Izimali zamasheya ezitshalayo ezinkampanini "zabesifazane" zibonisa le nkomba yasentwasahlobo, zedlula imakethe yamaphakathi. Ngaphandle kokulungiswa ngama-indices amakhulu, ukuphepha kwezinkampani eziphethwe ngabesifazane kuhlala kukhanga kakhulu kubatshalizimali. Ikakhulu, imakethe ihola ubulili obukhulu kunayo yonke e-ETF - I-SPDRK ® SSGA GEVERSITY Index (NYSE: SHE). Kubandakanya izinkampani eziyi-165 lapho isabelo esikhulu kunazo zonke eBhodini Yabaqondisi kanye neBhodi kungenxa yabesifazane.
I-logic yesikhwama ekuqaleni ukukhetha ama-chips, kuma-Dynamics angathinta iqiniso lokuthi awalandeli ku-phawatert evamile yokuphatha "kwabesilisa". Ngokulungiswa kokugcina, okuhlala kuze kube ngoMashi 8, lo mbono wasebenza: Uhlanganyela ngoba ukuqala kwalo nyaka kuboniswe ukukhula okungu-5%, kanti izinga lokukhula kwe-S & P 500 lalingama-1%.
Ukuqhuma okufanayo (noma amandla ashukumisayo akukubi kakhulu kunemakethe) akhombisa ezinye izimali zephrofayili ezitshalayo kumasheya we- "NYSE: Izilwane) kanye nabesifazane bezincwadi zobuholi e-Enn (NYSE: Wil). Kusukela ngoJanuwari 1, 2021, ukukhula kwamasheya okuqala kwakungu-3.5%, owesibili ngu-6.4%. Kuyaqapheleka ukuthi ukwanda okukhulu kwehla ngoMashi 8 (e-USA kwakuwusuku lokuhweba) kunokwengxenye ungachaza le nto: Abatshalizimali ekufuneni imibono batholwe i-niche entsha.
Izimali ze- "Femal" ezihlelekile azifani ngama-indices abanzi. Banqoba umkhakha wezobuchwepheshe, ukunakekelwa kwempilo, izinkampani zabathengi kanye nomkhakha wezezimali. Umehluko kuphela izidingo zengxenye yobuncane yesilinganiso sabaqondisi besifazane (imvamisa hhayi ngaphansi kwama-25%). Lo mbono ungasetshenziswa njengesikhathi eside: Intshisekelo kumaphepha "abesifazane" ayakhulayo hhayi kuphela ngenxa kaMashi 8: Manje kungenye yezindlela zomkhakha wonke waseNtshonalanga kanye nokwehlukahlukana eqenjini, kufaka phakathi ubulili, kubhekwa ngabatshalizimali njengenzuzo yokuncintisana yenkampani.
Ngomqondo obanzi wezimali zezokulingana zivumela ukuguqula imali kwezimali kwezinye imali ze-ESG, lapho amasheya ezinkampani avame ukubuswa ngokugcizelelwa. Kodwa-ke, kufanelekile ukuthi ngokubona ukuthi ngokwenzuzo imali "yabesifazane" abakakhombisi inzuzo ebalulekile uma kuqhathaniswa no- "owesilisa": kusukela ekuqaleni kuka-2020 futhi kuze kube manje, ngenkathi kukhula Inkomba ye-S & P 500 ifinyelela ku-20%.
UValery Emilenov, umhlaziyi we-Frido Finance "
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