Morningstar Gender Diversity Indexes
Providing Greater Transparency into Gender Diversity Policy and Practice
Indexes designed to emphasize the stocks of companies that have strong gender diversity policies embedded in their corporate culture and that ensure equal opportunities to employees, irrespective of their gender.
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Key Features
Broad Market Exposure with a Focus on Gender Equality
Built with the data and scoring methodology of Equileap, the Morningstar Gender Diversity Indexes are designed to emphasize the stocks of companies that have strong gender diversity policies embedded in their corporate culture and that ensure equal opportunities to employees, irrespective of their gender.
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| Focus on gender equality Equileap’s gender diversity scores determine each stock’s over- or underweighting relative to the market. |
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| Low tracking error The indexes take low active risk relative to the market, mitigating the likelihood of significant underperformance. |
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| Broad portfolios with weighting constraints Limited exposure to unintended firm- or sector-specific risk |
Construction Process
- Screening process considers the four categories of the Equileap Gender Equality Scorecard™
- Companies are awarded an overall score based on commitment to equality in the workplace
- Companies are divided into five equally sized groups based on their Gender Equality Score
- Float-adjusted market cap is used alongside tilt factor to arrive at the final weight
- Country and sector weights are anchored to the parent indexes for the Developed ex-Japan and Japan indexes, respectively
Featured Indexes
Morningstar Japan ex-REIT Gender Diversity Tilt Index
Aiming to deliver a similar risk/return profile to Japan’s equity market while emphasizing companies committed to gender equality.
Documents
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Rulebook |  |
Overview | |
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Constituents |  |
Factsheet |
Morningstar Developed Markets Ex-Japan Gender Diversity Index
Providing broad, diversified coverage of global developed markets with an emphasis on companies exhibiting strong gender diversity policy and practice.
Documents
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Rulebook | |
Overview | |
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Constituents | |
Factsheet |
| Are you a constituent interested in using our logo? |
| View constituent lists to identify Gender Equality Group company assignment. Each year, only companies listed within Group 1 of the constituents list for each index may display GenDi J and GenDi logos upon acceptance of a logo display agreement. Click on the button below to request the logo. Contact indexes@morningstar.com for any questions regarding logo requests. |
About Equileap
Equileap is the leading provider of data and insights on gender equality in the corporate sector. Launched in 2016 in Amsterdam, the social enterprise aims to accelerate progress toward gender equality in the workplace. Equileap researches several thousand public companies globally using its comprehensive Gender Equality Scorecard™ with 19 criteria, including gender balance across the workforce, the gender pay gap, paid parental leave, and anti-sexual harassment policies. Its data is used by dozens of financial institutions globally.
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