WHAT

The Gender Equity Investment Awards aims to recognize and celebrate funds that prioritize gender equity in their investment strategies. The awards highlight funds that demonstrate intentionality, scalability, and measurability in their gender lens investing approach. The shortlisting process considers funds that disclose an explicit gender or diversity screen, have at least $10 million in assets under management (AUM), and exhibit high levels of Gender Power. The judging process evaluates the funds based on their additionality, capturing the judges' perspective on the investment process.

ORGANISERS & JURY CO-CHAIRS

Image of Marlene Timberlake D'Adamo
Marlene Timberlake D'Adamo
Chief Diversity, Equity & Inclusion Officer
@ CalPERS
Image of Andreas Hoepner
Andreas Hoepner
Head of Data Science Hub
@ EU Platform for Sustainable Finance
Full Professor of Operational Risk, Banking & Finance
@ University College Dublin

WHERE

One Liberty Plaza
1 Liberty Street
New York, 10006
United States
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INFO

Shortlisted Funds

Shortlisted funds (A->Z)AUM
abrdn U.S. Sustainable Leaders Fund [abrdn]343,343,036
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF [Calvert]25,760,612
ESG Large Cap Core Fund [John Hancock/Trillium]126,676,331
Fidelity Sustainable U.S. Equity Fund [Fidelity]17,818,958
Fidelity Women's Leadership Fund [Fidelity]147,555,431
Impact Shares YWCA Womens Empowerment ETF [Impact Shares]40,587,592
Impax Ellevate Global Women's Leadership Fund [Impax/Pax]816,636,113
PIMCO RAFI ESG U.S. ETF [PIMCO/RAFI]33,418,583
SPDR MSCI USA Gender Diversity ETF [SSGA/MSCI]209,102,873
Women in Leadership U.S. Equity Portfolio [Glenmede]22,701,331

Shortlisting Process

Judging Process to assess Additionality

2023 Judges

2023 Awards and Nominees

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