Investing like a feminist

Gender-screened funds select companies with women in leadership roles.

Rudy Luukko 6 December, 2017 | 6:00PM

Investment funds that favour companies with women in leadership roles are a fairly new theme being presented to Canadian investors, but one with a well established history south of the border.

As with socially responsible investing in general, pro-feminist strategies narrow the range of eligible holdings, which puts them at a disadvantage to money managers who have no such constraints. But this is not a significant impediment to generating competitive returns. After all, companies that discriminate against women in executive or governance roles or in the workplace are shrinking their talent pool, to the detriment of the companies themselves.

The small group of Canadian-domiciled funds that promote gender diversity and women's leadership in their investment mandates lack any meaningful performance history. But for those who want to support these social goals through their investments, the funds provide an opportunity to align investors with their values.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Procter & Gamble Co134.78 USD-0.75

About Author

Rudy Luukko

Rudy Luukko  Rudy Luukko is a freelance writer who contributes to Morningstar.ca on topics involving fund industry trends and regulatory issues. He retired in May 2018 from his position as editor, investment and personal finance, at Morningstar Canada, where he had worked since 2004. He has also worked as an editor and writer for various general, specialty and institutional media, and he has co-authored courses for the Canadian Securities Institute. Follow Rudy on Twitter: @RudyLuukko.

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