The Women-Leadership Portfolio seeks superior companies that have established higher gender-friendly individuals within senior management and leadership roles. Driven by research and academic studies, the Women-Leadership portfolio seeks to enter quality positions that will take advantage of the profits gained from companies that are characterized by a majority of women leading in ownership, corporate leadership, and board members. (S&P 500 benchmark)
Investment Minimum
$150,000
Number of Holdings
15 to 25
Portfolio Manager
- Bobby Peters
- CIMA®
- CRPS®
- MBA
BENEFITS OF OUR WOMEN-LEADERSHIP PORTFOLIO:
- Diversification: Investing in companies led by women can help diversify an investment portfolio and reduce overall risk.
- Performance: Studies have shown that companies with women in leadership positions tend to have better financial performance than those without.
- Social Impact: Investing in companies led by women can also have a positive impact on society and contribute to gender equality.
- Innovation: Companies with diverse leadership teams tend to be more innovative and better at problem-solving.
- Long-term potential: Companies that support diversity and gender equality tend to have a better reputation and be more attractive to customers and employees, which can lead to long-term growth prospects.
This algorithm portfolio model includes analysis initiated as of 2021. Performance calculations are all “net of fees” but do not take into account capital gains taxes. This performance calculation also does not take into account timing differences between the model portfolio selections and purchases made based on those selections by actual investors. Over certain periods the model portfolio incurred losses and over time the model portfolio is expected to continue to pose a risk of negative investment returns. This model portfolio does not address the specific investment objectives, financial situation, nor particular needs of any person. Stocks in the model portfolio will not be suitable for all investors. In calculating model portfolio performance dividends are assumed to be reinvested in the model portfolio. Past performance of the model portfolio is not a reliable indicator of future results.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Trulytics Financial Corp are separate entities from LPL Financial.