Megaphone icon ETF Database is now VettaFi. Read More >
ETFdb Logo
ETFdb Logo
  • Channels
    • Active ETF
    • Alternatives
    • Beyond Basic Beta
    • China Insights
    • Climate Insights
    • Commodities
    • Core Strategies
    • Crypto
    • Disruptive Technology
    • Dividend
    • Dual Impact
    • Emerging Markets
    • Energy Infrastructure
    • Entrepreneur ETF
    • Equity ETF
    • ESG
    • ETF Building Blocks
    • ETF Education
    • ETF Strategist
    • Fixed Income
    • Future ETFs
    • Gold & Silver Investing
    • Innovative ETFs
    • Institutional Income Strategies
    • Leveraged & Inverse
    • Managed Futures
    • Modern Alpha
    • Multi-Asset
    • Multi-Factor
    • Nasdaq Investment Intelligence
    • Portfolio Strategies
    • Retirement Income
    • Smart Beta
    • Thematic Investing
    • Volatility Resource
  • Database
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Sector Tracker Tool
    • ETF Database Categories
    • Head-To-Head ETF Comparison Tool
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
    • Indexes
    • Mutual Fund To ETF Converter
    • ETF Data for Journalists
    • ETF Nerds
  • Research
    • First Bitcoin ETF
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
    • ETFs Future-Forward 2021: An iShares Investing Symposium
    • Three Themes for 2021: An iShares & MSCI Investing Symposium
  • Themes
    • AI ETFs
    • Blockchain ETFs
    • See all Thematic Investing ETF themes
    • ESG Investing
    • Marijuana ETFs
  • Videos & Podcasts
    • ETF 360 Video Series
    • ETF Trends on Videos
    • ETF Trends on Podcasts
    • ETF Prime Podcast
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Pricing
    • Free Sign Up
    • Login
  1. ESG Channel
  2. As Gender-Lens Investing Takes Off, Remember This ETF
ESG Channel
Share

As Gender-Lens Investing Takes Off, Remember This ETF

Tom LydonMar 08, 2022
2022-03-08

As environmental, social, and governance (ESG) and sustainability investing benefits gain more acclaim, the universe of related concepts is expanding.

That includes gender-driven investing strategies. Enter the SPDR SSGA Gender Diversity Index ETF (SHE ). SHE follows the SSGA Gender Diversity Index, presenting investors with a basket of companies with superior gender diversity in senior leadership roles relative to other companies in their sectors.

This isn’t a gimmicky strategy aimed at capturing assets from virtuous investors. Rather, SHE and the concept known as gender-lens investing can deliver for investors. Gender-lens investing is broad, encompassing ideas such as investing in companies run by women, those scoring well on gender equality metrics, and more.

“The second category uses a gender lens to help assess the quality of an investment. For example, it might include strategies that examine workplace culture and a company’s commitment to gender equality as part of their due diligence. Individual investors can take this approach when assessing companies,” notes Margaret Giles for Morningstar. “This approach can help mitigate environmental, social, and governance risk—companies with greater gender diversity and better workplace environments face less potential reputation risk from inappropriate behavior by senior management, for example.”

SHE, which is six years old, holds 191 stocks. The fund’s components score well in terms of gender diversity in top management roles, including chief executive officer. For investors, that’s an important trait because various studies suggest that women-led companies can and do generate impressive long-term returns and outperform male-led rivals.

Examining SHE from a sector perspective, the fund allocates almost 42% of its roster to technology and healthcare stocks, while the consumer discretionary and industrial sectors combine for almost 21%. None of the fund’s components exceed an allocation of 6.11%. Additionally, SHE is something of a pioneer in a fund category that has ample room for growth as gender-lens investing itself grows and gains more notoriety.

“Parallelle Finance identified 26 gender lens investing equity funds with $3.56 billion in assets as of Sept. 30, 2021. Total net assets climbed to roughly $4 billion as of Jan. 31, 2022. Meanwhile, fixed-income funds and products had assets of $8.41 billion as of Sept. 30, 2021, according to Parallelle’s Gender Lens Investing Q3 2021 Review,” adds Morningstar’s Giles.

For more news, information, and strategy, visit the ESG Channel.

Loading Articles...
Help & Info
  • Contact Us
  • Mission Statement
  • Press
Tools
  • ETF Screener
  • ETF Analyzer
  • Mutual Fund to ETF Converter
  • Head-To-Head ETF Comparison
  • ETF Country Exposure Tool
  • ETF Stock Exposure Tool
  • ETF Performance Visualizer
  • ETF Database Model Portfolios
  • ETF Database Realtime Ratings
  • ETF Database Pro
More Tools
  • ETF Launch Center
  • Financial Advisor & RIA Center
  • ETF Database RSS Feed
Explore ETFs
  • ETF News
  • ETF Picks of the Month
  • ETF Category Reports
  • Premium Articles
  • Alphabetical Listing of ETFs
  • Best ETFs
  • Browse ETFs by ETF Database Category
  • Browse ETFs by Index
  • Browse ETFs by Issuer
  • Compare ETFs
Legal
  • Terms of Use and Privacy Policy
  • © ETF Flows LLC
Follow ETF Database
Follow ETF Database

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

Equity ETF Channel

Retirement Portfolio Redux: Is the 60%-40% Portfolio Dead?

Debbie CarlsonOct 22, 2020
2020-10-22

With the 10-year U.S. Treasury yield hovering below 1% and Federal Reserve Chairman Jerome Powell...

Equity ETF Channel

Portfolio Diversification Isn't Dead, It Was Just Sleeping

Debbie CarlsonOct 15, 2020
2020-10-15

Investors could be forgiven to think there was no reason to invest outside of the U.S. for the...

}
X