Diversity and Inclusion Investment Instruments

Cyan Reef is not compensated in any form by the product issuers featured. All the opinions and evaluation are our own.

Achieving gender equality is a path to better well-being for families and communities, while at the same time encouraging productivity and economic growth. Directing capital towards those companies that manage their gender balance effectively is not only a means to promote equality, but should also be a source of incremental returns over time. If your ambition lies in contributing to more fair, equitable and open society – investing in diversity and inclusion is a good way forward. Commitment to Diversity and Inclusion can help drive innovation, overcome business challenges and attract and retain top talent.  
In spite of its importance, gender equality remains under the radar for many investors, with few ESG screens incorporating it into their analysis. As a result, the ‘gender dividend’ is not fully reflected in market pricing and investment strategies. Companies that fail to take diversity and inclusion issues seriously may not fully understand the forces shaping their business in the present-day economy and the world. As transparency increases, those companies with a poor record will increasingly find themselves on the wrong side of regulation and investor sentiment.
The investing universe includes instruments with companies setting best standard in diversity and equality corporate policies: racial, gender, income. Through investing in Diversity and Inclusion, you may get exposure to the following lucrative trends:
  • Female-led companies or companies with diverse leadership
  • Immigrant-founded companies
  • Financial inclusion and SME finance
  • Leadership in governance transparency and accountability
  • Leadership in good workforce practices: equal compensation and work-life balance
  • Leadership in corporate diversity standards.
We evaluated investment instruments on the features that matter most to different types of investors looking to invest in diversity, equality and inclusion. The following are funds focused on Diversity and Inclusion.

Instruments to Invest in Diversity Impact

Provider wdt_ID Provider Logo id Fund Name ISIN Stock Exchange Currency Index Tracked / Benchmark Geography Impact Learn More 2020 Returns (%) MSCI ESG Rating
1 2

iShares Refinitiv Inclusion and Diversity UCITS ETF

IE00BD0B9B76 LSE USD Refinitiv Global Large/Mid Diversity & Inclusion ex Controversial Weapons Equal Weight Index Broad Developed Markets Diversity & Inclusion More details 7.04 AA
2 3

UBS ETF (IE) Global Gender Equality UCITS ETF

IE00BDR5GV14 LSE USD The Solactive Equileap Global Gender Equality 100 Leaders Index Broad Global Diversity & Inclusion More details 6.95 AA
3 243

RobecoSAM Global Gender Equality Impact Equities

LU1277652431 SIX EUR MSCI World NR EUR Broad Global Gender Equity More details 0.19 AA
4 185

Lyxor Global Gender Equality (DR) UCITS ETF

LU1691909508 Euronext EUR Solactive Equileap Global Gender Equality Net Total Return Index Broad Developed Markets Gender Equity More details 6.99 AA
5 581

Jupiter Global Sustainable Equities Fund

GB00BFWVP888 GBP MSCI ACWI GR GBP Broad Global High ESG/Sutainability Performance Standards More details 18.82 A

Future World Gender in Leadership UK index fund

GB00BFX1T528 GBR Solactive L&G Gender in Leadership UK Index United Kingdom Gender Equity More details -13.1 n/a

Instruments to Invest in Diversity Impact