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The Diversity Fund

About

Fund Description

Fund Description

Stocks of the largest companies in the U.S. are included in the fund. These companies have been selected because they have outstanding investment characteristics.

Portfolio Construction

Selection criteria

Selection criteria

Companies selected have outstanding investment characteristics.

Social Factors

Diversity Factors

Diversity Factors

Top performers with respect to four key measures of inclusion and diversity: Human capital, CEO commitment, corporate communications, and supplier diversity.

The Diversity Fund

A diverse corporation has an inclusive workforce, marketplace and business community (suppliers, partners and investors). To successfully compete in the United States and globally, companies must reflect the changing population within the ranks of their employees and managers. Increasingly, the faces of our workforce, our suppliers and our investors are faces of color, faces of women, faces of people with disabilities, faces of gay, lesbian, bisexual and transgendered individuals, faces of older workers. By integrating diversity into the workplace, companies vigorously tailor their offerings to fit the needs of shifting cultural priorities. The link below is to a short, 2 minute survey on the Diversity Fund. We would appreciate your response. SURVEY ON THE DIVERSITY FUND

POSITIVE CHANGE
DESIGN
CONSTRUCTION
SECURITY

Articles about the Diversity Fund

Process

Open an account on Folio

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Select The Diversity Fund Folio

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Monitor the Portfolio

Simple, one step monitoring
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Clients & Past Work

calpers
Pursuant to Request for Proposal No. 2010-5646, we were awarded us a contract for Investment Diversity Consultant Services by the California Public Employees' Retirement System.
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We provided objective, independent research on women and minority-owned brokerage firms. We also helped select women and minority-owned firms used by AT&T to issue bonds.
We created an innovative, safe, high return portfolio consisting of investments in socially responsible banks in a major utility's service territory.
We provided objective, independent research on women and minority-owned banks used in the management of the largest minority bank programs in the country.