The Diversity Fund Index

About

Index Description

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

Portfolio Construction

Selection criteria

Companies selected have outstanding investment characteristics.

Social 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 Index

We created diversity investing in 2006 upon the realization that 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, 1 minute survey on investor RISK preferences. We would appreciate your response. SURVEY ON INVESTOR RISK PREFERENCES

POSITIVE CHANGE

DESIGN

CONSTRUCTION

SECURITY

Articles about the Diversity Fund Index (click on the pictures below)

Process

Open an account on Folio

Founded by former SEC Commissioner

Large Investing Platform

Administrative risk minimized

OPEN A FOLIO ACCOUNT

Select The Diversity Fund Folio

Easy

Fast

Free Investing Support

REQUEST INFO

Monitor the Portfolio

Simple, one step monitoring

Create real time news alerts

Always be informed

REQUEST INFO

Clients & Past Work

calpers

Pursuant to Request for Proposal No. 2010-5646, we were awarded a contract for Investment Diversity Consultant Services by the California Public Employees' Retirement System.

att

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.

about us

We are a small high impact social investing design and research firm focused on making your vision come to life. The link below is to a short, 2 minute survey on the Diversity Fund. We would appreciate your response. SURVEY ON THE DIVERSITY FUND

The Diversity Fund Index