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.
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.
Focus on gender equality
Equileap’s gender diversity scores determine each stock’s over- or underweighting relative to the market
Low tracking error
The indexes take low active risk relative to the market, mitigating the likelihood of significant underperformance
Incorporating market capitalization into the security weightings helps mitigate turnover and transaction costs
Broad portfolios with weighting constraints
Limited exposure to unintended firm- or sector-specific risk
- 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
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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