About the Workplace Equality Index
The Workplace Equality Index® is 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 Story Behind the Index
Since its founding in 1958, Denver Investments has been committed to helping individual and institutional investors achieve investment success through independent research. We offer a broad spectrum of capabilities to meet the specific objectives of our clients, including customized, socially-screened portfolios. More specifically, we have over 15 years’ experience managing portfolios for institutions and individuals that choose to allocate investments in the securities of companies that support the lesbian, gay, bisexual and transgender (LGBT) community. Given this experience and expertise, Denver Investments created the Workplace Equality Index® to evaluate corporate policies and practices that support workplace equality and inclusion for the LGBT community. See our Frequently Asked Questions to learn more.
In 1998, Denver Investments was first approached by the Minnesota-based Kevin J. Mossier Foundation to advise and manage its investable assets. The late Kevin Mossier was a visionary entrepreneur and an openly gay travel expert, best known for founding one of America’s most successful gay travel companies, RSVP Vacations. Following Kevin’s death, the Foundation was established in his name to fulfill his vision to advance the cause of human rights and LGBT equality.
At that time, there were few, if any, resources for this unique and specialized social screening. The Mossier Foundation trustees believed that its benefactor’s wishes would be best served by strategically investing in corporations that also shared his values and aspirations.
To meet the Foundation’s requirements, Denver Investments conducted independent research to establish our own screens to select stocks and bonds from corporations that are supportive of workplace equality and fairness. Our screens validated that the companies whose shares we held supported their own LGBT employees by insisting on employment nondiscrimination policies and by offering equal benefits for same-sex domestic partners.
The Mossier Foundation and other investors cheered our creation of the Workplace Equality Index® as it promoted equality principles to companies as an incentive to grow investor participation. In short, they believed that investment in equality principles encouraged more companies to adopt like-minded workplace policies.
About the Portfolio Manager
John Roberts, Esq. is the portfolio manager of the Workplace Equality Index. He is also a seasoned portfolio manager in the Wealth Management group at Denver Investments, with more than 15 years’ experience managing portfolios screened for LGBT workplace policies. John is a partner at the firm. Prior to joining Denver Investments in 1996, Mr. Roberts previously worked as an assistant to the General Counsel at Waterhouse Securities and Waterhouse Asset Management and as an investment executive with PaineWebber, Inc. Mr. Roberts has a BBA from The George Washington University and JD from the University of Denver. He is a member of Pride Planners and the recipient of the 2014 Denver Gay and Lesbian Chamber of Commerce Male Entrepreneur of the Year award for his work launching the Workplace Equality Portfolio. He is also a member of the Denver and Colorado Bar Associations and is active in the Trust and Estate Section of the Colorado Bar Association.
About Denver Investments
Denver Investments is a research-driven organization founded on the belief that original fundamental research is the key driver of value-added management. Since the inception of our investment management services in 1958, proprietary fundamental research has been the cornerstone of our investment approach. Today, the firm manages assets for a broad array of individual and institutional investors through separate accounts, sub-advised portfolios and our family of mutual funds. Importantly, we believe the firm’s organizational independence (100% employee-owned) helps align our interests with those of our clients which enhances our ability to promote their investment success.
Learn more about Denver Investments at www.denvest.com.
How to Invest
Learn how to invest in an exchange-traded fund (ETF) designed to track the performance of the Workplace Equality Index®. Learn More
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