio investment? All it takes is one click.

Thanks to the service with which online sim offers the Portfolio model "Gender Equality" you can receive, directly to your cell phone, a Portfolio dedicated to the social issue of gender equality and inclusion.

MC Advisory CSR, the Society benefit that administers Positive Finance, does it all: it selects the funds most dedicated to women's and equality issues and creates a risk-controlled Portfolio with the goal of maximizing performance by monitoring the progress of the cause of women and social rights.

Several times in a year, you will receive proposals for new model portfolios directly to your cell phone that you can implement in seconds. Positive Finance will comment on your management and sustainability choices.

The features of Portfolio "Gender Equality" by Positive Finance.

1) We define precise social and financial goals.

MCSR leverages artificial intelligence to build portfolios with high social content and where the theme of equality is present and capable of realizing financial gains aligned with international equity markets.

Portfolio invests exclusively in mutual funds and ETFs that pass MCSR's rigorous sustainability criteria, based on the examination of 420 sustainability management metrics, with a focus on gender equality.

All funds must also have excellent probability of revaluation from a financial point of view.

2) We build a diversified stock Portfolio

Portfolio is 100% invested in equity funds of leading Society management companies with a strong culture of sustainability and committed to promoting gender equality.

MCSR chooses between 5 and 8 Society management with a wide range of sustainable funds (S.F.D.R. art. 8 and 9) where products dedicated to social issues and the role of women in the economy and Society can be found.

The Portfolio consists of 8 to 12 positions.

3) We select only mutual funds of excellent financial and ESG quality.

MCSR applies a financial optimization process after creating an investment universe restricted to less than 10% of equity funds that meet the following characteristics:

Purpose: All funds primarily care for sustainability (S.F.D.R. art. 8 and 9)
Processes: each fund demonstrates greater attention to social factors than the market (top 40%)
Impacts: the Portfolio invested must be of high social quality, as measured by our "Gender Equality" indicator (top 30%)

At least 30 percent of Portfolio "Gender Equality" is composed of funds dedicated to gender equality and inclusion issues and funds dedicated to social sustainability (welfare, education, security, aging, nutrition).

4) We use hundreds of indicators to evaluate performance

MCSR calculates about 900 ratings each day to measure the comparative quality of each of the 12,000 mutual funds it analyzes:

The performance rating measures the fund's ability to outperform the market in trend, down, and crisis phases and the stability of returns
Risk macrorating measures each fund's losses in various market phases
ESG intensity rating measures the effort of managers, i.e., the comparative quality of their transparency, management processes, and environmental, social, and good governance ambition of mutual funds and ETFs
ESG risk and impact rating measures the ESG risks and impacts of companies where the manager has invested

5) We monitor the adverse impacts of the Portfolio

On a monthly basis, the Investment Committee reviews management results and decides whether to intervene with arbitrages to maximize financial performance and optimize the risk level of Portfolio.

The Committee verifies that Positive Finance's Portfolio "Gender Equality" continuously complies with the following ESG management stakes:

Social issues management indicator is in the top 30% of the market
The summary indicator of social impact is in the top 30% of the market
The wage gap and the indicator of women's presence on BoDs are in the top 50% of the market

6) We assess all the social impacts of the Portfolio

We created a proprietary "Gender Equality" indicator that measures 24 social impacts on sustainability and allows funds to be compared with each other.

Our indicator considers:
32% - The male-female wage gap and the percentage of women on Boards of Directors.
15% - Respect for human rights
15% - Forced and child labor
9% - Social sustainability
9% - Violations of citizens' rights
8% - Incidents of discrimination
12% - Others (security, weapons, grievances)

back up

Sign up for Positive Finance's Portfolio on gender equality

in collaboration with

Do you want to include the topic of gender equality in your Portfolio investment? All it takes is one click.

Do you want to include the topic of gender equality in your Portfolio investment? All it takes is one click.

Several times in a year, you will receive proposals for new model portfolios directly to your cell phone that you can implement in seconds. Positive Finance will comment on your management and sustainability choices.

The features of Portfolio "Gender Equality" by Positive Finance.

1) We define precise social and financial goals.

2) We build a diversified stock Portfolio

3) We select only mutual funds of excellent financial and ESG quality.

4) We use hundreds of indicators to evaluate performance

5) We monitor the adverse impacts of the Portfolio

6) We assess all the social impacts of the Portfolio

We take great care in handling data and fund analysis. However, our providers may provide us with incorrect data: always check the information you find on Positive Finance and notify us if you find an error, we will correct it as soon as possible.

This isnot a financial advisory site ; our goal is to help you evolve as a Positive Investor and become more aware and competent. Before investing, always check with your adviser or bank that your choices are appropriate and will not harm you.

Our analyses of managers' sustainability policies (denoted MCSR Intensity in the tables), are done with care, method, and passion but cover only a few thousand funds.

In summary, avoid DIY (unless you want to study finance seriously) and trading (it is a business for professionals), rely on a good advisor. Remember that you are paying him to look after your interests even when you feel you are not paying him.

We will soon build courses to teach you how to invest, how to reduce risk and achieve your goals. You will find that psychology applied to finance clearly explains to us the mistakes of investors.