DEI Investment Product

Denominator's DEI Investment Universe product provides investors with access to the most granular DEI database on publicly listed and large private companies (25K+) on the market. The dataset covers 250+ unique variables across 15+ dimensions of DEI, such as gender, race/ethnicity, sexuality, nationality, education, age, etc. covering all countries and industries.

The dataset enhances investors’ Social ESG insights and considerations within their investment and ownership practices on global portfolios and can thereby be viewed as a complimentary dataset to existing ESG datasets. Use cases include:

- Portfolio Performance Analysis: Identify DEI leaders and laggards measured in relation to countries and industries of operation across 15+ dimensions.
- DEI Stewardship & Engagement: Utilize global peer performance data and benchmarking to guide DEI stewardship & engagement policies and practices.
- Thematic Investing: Create socially-oriented investment products for a new generation of investors or incorporate granular social data into existing ESG products.
- Enhance ESG Methodology: Strengthen social considerations in existing proprietary ESG methodologies.
- Regulatory Reporting: Use DEI data to report on 4 mandatory PAI Indicators (and several more optional PAIs) in compliance with SFDR.

Sample table:

- A full list of S&P500 companies and their associated DEI scores and select raw data:

Definitions of sample table scores:

- Advanced Total: Measures the total DEI performance across three levels (Board, Executive Management, Total Company) and 15+ dimensions of DEI.
- Advanced Total Gender: Measures the total Gender performance across three levels of the company (Board, Executive Management, Total Company).
- Advanced Total Race/Ethnicity: Measures the total Race/Ethnicity performance across three levels of the company (Board, Executive Management, Total Company).

Sample Fields:

- Scores across 15+ dimensions of DEI
- Representation of women in the board
- Representation of women in executive management
- Percentage of women employees
- Is CEO a woman/racial minority?
- Is Chair a woman/racial minority?
- Does company have a Head of DEI?
- Does company have DEI training?
- 200+ additional datapoints available

Denominator推出的DEI（多元、公平与包容，Diversity, Equity, and Inclusion）投资标的池产品，可为投资者提供当前市场上粒度最精细的上市及大型私有企业（超2.5万家）DEI数据库。该数据集涵盖15个以上DEI维度下的250余个独特变量，涉及性别、种族/族裔、性取向、国籍、教育背景、年龄等范畴，覆盖全球所有国家与行业。

该数据集可助力投资者在全球投资组合的投资与持有实践中优化社会ESG（环境、社会及治理，Environmental, Social, Governance）洞察与考量维度，因此可作为现有ESG数据集的补充数据集使用。其应用场景包括：
- 投资组合绩效分析：基于15个以上DEI维度，对照企业运营所在国家与行业，识别DEI表现领先者与落后者。
- DEI治理与参与式投资：利用全球同业绩效数据与基准分析，指导DEI治理与参与式投资的政策与实践。
- 主题投资：为新一代投资者打造以社会价值为导向的投资产品，或将精细社会数据融入现有ESG产品体系。
- 优化ESG方法论：强化现有专属ESG方法论中的社会维度考量。
- 合规报告：依据SFDR（可持续金融披露条例，Sustainable Finance Disclosure Regulation），使用DEI数据报告4项强制PAI（主要负面影响指标，Principal Adverse Impact）指标（及多项可选PAI指标）。

样本表格示例：
- 标普500（S&P 500）成分股完整列表及其关联DEI得分与精选原始数据：

样本表格得分定义：
- 综合先进得分（Advanced Total）：衡量企业董事会、执行管理层、全公司三个层级，以及15个以上DEI维度的整体DEI表现。
- 性别维度综合先进得分（Advanced Total Gender）：衡量企业董事会、执行管理层、全公司三个层级的整体性别表现。
- 种族/族裔维度综合先进得分（Advanced Total Race/Ethnicity）：衡量企业董事会、执行管理层、全公司三个层级的整体种族/族裔表现。

样本字段包括：
- 15个以上DEI维度得分
- 董事会女性代表占比
- 执行管理层女性代表占比
- 女性员工占比
- CEO是否为女性/少数族裔？
- 董事长是否为女性/少数族裔？
- 企业是否设有DEI负责人岗位？
- 企业是否开展DEI相关培训？
- 另有200余项额外数据点可供获取

搜集汇总

背景与挑战

背景概述

该数据集提供全球25,000余家上市及大型私营公司在多元化、公平与包容(DEI)方面的250多个变量数据，涵盖15个以上维度，支持投资组合分析、ESG方法增强等应用场景。数据包含公司各层级的DEI评分及200多个具体数据点，如女性在董事会和高管中的占比等。