Lazard Global Equity Select Portfolio
Shareclass
Lazard Global Equity Select Port Instl (GESIX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Lazard Global Equity Select Portfolio
FUND COVERAGE
# of holdings64
% of assets92%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC1.51%$1.21M
- 2. Diageo PLC0.98%$781,830
- 3. Procter & Gamble Co1.32%$1.06M
- 4. Bank of America Corp1.42%$1.14M
- 5. Unilever PLC1.69%$1.35M
- 6. Wolters Kluwer NV1.56%$1.25M
- 7. Pernod Ricard SA0.42%$332,438
- 8. Legrand SA1.17%$938,314
- 9. Accenture PLC Class A1.84%$1.48M
- 10. Carlsberg AS Class B0.57%$456,307
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Corpay Inc0.58%$465,793
- 2. Fanuc Corp0.82%$652,534
- 3. Toromont Industries Ltd1.46%$1.16M
- 4. Charles Schwab Corp2.5%$2M
- 5. HealthEquity Inc0.83%$660,452
- 6. Techtronic Industries Co Ltd0.91%$724,856
- 7. Partners Group Holding AG1.08%$863,605
- 8. Nintendo Co Ltd0.57%$454,032
- 9. United Rentals Inc1.29%$1.04M
- 10. PTC Inc1.5%$1.2M
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 Lazard Global Equity Select Portfolio
Totals
Holdings
Assets
Weight
Prisons
5
$9.15M
11%
Prisons high risk
1
$1.2M
1.5%
Private prisons
0
$0
0%
Borders
10
$15.78M
20%
Borders high risk
2
$2.15M
2.69%
Total
11
$16.74M
21%
Holdings — 11 flagged holdings
1.
Microsoft Corp
:$3.35M
4.19%
2.
Amazon.com Inc
:$2.45M
3.06%
3.
RELX PLC
:$1.59M
1.98%
4.
Accenture PLC Class A
:$1.48M
1.84%
5.
Salesforce Inc
:$1.38M
1.72%
6.
Thermo Fisher Scientific Inc
:$1.31M
1.63%
7.
Motorola Solutions Inc
:$1.2M
1.5%
8.
Alphabet Inc Class A
:$1.18M
1.48%
9.
McDonald's Corp
$968,497
1.21%
10.
Booz Allen Hamilton Holding Corp Class A
:$955,122
1.19%
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.
Lazard Global Equity Select Portfolio GESIX
Environment
Social
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