Kvinder giver bedre afkast end mænd! Merrill har lavet en analyse, som får betydning for både investeringspolitikken i fonde, hos private investorer og i virksomhederne: Virksomheder med en høj andel af kvinder i direktionen og bestyrelsen giver nemlig 30 pct. større afkast end gennemsnittet! Det får Merrill til at konkludere, at kvinders andel af topledelsen i virksomhederne fremover må indgå i virksomheds- og investoranalyser. Analysen viser også, at start-up virksomheder med kvindelige ejere og ledere oplevede et fald i investeringer sidste år, selv om kvinde-ejede start-up virksomheder giver dobbelt så gode resultater som mande-virksomheder. Nu må kvinderne integreres i investeringsanalyserne, hedder det i analysen! Hvem kan ignorere en forskel på 30 pct. i afkastet?
Integrating A Gender Mandate Into Investments Is More Timely
Than Ever
Women are currently facing unprecedented and unsustainable struggles as a result of the
global health crisis—and the path to gender equality has taken a significant hit. On
International Women’s Day, we acknowledge the power that gender parity could bring to
investors and corporates alike.
Work needs to be done by policy makers (subsidized childcare, paid family leave, etc.), but
it’s also an imperative for investors and corporates. Companies should embrace diversity
and gender equality to help them gain a competitive edge through innovation, consumer
insight, product development—and the bold decision-making empowered by diversity of
thought.
As BofA Global Research highlights, S&P 500 companies with above-median
women in management see 30% higher return on equity (ROE) and 30% lower earnings
risk one year out compared with their less diverse peers.
ESG disclosure and the power of flows has the potential to make a difference. Metrics on
women, such as board diversity, equal pay and parental leave, may increasingly be reported
and integrated into investment analysis. So it pays to lean in when it matters most:
Sustainable fund flows accounted for nearly one-fourth of overall flows into funds in the
U.S. in 2020—a record $51 billion and Social factors (the “S” in ESG) helped financial
performance.
In December, women accounted for more than 100% of the 140,000 jobs lost (in fact
women lost 156,000 jobs, while men gained 16,000).
Women entrepreneurs also faced a deteriorating situation in 2020. More than 800 female-founded startups globally received a total of $4.9 billion in venture funding in 2020, representing a 27% decrease over the same period last year (in a year when venture funding set a record), according to Crunchbase data through mid-December.
We’re missing a trick: Women-owned startups deliver more than twice as
much revenue per dollar invested as those of men.
