ALPS Global Opportunity Fund - FINANCIAL INVESTORS TRUST
Shareclass
ALPS Global Opportunity Fund Class I (LPEIX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund ALPS Global Opportunity Fund - FINANCIAL INVESTORS TRUST
FUND COVERAGE
# of holdings37
% of assets83%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
13 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc1.18%$584,587
- 2. Wesfarmers Ltd1.98%$980,094
- 3. Microsoft Corp1.59%$787,430
- 4. ICG PLC2.06%$1.02M
- 5. Intuit Inc1.04%$516,382
- 6. Meta Platforms Inc1.78%$881,295
- 7. EQT AB2.65%$1.31M
- 8. Adobe Inc1.07%$530,782
- 9. Sofina SA1.3%$645,478
- 10. Investor AB2.17%$1.08M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Brederode Sa3.68%$1.82M
- 2. FTAI Aviation Ltd2.74%$1.35M
- 3. Constellation Software Inc/Canada1.03%$509,365
- 4. Houlihan Lokey Inc2.62%$1.3M
- 5. IES Holdings Inc1.21%$597,055
- 6. CSW Industrials Inc0.73%$363,123
- 7. Blackstone Inc3.52%$1.74M
- 8. Blue Owl Capital Inc1.61%$797,940
- 9. Berkshire Hathaway Inc3.44%$1.71M
- 10. TPG Inc3.12%$1.54M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund ALPS Global Opportunity Fund - FINANCIAL INVESTORS TRUST
Totals
Holdings
Assets
Weight
Prisons
4.0
$4.2M
8.49%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
2.0
$1.8M
3.64%
Borders high risk
0.0
$0
0%
Total
4.0
$4.2M
8.49%
Holdings — 4 flagged holdings
1.
Berkshire Hathaway Inc
$1.71M
3.44%
2.
Amazon.com Inc
:$1.01M
2.05%
3.
Microsoft Corp
:$787,430
1.59%
4.
Costco Wholesale Corp
$695,785
1.4%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
ALPS Global Opportunity Fund - FINANCIAL INVESTORS TRUST LPEIX
Environment
Social
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