Seejo Valacheril, MBA’s Post

Learn how the latest in Morningstar Indexes’ lineup of socially focused solutions can help investors achieve both social and investment goals: http://spr.ly/60429DzGO The new Morningstar Developed Markets LGBTQ+ Leaders Index highlights corporate leaders in inclusion by targeting 100 large- and mid-cap stocks diversified across region and sector and selecting companies with strong policies and practices related to their LGBTQ+ workforce. Data from Morningstar Sustainalytics and ExecuPride, a socially focused enterprise that harnesses data science to monitor advances and provide insights into corporate LGBTQ+ inclusion, underpins the index. #MorningstarIndexes

🌈The end of Pride Month should not mean the end of your inclusion and diversity learnings. In fact, it's the perfect time to start your brand allyship journey. Click through to learn how Kantar can help you get started.

Did you know the global LGBTQ+ market boasts a $4 trillion purchasing power? Despite this, significant untapped potential remains in LGBTQ+ investing, where some of the best LGBTQ+ investment opportunities live. From impact investing to ESG integration, this article dives into: ✅ Key trends driving growth, like tech-driven innovation and intersectional investing. ✅ Opportunities to empower LGBTQ+ founders and communities. ✅ Challenges, including data gaps and the need for inclusivity in finance. Discover how aligning your investments with your values can foster your best returns and meaningful public progress. Let’s shape a better future together. 🔗 Read more: The Future of LGBTQ+ Investing: Emerging Trends and Opportunities 🔗 https://lnkd.in/evSdqvke Schedule a call ➡️ https://lnkd.in/eXjHMhQz #LGBTQInvesting #ImpactInvesting #DiversityAndInclusion #SocialImpact #FinanceForGood #ESG #InclusiveGrowth #PurposefulInvestment Ben Stokes Nicole McCarthy Jamie Gorman H. Caleb Simmons Robbie McKendrick Javanni Waugh

We champion the success of small-, minority-, women-, disabled-, LGBTQ+, and veteran-owned businesses as they play a critical role in the economy. Our supplier diversity efforts in FY23 focused on amplifying our customers’ diverse supplier initiatives, building awareness and continuing our investments in minority-owned enterprises. Read about how we did this in our ESG Report: https://ow.ly/eP0e50RxUTu

“An LGBTQ+ index would not have been possible a few years ago.” http://spr.ly/60449AcQp In this new article by ETF Stream, Robert Edwards, CFA, Director of Product Management EMEA and ESG Indexes, discusses why #MorningstarIndexes decided to launch the new Morningstar Developed Markets LGBTQ+ Leaders Index, the challenges of accurately tracking LGBTQ+ leading companies, and future product development.

Celebrating Pride Month! The Morningstar Developed Markets LGBTQ+ Leaders Index was launched this month. Index construction begins from a large- and mid-cap index made up of 85% of investable developed markets globally, with ESG exclusions then applied. Index constituents must score at least 3 on Morningstar's ExecuPride Assessment Scale, a framework for evaluating LGBTQ+ inclusion through an assessment of executive commitment and direct evidence of diversity and inclusion policies, practices, and corporate support structures. The index is comprised of 100 constituents. First, the highest scoring companies from each of the 11 GICS sectors from North America, Europe, and the Asia Pacific are included. The next four highest scorers in each sector are then included, and the next highest scorers from any sector are included. Constituents are weighted by applying a score tilt factor to their market cap, giving higher scorers additional weighting. Workplace diversity brings clear benefits to corporations and their investors. With applause for this new index, we have added it to our coverage of diversity, equity, and inclusion equity funds and indexes. See our latest quarterly analysis of equality-focused investing at bit.ly/GLIQ. InvestmentNews Steve Randall Ron Bundy Morningstar Sustainalytics Robert Edwards, CFA #PrideMonth #LGBTQ #SustainableInvesting #DiversityEquityandInclusion

With DEI initiatives seeing increasing pushback across the globe, our recent panel discussion in Mexico explored, through a cross-cultural lens, the importance of LGBTQ+ inclusion, with panelists sharing personal stories, embracing their identities, and being their authentic selves in the workplace. ➡ Visibility matters: Sharing our stories helps break down barriers and building an inclusive culture. ➡ Tone from the top: Colleagues feel supported and seen when senior leaders engage. ➡ Policies matter. Small changes in people policies (particularly when it comes to supporting planning for non-traditional families) can make a big difference. ➡ Supporting junior talent: Senior colleagues can help junior talent navigate authenticity and differing experiences and viewpoints. Read more on our firmwide LGBTQ+ initiatives at https://okt.to/oHuwl0 Paul Humphreys | Carlos Mello | Sofía Klot

🌈 LGBTQ+ inclusion is key for business success.🌈 Companies with strong LGBTQ+ policies see better financial performance, a stronger brand, and access to diverse talent. Check out the full article https://lnkd.in/e48qJYQ2

Inclusion matters for everyone. In our global research from 2021 to 2023, the inclusion scores for LGBTQ+ individuals improved by an average of six and a half percentage points between 2021 and 2023. These increases show that intentional investments in inclusion really work. Yet employers still have a long way to go to foster inclusion for all employees. #inclusion Learn more on how to drive inclusion and a sense of belonging at scale: https://bit.ly/3ALfovb

Inclusion matters for everyone. In our global research from 2021 to 2023, the inclusion scores for LGBTQ+ individuals improved by an average of six and a half percentage points between 2021 and 2023. These increases show that intentional investments in inclusion really work. Yet employers still have a long way to go to foster inclusion for all employees. Learn more on how to drive inclusion and a sense of belonging at scale: https://dy.si/mVto9F2