Key information

🔎 Fund Overview

The Workplace Equality Portfolio is an exchange-traded fund (ETF) designed to track performance of the Workplace Equality Index®, a stock index that includes many of America's leading equality-minded corporations. It consists of publicly-traded companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The screening criteria generally include mandatory language in a company's equal employment opportunity (EEO) statement prohibiting discrimination based on sexual orientation and gender identity, offering health benefits to same-sex partners or spouses of employees, along with other corporate benefits and privileges. Other screens are performed with the goal of eliminating companies that would detract from the Index such as companies in bankruptcy or reorganization. The Workplace Equality Index® has a track record of more than a decade, with an inception date of 2001. The Index is managed by Segall Bryant & Hamill, an independent investment management firm headquartered in Chicago, with offices in St. Louis, Philadelphia, Denver, and Naples, Florida. The firm was established in 1994 and offers domestic equity and fixed income strategies, international and global equity, and alternative strategies for institutional and wealth management clients.