Use cases
Invest in Equality
Equileap assesses over 4,000 companies globally across 19 Gender Equality criteria as well as 5 additional criteria on race & ethnicity and LGBTQ+
Companies can learn and compare how they score on diversity, gender equality and inclusion. Investors can use Equileap’s data for portfolio analysis, stewardship, managing reputational risks and ESG integration. Discover how Equileap diversity, gender equality and inclusion data enables better investment decisions.
ESG Integration
Incorporate diversity and inclusion (DEI) into your existing environmental, social and governance (ESG) and valuation models to create stronger ESG products.
Thematic Investing
DEI scores support thematic bond and equity products and provide high-quality input for index creation across a range of important equality topics.
Best-in class
• Dedicated product: Select the best performing companies on DEI, the overall rating compared to industry peers or on specific gender indicators (such as equal pay, parental leave, or gender balance in leadership positions).
• Complementary screening: Create a complementary screening to an existing best-in-class approach.
Active Ownership
• Proxy Voting: Access additional information for informed voting decisions on social and governance related shareholder resolutions.
• Engagement: Support the dialogue (for instance, liaise with companies performing poorly on DEI relative to their peers or in absolute terms, underpin conversations with companies about board equality, future ability to hire talent, and risk management).
Portfolio integration
• Gender and Equality Footprint: Measure and understand the DEI impact of a portfolio, investment vehicle and/or individual securities.
• Risk-Return Profile: Integrate DEI factors in the analysis and/or valuation of securities.
• Positive & Negative Screening: Identify issuers meeting or failing requirements on DEI performance.
• Reporting: Report to your clients on the DEI performance of their investment product tailored as per the level of detail desired.
Fund Manager Selection
• For Asset Owners selecting external Fund Managers: Assess Fund Management companies and their holdings, in absolute or relative terms (e.g. aggregated portfolio score in comparison to similar funds) and based on specific parameters or minimum requirements on an individual security level.
• For Fund Selectors: Identify companies posing risks to the portfolio or raising concerns, and use these insights in their engagements with the external fund managers.
Our Clients
