Invest with Values

The Investor's Gateway to Positive Change

The Investor's Gateway to Positive Change

  • RESOURCE DIRECTORY
    • GETTING STARTED
    • FULL DIRECTORY
    • Top Resources
    • Share a Resource
  • NEWS CENTER
    • NEWS CENTER
    • By Category
      • Local Banking
      • Community Investing
      • Impact Investing
      • Sustainable-Responsible Investing
      • Featured Articles
      • Beyond Investing
      • IWV news
      • Top Resources
    • News Partners
      • 3BLmedia
      • AllianceMagazine
      • CorporateKnights
      • GreenMoney
      • Locavesting
      • MaxImpact
      • InvestWithValues Sponsors
      • InvestWithValues Partners
    • Newsletter Sign-up
    • Newsletter Archive
  • About
    • About Us
    • Brian Kaminer
    • Learn More
    • Testimonials
    • Investments Talk! Video
    • Launch Press Release
    • News Center Press Release
  • Sponsors & Partners
    • Sponsors
    • Partners
  • Connect
    • Contact Us
    • Survey
    • IWV News
    • Share a Resource
  • Spoiler title
    Free GuideSubscribeClose
    Get a free 30 minute personalized guide to
    Invest With Values, after subscribing.
    * = required field

New White Paper: Integrating Gender into Total Portfolio Activation

November 2, 2015 By IWV Sponsor

NOVEMBER 2, 2015 // BOSTON, MA: A group of investors has released a new white paper, Investing for Positive Impact on Women: Integrating Gender into Total Portfolio Activation. The paper was prepared by Croatan Institute with the guidance and close collaboration of Global Fund for Women, Root Capital, Thirty Percent Coalition, and Trillium Asset Management.

Investing for Positive Impact on Women CoverIncreasing numbers of investors are integrating the use of gender in investment decision-making. For investors who care about impacting women and girls, an investment portfolio should make gender considerations, along with interrelated issues such as income inequality, supply chain management, and climate change, a core ESG (Environment, Social and Governance) criteria. Using the Total Portfolio Activation framework, the new paper provides a guide for mission-driven investors as they consider how to put their investments to work in support of their own long-term goals to benefit women and girls.

“By widening the angle of gender lens investing, we are able to identify numerous opportunities to empower women and girls across investment asset classes,” noted Kristin Lang, Associate at Croatan Institute and lead author of the report. “When executed within a Total Portfolio Activation strategy, gender investing can generate strong results for women while delivering broader social, environmental and financial impacts as well.”

“We know that every investment has social and environmental impacts — both positive and negative”, said Matthew W. Patsky, CEO of Trillium Asset Management. “It has never been clearer that investors should be integrating gender into their investment process in ways that align with their mission and values”.

“Women’s issues cannot be considered in isolation from other social and environmental factors”, said Dr. Musimbi Kanyoro, President & CEO of Global Fund for Women. “This paper provides an important tool for investors to assess their impact and identify investment opportunities that benefit women and girls”.

“We know that lending to women in rural small and growing businesses is viable”, said Willy Foote Founder & CEO of Root Capital. “This paper presents concrete examples of just some of the opportunities, as well as a variety of case studies of investors, funds, and initiatives that integrate gender considerations into their investment activities”.

“Our Coalition is working to increase the number of women on boards and in senior leadership positions as a way to alter the gender landscape in the business community”, said Charlotte Laurent-Ottomane, Executive Director of the Thirty Percent Coalition. “We are pleased to be working with investors who are using numerous approaches to dismantle the societal and economic barriers that women face around the world.”

The paper can be downloaded at http://www.trilliuminvest.com/news-resources/investing-white-papers/

# # #

For more information: Randy Rice, Trillium Asset Management, (617) 515-6889, rrice@trilliuminvest.com

Croatan Institute is an independent, nonprofit institute for advanced social and environmental research and engagement. The Institute’s activities address some of the most complex sustainability challenges of our time, often in close partnership with practitioners in the field and movements for social and environmental change. To learn more, please visit www.croataninstitute.org.

Global Fund for Women was founded in 1987 and is a global champion for the human rights of women and girls. They use their powerful networks to find, fund, and amplify the courageous work of women who are building social movements and challenging the status quo. To learn more, please visit www.globalfundforwomen.org.

Root Capital is a nonprofit agricultural lender that grows rural prosperity in poor, environmentally vulnerable places in Africa and Latin America by lending capital, delivering financial training, and strengthening market connections for high-impact agricultural businesses. Root Capital focuses on women in agricultural enterprises at all levels, from farmers to employees and middle managers to entrepreneurs and owners. To learn more, please visit www.rootcapital.org.

Prompted by the lack of progress on increasing the number of women on U.S. corporate boards, The Thirty Percent Coalition is a unique and groundbreaking national organization of more than 80 members committed to the goal of women holding 30% of board seats across public companies. To learn more, please visit www.30percentcoalition.org.

Founded in 1982, Trillium Asset Management is the oldest independent investment advisor focused exclusively on sustainable and responsible investing. Trillium manages assets for clients including individuals, foundations, endowments, religious institutions, and other non-profits. To learn more, please visit www.trilliuminvest.com.

The post New White Paper: Integrating Gender into Total Portfolio Activation appeared first on Trillium Asset Management.

Share This:

This post was originally published on TrilliumInvest.com


home-compass-croppedVisit the Invest With Values - Resource Directory to access leading investor information, opportunities, organizations, events, groups and tools.

Filed Under: -Impact Investing, -Sustainable-Responsible Investing Tagged With: Sponsor, Trillium

About IWV Sponsor

News and articles from Invest With Values' Sponsors
View all articles from Sponsors.

News Search

Sponsors

Talgra RSF RSF Social Finance logo Trillium MicroVest MicroVest LOCUS LOCUS Impact Investing CFC capital for change

Events

All News by Category

Take the Survey

Why do you care about money and investing?
  • Home
  • Directory
  • News Center
  • Sponsors & Partners
  • About
  • Connect
  • Google Plus
  • Facebook
  • Twitter
  • Linkedin

Copyright © 2026 • Invest with Values • All Rights Reserved • 914-230-0741 · info(at)investwithvalues.com
Created and Managed by Brian Kaminer of Talgra LLC

Disclaimer: The information shared through investwithvalues.com has been provided by Talgra, LLC (“Talgra”). No representation or warranty, expressed or implied is made by Talgra, the sponsors, partners or contributors as to the accuracy or completeness of the information contained herein. The website is for educational and informational purposes only and is subject to change. This does not constitute an offer or a solicitation to purchase or sell any security, and nothing herein should be construed as such. The opinions represented in this directory are those of Talgra and should be considered in conjunction with advice from a professional advisor in the context of your particular investment situation. The specific investments included in this website are examples of investments that can be made in each of the different investment categories and are not recommendations to purchase any individual security or investment vehicle.