Lazard International Dynamic Equity ETF

Shareclass
Lazard International Dynamic Equity ETF (IDEQ)
Type
Exchange-traded fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Lazard International Dynamic Equity ETF

FUND COVERAGE
# of holdings138
% of assets64%
Score
57 / 100
Rank

68.2 percentile

Group: International Equity

Rank: #351 out of 1,099

Grade
B

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

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

13 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Allianz SE
         % of fund invested: 0.26%
         $USD invested: $1.16M
  • 2. AstraZeneca PLC ADR
         % of fund invested: 1.12%
         $USD invested: $4.99M
  • 3. Qantas Airways Ltd
         % of fund invested: 0.92%
         $USD invested: $4.09M
  • 4. Standard Chartered PLC
         % of fund invested: 0.91%
         $USD invested: $4.05M
  • 5. GSK PLC
         % of fund invested: 1.15%
         $USD invested: $5.14M
  • 6. NatWest Group PLC
         % of fund invested: 1.19%
         $USD invested: $5.29M
  • 7. Xero Ltd
         % of fund invested: 0.17%
         $USD invested: $763,626
  • 8. Sanofi SA
         % of fund invested: 0.11%
         $USD invested: $507,216
  • 9. Novartis AG Registered Shares
         % of fund invested: 1.92%
         $USD invested: $8.57M
  • 10. BNP Paribas Act. Cat.A
         % of fund invested: 2.06%
         $USD invested: $9.18M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 0.28%
         $USD invested: $1.25M
  • 2. Canadian Natural Resources Ltd
         % of fund invested: 0.6%
         $USD invested: $2.67M
  • 3. Hudbay Minerals Inc
         % of fund invested: 0.25%
         $USD invested: $1.13M
  • 4. Kyoto Financial Group Inc
         % of fund invested: 0.15%
         $USD invested: $646,734
  • 5. ARC Resources Ltd
         % of fund invested: 0.16%
         $USD invested: $712,018
  • 6. Suzuki Motor Corp
         % of fund invested: 0.33%
         $USD invested: $1.46M
  • 7. WH Group Ltd Shs Unitary 144A/Reg S
         % of fund invested: 0.41%
         $USD invested: $1.82M
  • 8. Torex Gold Resources Inc
         % of fund invested: 0.16%
         $USD invested: $716,142
  • 9. Magna International Inc
         % of fund invested: 0.45%
         $USD invested: $2M
  • 10. Fairfax Financial Holdings Ltd
         % of fund invested: 0.6%
         $USD invested: $2.7M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Lazard International Dynamic Equity ETF

Totals

Holdings
Assets
Weight
Prisons
3
$8.71M
1.96%
     Prisons high risk
1
$2.2M
0.49%
     Private prisons
0
$0
0%
Borders
2
$6.31M
1.42%
     Borders high risk
1
$2.49M
0.56%
Total
4
$11.2M
2.51%
Full fund results

Holdings — 4 flagged holdings

1.
HSBC Holdings PLC
Prisons
Borders
$3.82M
0.86%
Prisons
Borders :
$3.82M
0.86%
2.
Fairfax Financial Holdings Ltd
Prisons
$2.7M
0.6%
Prisons
$2.7M
0.6%
3.
Airbus SE
Borders
$2.49M
0.56%
Borders :
$2.49M
0.56%
4.
NICE Ltd ADR
Prisons
$2.2M
0.49%
Prisons
$2.2M
0.49%
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