Who we work with

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Are you a private investor wanting to consider the impact of gender equality? 

Perhaps you already have a portfolio but don't know where to start? 

We sit alongside you, providing information to understand the concept of gender-lens investing, including potential themes and areas of impact.  We can discuss solutions in the market without affiliation, and across all investment asset classes. 

We can provide an introduction to values-aligned advisers, independent of Equity JV, who can work with you to curate an individual pathway that considers your aspirations and investment objectives. We work on a consulting basis and can be available to individual investors as needed.

        Is client interest growing in gender equality and diversity as a creator of value ?Are clients seeing controversies and are concerned about gender risk?

We work collaboratively with advisers and their clients on a consulting basis to introduce gender-lens concepts. The goal may be to uncover the impact of gender equality across the portfolio, or to increase familiarity with gender-lens products. Our focus is on asset classes within a typical portfolio, particularly publicly listed equities, managed funds, ETFs.  

We can provide your advisory group, ESG analysts, or your Ethical Investing Team with an introduction to investing with a gender-lens, looking for intersectionality, and insights to pick authenticity in ESG screens and "pink washing".  

Are you a risk professional considering ESG and Sustainability reporting? ESG measures lacking in "S" factors? Gender equality absent from your strategic risks or mitigation?

Equity JV works with strategy, risk and sustainability leaders to use a gender lens across your work in areas such as OH&S, workplace policies, and leadership. It's clear that doing so both promotes your organisation's commitment to gender equality, and provides tools to better track your gender equality strategy. If you are using an ESG framework, Equity JV assists with the creation of measurable 'S' factors that incorporate gender equality and will strengthen your ESG and risk management strategy. 

What impact do you want to achieve? 

What change can you influence? 

Demonstrate your commitment to sustainability, a modern workplace, and an inclusive culture. Understanding the impact of your portfolio on gender equity, including embedding your commitment in your investment policy, or perhaps knowing how to discuss gender positive investments with your asset managers are just some of the many ways Equity JV can work with you.  

 Navigating workplace and regulatory change? 

Regulation. It feels like a burden, and the value to your organisation is unclear.  So it's important that leaders can implement any change so it makes sense in your workplace and adds value to your business.   For example, recent changes to director's duties and psycho-social hazards may be seen as irrelevant or unnecessary.  Equity JV works with leaders to understand the opportunity and strategic value so they can prioritise change aligned to what the organisation needs. 

Leading change? Difficult conversations?

We can help.

Recent legislation* in the workplace to promote gender equality means change is on the horizon in all workplaces. Today's leaders not only must understand gender equality, but demonstrate the strategic value to explain why there is a need for change.

 Equity JV can lead conversations about "all things gender" so your leadership is comfortable with the changes they must now lead and implement. At every step we take a strategic approach and we believe gender equality is best integrated into your strategy and progress tracked.

Does gender equality support your organisational culture?

You may be working with executives to navigate regulatory changes, workplace flexibility, and the gender pay gap.  We assist organisations to incorporate gender equality into annual plans and targets so directors know their strategy not only meets regulatory requirements, but also strengthens corporate culture, and via measurable goals make progress towards equality in recruitment, retention, pay equity, and workplace safety, for example..

Where your organisation is working with ESG and sustainability frameworks that incorporate equality and diversity metrics, Equity JV can review these approaches, as well as  incorporate measures of gender equality and intersectionality as required. 

 Is the narrative doing its job? 

Communicating authenticity, strategic intentions and genuine progress is the goal. But today's annual reports, sustainability statements and stakeholder communications need to both satisfy regulatory requirements and speak to diverse stakeholders.  Equity JV can unpack your gender equality strategy so your narrative communicates your progress and affirms your status as a modern organisation. Elevating your work in gender equality can improve engagement with staff, communication with stakeholders, and elevate your relationship with investors.  

Is it your goal to create change, or to support the change of the next-generation?  

For family foundations managing a portfolio or non-profits and charities with investments, we can assist to intentionally align your investment policies and processes with your values and purpose.  This includes working with any existing advisory relationships.  Integrating a gender-lens signals in your portfolio, your investment charter, and your policies your intention to create change through deliberate actions.