All Research

May 1, 2017

Morgan Stanley – “Women Employees Boost the Bottom Line for Tech Firms”

Morgan Stanley, May 2017 Morgan Stanley looked at the performance of 108 tech firms over five years, and found that those with greater gender diversity returned […]
April 28, 2017

SSRN – “Gender Diverse Portfolios as New Asset Class”

Ming-Tsung Lin and Ser-Huang Poon, SSRN, April 2017 Gender-diverse portfolios, based on U.S. funds and indexes based on board and/or senior management diversity, have higher scores […]
January 31, 2017

BNY Mellon and United Nations Foundation – “Return on Equality: Investment opportunities that help close the global gender gap”

BNY Mellon and United Nations Foundation, 2017 Closing gender gaps boosts economic growth and can create significant opportunities for investors. Narrowing the global gender gap and […]
December 31, 2016

MSCI – “The Tipping Point: Women on Boards and Financial Performance”

Meggin Thwing Eastman, Damion Rallis and Gaia Mazzucchelli, MSCI, December 2016 A 2016 MSCI study found that companies around the globe with at least three women […]
December 31, 2016

Barclay’s – “Sustainable investing and bond returns: Research study into the impact of ESG on credit portfolio performance “

Barclays, 2016 This study examines the impact of using ESG attributes in fixed income investment and concludes that ESG need not be an “equity-only” strategy. Using […]
December 18, 2016

Bank of America Merrill Lynch – “ESG: Good companies can make good stocks”

Bank of America Merrill Lynch, December 18, 2016 ESG may be too costly for investors to ignore, reports Bank of America Merrill Lynch.  Companies with higher […]
September 30, 2016

Credit Suisse – “The CS Gender 3000: The Reward for Change”

Credit Suisse, September 2016 A 2016 Credit Suisse study found that companies with higher percentages of women in senior management outperformed companies with lower percentages over […]
June 30, 2016

Breckinridge Capital Advisors & MIT – “Evaluating the Relationship Between ESG and Corporate Fixed Income”

Breckinridge Capital Advisors and MIT Sloan School of Management, Spring 2016 ESG scores were found to be positively correlated with several measures of financial health, including […]
May 30, 2016

Morgan Stanley – “Putting Gender Diversity to Work: Better Fundamentals, Less Volatility”

Morgan Stanley, May 2016 The study found that companies with higher gender diversity delivered slightly higher ROE, had lower accruals and lower ROE volatility compared with […]
April 30, 2016

TIAA – “Responsible Investing: Delivering competitive performance”

Amy O’Brien, Lei Liao and Jim Campagna, TIAA. April 2016 TIAA tracked the performance of five widely-known SRI* indexes with track records of at least 10 […]