Pax Ellevate Global Women’s Leadership Fund: Investing Like a Feminist in the #MeToo Era
商品編號：9B19C013
出版日期：2019/04/23
再版日期：
商品來源：
商品主題：Organizational Behaviour/Leadership
商品類型：Case (Field)
涵蓋議題：fund management, women in management, investment funds, employment equity
難易度：4 - Undergraduate/MBA
內容長度：18 頁
地域：United States
產業：Finance and Insurance
事件年度：2018
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?
教學手冊：Pax Ellevate Global Women’s Leadership Fund: Investing Like a Feminist in the #MeToo Era - Teaching Note
補充材料：