The senior vice-president for sustainable investing at the U.S.-based Pax World Funds, a leader in socially responsible investing, needed to identify and invest in companies for the company's Pax Ellevate Global Women's Leadership Fund, an investment fund that promoted labour rights through gender equality. The fund had more than US$200 million in assets under management, a 25 per cent one-year rate of return, and a three-year annual rate of return of 10 per cent. In June 2018, a newly hired analyst was asked to evaluate a company to determine its suitability as a potential gender-lens investment target for the fund, using specific socially responsible investing criteria. She wondered how she should evaluate the company. What characteristics would make it suitable as an investment target for the fund? David T.A. Wesley is affiliated with Northeastern University. Alexandra Roth is affiliated with Northeastern University.

【書誌情報】

ページ数：18ページ

サイズ：A4

商品番号：HBSP-W19166

発行日：2019/4/23

登録日：2019/7/4