Glenmede Women in Leadership U.S. Equity Portfolio (GWILX)

Overview

The Portfolio is a specialized investment entity focusing on equity securities of large-cap companies in the U.S. market. These companies are meticulously selected based on their commitment towards advancing gender diversity within their spheres, particularly on their boards or in their management teams ("Women in Leadership" criteria). This portfolio operates under the principle of employing quantitative analysis to guide its investment choices, ensuring that under normal market conditions, at least 80% of the net asset value (including borrowed funds for investment objectives) is invested in such entities. This investment strategy not only highlights the financial benefits of inclusivity and diversity but also promotes corporate responsibility and gender equity across the larger economic landscape.

Products and Services

• Equity Securities of Large Cap Companies: The core of the Portfolio's investments is in equity securities, such as common stocks, of large-cap companies based in the U.S. These companies are chosen for their financial prowess as well as their progressive stance towards gender diversity in leadership roles. Investing in such companies allows the Portfolio to support and benefit from businesses that prioritize the advancement of women in significant positions.

• Investments Based on "Women in Leadership" Criteria: A distinctive aspect of the Portfolio's strategy is its focus on companies that meet the "Women in Leadership" criteria. This criterion evaluates companies on the basis of their commitment to gender diversity on their boards or in management, alongside gender-equitable corporate policies. By channeling investments into these entities, the Portfolio aims to underscore the importance of female representation in leadership and stimulate other companies to adopt similar values.

• Quantitative Analysis for Investment Decisions: The Portfolio employs a rigorous quantitative analysis approach to guide its investment decisions. This method ensures that investments are made not just based on the gender diversity criteria but also on solid financial and economic indicators. This strategic blend of social responsibility and financial assessment allows for a well-rounded and effective investment strategy.