Lazard US Sustainable Equity Portfolio - Lazard
Shareclass
Lazard US Sustainable Equity Portfolio Open Shares (SUSLX)
Type
Open-end mutual fund
Manager
Filing
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 Lazard US Sustainable Equity Portfolio - Lazard
FUND COVERAGE
# of holdings48
% of assets96%
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
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co/The2.65%$245,352
- 2. Boston Scientific Corp3.36%$310,951
- 3. Accenture PLC2.26%$209,223
- 4. Xylem Inc/NY1.11%$102,453
- 5. Vertex Pharmaceuticals Inc0.53%$48,972
- 6. Microsoft Corp8.96%$830,177
- 7. S&P Global Inc2.54%$235,698
- 8. Merck & Co Inc1.36%$125,864
- 9. Trane Technologies PLC2.24%$207,332
- 10. Zoetis Inc1.79%$166,242
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Old Dominion Freight Line Inc1.1%$102,086
- 2. Broadcom Inc3.47%$321,407
- 3. MSA Safety Inc0.66%$61,315
- 4. Cadence Design Systems Inc1.66%$153,766
- 5. Marvell Technology Inc1.22%$113,468
- 6. Charles Schwab Corp/The3.55%$329,467
- 7. Applied Materials Inc1.25%$116,066
- 8. Watts Water Technologies Inc1.13%$104,995
- 9. United Rentals Inc0.63%$58,765
- 10. QUALCOMM Inc1.21%$111,959
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 US Sustainable Equity Portfolio - Lazard
Totals
Holdings
Assets
Weight
Prisons
2.0
$939,651
10%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
4.0
$1.26M
14%
Borders high risk
0.0
$0
0%
Total
4.0
$1.26M
14%
Holdings — 4 flagged holdings
1.
Microsoft Corp
:$830,177
8.96%
2.
Accenture PLC
:$209,223
2.26%
3.
Thermo Fisher Scientific Inc
:$109,474
1.18%
4.
Salesforce Inc
:$106,894
1.15%
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 US Sustainable Equity Portfolio - Lazard SUSLX
Environment
Social
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