Saturna Growth Fund - Z Shares · NASDAQ:SGZFX
Saturna Growth Fund - Z Shares — Saturna Capital — ESG Presentation (May 2021)
14 slides from Saturna Growth Fund - Z Shares's sustainability presentation, May 19, 2021
Slide 1: Corporate Gender Equality: Findings, Applications, and Opportunities
Corporate Gender Equality: Findings, Applications, and Opportunities © 2021 Saturna Capital Corporation 1
Slide 2: Welcome!
WELCOME! Jane Carten MBA Diana van Maasdijk Craig Churman MBA AIF® President, Director, Co-Founder and CEO Vice President, Product and Portfolio Manager Equileap Development and Director Saturna Capital Saturna Capital © 2021 Saturna Capital Corporation 2
Slide 3: Saturna Sustainable Equity Fund
Saturna Sustainable Equity Fund For the five-year period ended March 31, 2021 Equileap analyzes nearly 3,500 companies and assigns a gender equality score between 0 and 100. These overall scores are based on four sub- scores: • Gender balance in leadership and workforce (40 possible points) • Equal
Slide 4: Equileap mission: close the equality gap in the workplace
OUR MISSION Close the equality gap in the workplace OUR ADDED VALUE The largest database globally on gender equality 4
Slide 5: About Equileap
About Equileap United Nations SDGs Goal #5: “Achieve gender equality and empower all women and girls” Gender diverse companies = Better performance In the 2 years post-appointment, female CEOs see a +20% increase in stock price momentum S&P Global Report, Oct. 2019 Gender diversity on a corporate bo
Slide 6: The largest database on gender equality
The largest database on gender equality 4000 23 19+ COMPANIES DEVELOPED ECONOMIES CRITERIA Mid & large cap companies North America Gender balance MSCI World, S&P 500 Europe Gender pay gap Russell 1000, Stoxx 600 Asia Pacific Parental leave Indices in 23 countries Sexual harassment Supplier diversity
Slide 7: Gender balance globally
Gender balance globally Women make up 37% of the workforce, 24% of senior management, 17% of executives, and 25% of boards globally Gender Equality Global Report & Ranking 7
Slide 8: SDG 5 - Gender Equality
SDG 5 - Gender Equality As of June 30, 2020 * Excluding holdings issued by sovereign entities, such as US Treasurys and foreign government bonds. © 2020 Saturna Capital Corp. • Investment Professional Use Only • Not For Retail Distribution 8
Slide 9: Percentage of companies publishing gender pay information per country
Percentage of companies publishing gender pay information per country Source: Gender Equality Global Report & Ranking 9
Slide 10: Resources
Resources Saturna Sustainable Impact Report 2020 saturna.com/sustainable/white-papers/2020-impact-report The Future Can Be Female: Starting the Finance CEO Pipeline Earlier thinkadvisor.com/2021/03/12/the-future-can-be-female-starting-the- finance-ceo-pipeline-earlier/ Equileap database equileap.com
Slide 11: Disclosures
DISCLOSURES Please consider an investment’s objectives, risks, charges, and expenses The MSCI All Country World Index is produced by Morgan Stanley Capital carefully before investing. To obtain this and other important information International (MSCI). It is a broad measure of equity market performa
Slide 12: A Few Words About Risks
A Few Words About Risks Sustainable Equity Fund and Sustainable Bond Fund entails credit risk, which is the possibility that a bond will not be able to pay interest or principal The value of Fund shares rises and falls as the value of the securities in which a Fund invests goes when due. If the cred
Slide 13: Equileap Contact Information & Disclaimer
Equileap Contact Information & Disclaimer Headquarters Weesperstraat 61 1018VN Amsterdam The Netherlands +31 6 28 18 12 19 Get in touch +31 6 28 18 12 19 info@equileap.com Diana van Maasdijk Lotte van der Stelt - van Limburg Stirum www.equileap.com CO-FOUNDER & CEO COO +31 6 22 57 4973 +31 6 22 38 4
Slide 14: Saturna Capital Contact Information
Saturna Capital Contact Information: Saturna Capital 1300 North State St. Bellingham, WA 98225 Toll-free: 800-728-8762 Local: 360-594-9900 Craig Churman MBA AIF® Gus Grefthen www.saturna.com cpc@saturna.com gog@saturna.com © 2021 Saturna Capital Corporation 14