1 “Some gender disparities widened in the U.S. workforce during the pandemic,” Pew Research Center, Jan 14, 2022: https://www.pewresearch.org/fact-tank/2022/01/14/some-gender-disparities-widened-in-the-u-s-workforce-during-the-pandemic/
2 “The Primal Scream,” The New York Times, Feb. 4, 2021, https://www.nytimes.com/interactive/2021/02/04/parenting/working-moms-coronavirus.html
3 “The State of the Gender Pay Gap in 2021,” Payscale, accessed Feb 24, 2022: https://www.payscale.com/research-and-insights/gender-pay-gap/#section14
4 “Q3 2021 Equilar Gender Diversity Index,” Equilar, Oct 28, 2021: https://www.equilar.com/reports/87-q3-2021-equilar-gender-diversity-index
5 “The Percentage of U.S. Female Fund Managers Is Exactly Where It Was in 2000,” Morningstar, Mar 16, 2021: https://www.morningstar.com/articles/1029482/the-percentage-of-us-female-fund-managers-is-exactly-where-it-was-in-2000
6 Morgan Stanley Institute for Sustainable Investing, Sustainable Signals: Asset Owners See Sustainability As Core to the Future of Investing, 2020
7 “CA Bill AB 979 Seeks to Increase Board Diversity,” Sheppard Mullin, Dec 14, 2020: https://www.sheppardmullin.com/
8 “Statement on Nasdaq’s Diversity Proposals – A Positive First Step for Investors,” U.S. Securities and Exchange Commission, Aug 6, 2021: https://www.sec.gov/news/public-statement/statement-nasdaq-diversity-080621
9 Sources: Refinitiv, FactSet, Morgan Stanley Research; Based on an Equal weighted average 12M forward return for the North America Top 1/3 fractile of HER score versus the excess equal weighted average 12M forward return for the region, 2011-5/2019; Note: Past performance is not indicative of future results.
10 “The role of diversity practices and inclusion in promoting trust and employee engagement,” Deloitte, May 2015: https://www2.deloitte.com/au/en/pages/human-capital/articles/role-diversity-practices-inclusion-trust-employee-engagement.html
11 “Delivering through Diversity,” McKinsey & Company, Jan 2018: https://www.mckinsey.com/~/media/mckinsey/business%20functions/organization/our%20insights/delivering%20through%20diversity/delivering-through-diversity_full-report.ashx
12 Morgan Stanley Institute for Sustainable Investing, Sustainable Funds Outperform Peers in 2020 During Coronavirus, 2021
13 Morgan Stanley Impact Quotient was the 2019 winner of the Money Management Institute & Barron’s Sustainable Investing Award.
14 US Pat. No. 11,188,983
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