The basics
The Equality Fund universe
Asset classes
EF initiatives
100

Using money to make money

What is investing?

100

Application of various lenses that account for-and act on-gender

What is gender lens investing? 

100

Stocks in a publicly traded company. Somewhat liquid, moderate risk and return. E.g. ETF.

What is public equity?

100

A public equity product that invests in an index of top 200 companies that demonstrate a commitment to gender balance, equitable compensation, inclusive policies, and transparency

What is the Rock Creek Global Equality Fund Exchange Traded Fund? 

200

Total of investable assets

What is principal? 

200

The size of the Equality Fund's original principal 

What is $296M CAD?

200

A loan with a guaranteed term and return. Somewhat liquid, low risk and return. 

What is fixed income? 

200

A fixed income product that finances World Bank projects to support women's empowerment. 

What is the World Bank Global Sustainable Development Impact Bond? 

300

A donation of money (or property) to a nonprofit, which uses the investment income from that money for a specific purpose

What is endowment?

300

Set of investment screens to guide what we invest in and how

What is Gender Lens Investing Criteria? 

300

A loan to a private business or borrower. Not very liquid, high risk and return. 

What is private debt?

300

The Women's and Children's Health Technology Master Fund is an example of this.

What is an EF private equity investment product (that invests in health technology companies that solve important health issues for women, children, and adolescents across global markets)?

400

Grouping of investment products that have the same/similar financial characteristics

What is asset class? 

400
One of our investment screens

What is:

increasing access to capital

scaling products and services that support women, girls, and trans people and/or

addressing structural inequity

400

Portion of ownership in a company not listed on a stock exchange. Very low liquidity, high risk and return. 

What is private equity? 

400

A charitable giving mechanism whereby a donor gifts capital through a registered charity, usually a foundation, its returns gifted to other charities.

What is a donor-advised fund?

500

Something people use to generate money

What is investment products? 

500

Investment product that invests in an index of top 200 companies that demonstrate a commitment to gender balance, equitable compensation, inclusive policies, and transparency

Exchange Traded Fund

500

Impact investments that put impact before financial returns. 

What are program-related investments? 

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