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Investing For Positive Impact On Women: Integrating Gender Into Total Portfolio Activation

From Trillium Invest. In Investing for Positive Impact on Women: Integrating Gender into Total Portfolio Activation, Trillium Invest provide a framework and guide for mission-driven investors as they consider how to put their investments to work in support of their own long-term goals to benefit women and girls. It presents concrete examples of just some of these opportunities, as well as a variety of case studies of investors, funds, and initiatives that integrate gender considerations into their investment activities.

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Addressing SDG 5 : How To Incorporate Gender Into Your Investment Strategy

From Calvert Impact Capital. This framework is designed to help users understand where and how they can advocate productively for gender equity—whether they are a financial advisor or fund manager, a client or an individual investor. It offers a basic approach to gender lens investing that can be tailored to a user’s unique circumstances and goals.

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The XX Factor: A Comprehensive Framework for Improving the Lives of Women and Girls

From the Center for High Impact Philanthropy at UPENN. This paper presents a detailed summary of the data available to investors around enhancing the lives of women, as well as a discussion about how to use data to select stocks and engage as a shareholder to influence the companies you own. One of the most important revelations to emerge from our research and analysis is that mission alignment is possible for grants and public equity investments—and infusing our framework into grantmaking guidelines and investment policy statements can lead to better outcomes.

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Gender Lens Investing: Uncovering Opportunities For Growth, Returns, And Impact

By Jackie VanderBrug, Managing Director and Joseph Quinlan. Women today are an unparalleled force in the global economy as successful entrepreneurs, corporate executives and family breadwinners. Yet gender-based violence, the absence of women's legal rights and the persistent wage gap stubbornly remain. This paradox creates an unprecedented and underexplored opportunity for investors.

Gender Lens Investing, co-authored by Jackie VanderBrug, Managing Director and Joseph Quinlan, Managing Director and Chief Market Strategist, of U.S. Trust, Bank of America Private Wealth Management, is the first book of its kind to examine, in-depth the advantages of integrating gender into investment analysis.

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Gender Lens Investing: How Finance Can Accelerate Gender Equality in Latin America and the Caribbean

From IDB Invest and ESADE. Globally gender lens investing has grown exponentially as a way to increase financial returns and gender equality. What is this trend about? What can Latin America and the Caribbean learn from it?

At current rates of progress, it will take 74 years to achieve gender parity in Latin America and the Caribbean, according to the World Economic Forum (WEF) Global Gender Gap report. This paper includes:

  • the experience of the US, Europe and other countries in channelling over $2.2B in gender lens investing

  • gaps and opportunities in Latin America and the Caribbean to attract international investors

  • success stories from Mexico, Colombia, Panama and Brazil

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A Lean Data How-To Guide: Understanding Gender Impact

From Acumen and Unilever. This document captures eight months of work measuring gender impacts across five projects in four countries. The subsequent sections of this report detail the approach, surveys and methodology for the Lean Data Gender Toolkit and provide both project-level analysis and consolidated insights across all five projects.

The Lean Data Gender Toolkit provides a simple, easy-to-use, and actionable approach to help businesses, program designers, and investors put the voices of those they aim to serve at front and center. The utility of this toolkit is not about getting more women as customers, but rather unlocking the potential of women as decision-makers, employees, entrepreneurs, and leaders.

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As You Sow Gender Equality Funds Screening Tool

From As You Sow. Individual and institutional investors can align their actions with their values, and take responsibility for the investments they own. Aligning investments with values requires that you know what you own—but if you’re invested through mutual funds, it has been nearly impossible to know what individual companies you own. That’s changed with As You Sow’s Gender Equality Funds. Now, you can harness your personal economic power to confront big business. Discover which funds are investing in the companies that lead the field in terms of gender balance and policies promoting gender equality. Use Gender Equality Funds to search and compare mutual funds based on their gender-lens score and financial performance. You can use this database to find socially responsible options that meet your specific needs.

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Gender Finance Ecosystem Map

From Nexial. The Gender Finance Ecosystem Map presents an overview of the multi-faceted field of gender finance, involving diverse sets of stakeholders across finance, business, government, and civil society.

It is hoped that the map will facilitate more productive conversations, and catalyse the concerted actions required to shift the system and allow gender finance to break-through at scale.

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UNEQUALOPOLIS Board Game

From FinDev Canada. A tool to raise awareness about women’s economic participation. FinDev Canada translated some of the barriers women face into a print-and-play marketplace game that you can download and play with friends, family, colleagues and classmates.

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Gender Equality and Empowerment Project: Gender Benchmark

From the World Benchmarking Alliance (WBA). The WBA aims to measure corporate gender impacts and accelerate progress towards gender equality and women’s empowerment with its Gender Benchmark. This benchmark is part of WBA’s wider work to measure and rank the world’s 2,000 most influential companies’ contributions to achieving the SDGs by 2030. This includes assessing all 2,000 companies on social inclusion, of which gender is a core part.

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Gender Lens Investing: Impact Opportunities Through Gender Equity

From Cambridge Associates. In this brief paper, Cambridge Associates present: a review of gender equality and its impact on economic growth; a case for gender lens investing as an alpha engine; an overview of gender lens investing; and an outline of opportunities for investment. With a gender lens framework, investors can positively impact gender imbalances via their portfolio management choices; this paper provides tangible investment themes and implementable strategies.

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Moving Towards Gender Balance in Private Equity and Venture Capital

From IFC. This study explores the link between financial returns and gender diversity; the lack of women in the industry; and steps needed to achieve gender balance. One of the key findings of the report is that private equity and venture capital funds with gender-balanced senior investment teams generated 10 percent to 20 percent higher returns compared with funds that have a majority of male or female leaders.

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Four For Women: A Framework for Evaluating Evaluating Companies’ Impact on the Women They Employ

From Wharton Social Impact Initiative. This framework by Vice Dean Katherine Klein, Wharton doctoral candidate Shoshana Schwartz, and WSII Senior Director Sandi M. Hunt promises to change the conversation about what it means to be a good employer for women. Highlighting critical outcomes for women – and possible metrics to use to assess these outcomes – they set a new standard for employer excellence. And it is about employer excellence (not just excellence for women) because companies that are good for women are good for men, too. It’s not a zero sum game.

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Toolkit for Investing in Girls and Young Women

From SPRING Accelerator. Are you an investor interested in exploring the potential of investing to benefit girls and young women in emerging markets? Perhaps you are wondering how to start, or are looking to deepen the impact towards girls and young women within your existing investments? Then this toolkit is for you.

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