Lazard International Equity Portfolio

Shareclass
Lazard International Equity Instl (LZIEX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Lazard International Equity Portfolio

FUND COVERAGE
# of holdings69
% of assets85%
Score
57 / 100
Rank

63.4 percentile

Group: International Equity

Rank: #403 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. AstraZeneca PLC
         % of fund invested: 0.9%
         $USD invested: $10.15M
  • 2. Novo Nordisk AS Class B
         % of fund invested: 1.21%
         $USD invested: $13.7M
  • 3. Orange SA
         % of fund invested: 1.82%
         $USD invested: $20.61M
  • 4. Merck KGaA
         % of fund invested: 1.09%
         $USD invested: $12.34M
  • 5. Rio Tinto PLC Ordinary Shares
         % of fund invested: 1.04%
         $USD invested: $11.8M
  • 6. Unilever PLC
         % of fund invested: 2.49%
         $USD invested: $28.12M
  • 7. Croda International PLC
         % of fund invested: 1.3%
         $USD invested: $14.67M
  • 8. Pernod Ricard SA
         % of fund invested: 0.9%
         $USD invested: $10.22M
  • 9. Bureau Veritas SA
         % of fund invested: 1.65%
         $USD invested: $18.63M
  • 10. UniCredit SpA
         % of fund invested: 1.67%
         $USD invested: $18.84M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Suzuki Motor Corp
         % of fund invested: 0.82%
         $USD invested: $9.22M
  • 2. Fanuc Corp
         % of fund invested: 0.86%
         $USD invested: $9.71M
  • 3. Nitori Holdings Co Ltd
         % of fund invested: 0.79%
         $USD invested: $8.97M
  • 4. Toyo Suisan Kaisha Ltd
         % of fund invested: 1.2%
         $USD invested: $13.54M
  • 5. Kokusai Electric Corp
         % of fund invested: 1.12%
         $USD invested: $12.69M
  • 6. MatsukiyoCocokara & Co
         % of fund invested: 1.71%
         $USD invested: $19.36M
  • 7. Shimadzu Corp
         % of fund invested: 1.23%
         $USD invested: $13.94M
  • 8. Techtronic Industries Co Ltd
         % of fund invested: 1.05%
         $USD invested: $11.86M
  • 9. Nippon Sanso Holdings Corp
         % of fund invested: 1.36%
         $USD invested: $15.33M
  • 10. Shin-Etsu Chemical Co Ltd
         % of fund invested: 1.31%
         $USD invested: $14.82M

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 Equity Portfolio

Totals

Holdings
Assets
Weight
Prisons
1
$15.17M
1.34%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
4
$87.29M
7.72%
     Borders high risk
0
$0
0%
Total
4
$87.29M
7.72%
Full fund results

Holdings — 4 flagged holdings

1.
RELX PLC
Borders
$27.22M
2.41%
Borders :
$27.22M
2.41%
2.
Thales
Borders
$26.89M
2.38%
Borders :
$26.89M
2.38%
3.
NEC Corp
Borders
$18M
1.59%
Borders :
$18M
1.59%
4.
Capgemini SE
Prisons
Borders
$15.17M
1.34%
Prisons
Borders :
$15.17M
1.34%
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