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9:25 AM - 10:15 AM Eve Ellis, CFP


Why Parity Matters to Investors--CE Credit Available


Eve Ellis, CFP
Portfolio Manager, The Parity Portfolio, The Matterhorn Group at Morgan Stanley


Session Description

The Matterhorn Group at Morgan Stanley developed the Parity Portfolio as a discretionary portfolio management investment strategy using a gender lens in order to meet the needs of ultra-high net worth individuals and institutional clients seeking financial returns and social impact.

Extensive research reveals a positive correlation between gender diversity in the boardroom and a company’s bottom line; The Parity Portfolio was borne from its co-creator’s digging through this research.

The Parity Portfolio invests only in companies with significant female representation on their boards. Its primary objective is to achieve financial returns through capital appreciation and current income and social returns through activism for gender parity in corporate America.

There is ONE CE credit hour available for this session. 


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