OUT-PERFORM
Your Global LGBT Asset Management Partner
OUT-Perform
Background
Investors are gradually becoming aware of an emerging class of investment opportunities: LGBT-friendly investments. The equity performance of companies with LGBT-friendly policies can be successfully tracked via index or index-related products and show a demonstrably higher return on investment compared to the average index. In addition, participation in LGBT-friendly funds can be leveraged as positive branding in your marketing of other goods and services, provide access to LGBT-markets and contribute to creating a more inclusive corporate climate. LGBT-Friendly investment funds can also have a role in improving overall attitudes toward LGBT people in society and support the development of the next generation of entrepreneurs.
OutPerform addresses the global trend of increased acceptance and proliferation of LGBT-friendly policies in corporations across all sectors and presents a way that leverages Nasdaq to serve current and new market participants by introducing a product that will grant direct exposure to the LGBT market segment.
Over the years, we have built an international network and established credibility both in communities and in the corporate sector around the globe. Our launch of the Out-Perform UCITS fund successfully fills this gap and addresses investors’ need, offering a product that enables both retail and institutional investors to gain exposure to LGBT-friendly investments through a mature and safe market.
From a basket of over 1800 companies world-wide, we have chosen the top 200 based on LGBT-inclusion, created an index (The Out-Perform UCITS Fund) and compared this index with the representative indexes of the equity markets. As shown below, we successfully out-perform the equity indexes of Dow Jones and S&P 500 by over 7% annually over the last 7-year period, as illustrated in a graph:
Out-Perform News
When Jamie Dimon horrifies The Economist
LGBT Impact investing is an element of response to the failures of the economic system In 2021, it has become common for the highest priests of capitalism to question the system itself. Last week Jamie Dimon horrified the Economist (read the counterpoint in this...
Elton John makes the case for LGBTQ+ impact investing
There was an article in FT Adviser this week titled “Elton John urges a focus on ESG through LGBT+ lens” . The visionary icon was quoted as saying “We are delighted to see the investment industry stepping up its leadership for LGBT+ equality around the world”. From...
LGBTQ+ representation and participation and the changing face of capitalism
LGBTQ+ inclusion even in the countries which experienced progress on equal rights remains abysmal. It is even the case in the United States, arguably the country with some of the most pro-LGBTQ+ legal protections. In politics as an example, while the number of openly...
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