Emerald Finance and Banking Innovation Fund
Shareclass
Emerald Finance & Bking Innovt Fd Instl (HSSIX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Emerald Finance and Banking Innovation Fund
FUND COVERAGE
# of holdings31
% of assets46%
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
19 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 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. Affirm Holdings Inc Ordinary Shares - Class A1.11%$576,759
- 2. Fifth Third Bancorp0.4%$207,338
- 3. Pathward Financial Inc2.54%$1.32M
- 4. Western Alliance Bancorp3.1%$1.61M
- 5. East West Bancorp Inc1.28%$663,854
- 6. Rocket Companies Inc Ordinary Shares Class A1.86%$960,451
- 7. Palomar Holdings Inc0.88%$457,388
- 8. Robinhood Markets Inc Class A2.78%$1.44M
- 9. Wesbanco Inc1.24%$643,897
- 10. SoFi Technologies Inc Ordinary Shares1.11%$571,892
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg1.11%$572,608
- 2. Axos Financial Inc4.71%$2.44M
- 3. First Merchants Corp0.38%$197,926
- 4. Seacoast Banking Corp of Florida0.8%$413,950
- 5. Compass Inc Class A2.56%$1.32M
- 6. Renasant Corp1.01%$524,146
- 7. Remitly Global Inc1.01%$521,786
- 8. Kinsale Capital Group Inc0.96%$495,876
- 9. Shift4 Payments Inc Class A1.19%$616,280
- 10. Corpay Inc0.2%$105,191
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 Emerald Finance and Banking Innovation Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
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.
Emerald Finance and Banking Innovation Fund HSSIX
Environment
Social
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