AB Diversity Champions Equity Portfolio
- An actively managed Portfolio, which uses fundamental research to build a concentrated, high-conviction portfolio of equity securities of issuers that we believe offer attractive returns because they are Diversity Champions.
- Recent studies have shown that companies with more diverse workforces tend to outperform those with less diverse teams, as companies compete to attract the best talent in a highly competitive world.
- The Portfolio seeks to invest in global companies that are aligned to the 3 UN Sustainable Development Goals (SDGs) on promoting gender equality, decent work and economic growth and reducing inequalities.
- Diversity Champions are defined as issuers that capture the benefits of DEI and are leaders with respect to policies and practices to attract and retain diverse talent.
- Diversity Champions are typically ahead of the curve and tend to create a virtuous circle, with highly motivated, diverse workforces driving innovation and success. Higher retention rates and better collaboration are amongst the many benefits for both the company and investors.
More Information
Benefits of Investing
-
Invest in a more diverse world
Invest in the drive towards a more dynamic diverse, and inclusive workforce around the world.
-
Attractive long-term return potential
Actively managed high-conviction portfolio of global companies, identified as Diversity Champions, based on extensive fundamental research.
-
Environmental, Social & Governance (ESG) Integration and Engagement
Proprietary tools and systems enable ESG engagement, research and collaboration among our global team of analysts.
-
In-Depth Research
Driven by AB’s experienced fundamental and quantitative research team with an average of 17 years of experience and extensive global resources.
-
Firmwide Commitment to Responsible Investing
At AB, we’ve embraced responsible investing in spirit and practice, making it a central component of our firm’s identity.
Risks to Consider
-
Equity securities risk:
Equities can lose value rapidly, in response to such factors as activities of individual companies, general market or economic conditions, or changes in currency exchange rates.
-
Emerging/frontier markets risk:
Emerging Markets, including frontier markets, are less established and more volatile than developed markets and more sensitive to challenging market conditions.
-
Derivatives risk:
Derivatives are financial contracts whose value is derived from that of an underlying asset, rate or eligible index. Small movements in the value of an underlying asset, reference rate or eligible index can create large changes in the value of a derivative, making derivatives highly volatile in general and exposing the Portfolio to potential losses significantly greater than the cost of the derivative.
-
Concentration/focus risk:
Investing in a large portion of assets in a limited number of industries, sectors or issuers, or within a limited geographical area, can be riskier and subject to greater volatility than investing more broadly. As a result, the Portfolio will be more sensitive to the factors that determine market value for the area of focus such as economic, financial or market conditions as well as social, political and environmental.
-
Other risks include: Country risk - China, Currency risk, Depositary receipts risk, Hedging risk, Leverage risk, Market risk, Securities lending risk and Small/mid-cap equities risk.