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Diversity & Inclusion

INVESTMENT PORTFOLIO

Since the birth of the United States, a lack of financial inclusion for Black Americans has existed at every level of our financial system. As Black communities have struggled to gain the same access to wealth-saving tools as others, a massive wealth gap has emerged between white and Black Americans.

To combat this divide, the Diversity & Inclusion Portfolio invests in companies that demonstrably commit to the inclusion and empowerment of marginalized peoples as a core tenet of their practices, policies, and culture. By doing so, the portfolio supports corporate initiatives that specifically empower and promote ethnic minorities, women, and other marginalized people that have historically been excluded from economic opportunity.

 
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The Diversity & Inclusion Portfolio invests in companies that emphasize diversity as a crucial element of their workplace. These companies target racial, gender, and cultural diversity not only in their workforce but also in their board and executive structure, leading to different perspectives and new innovations.

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Companies in this portfolio demonstrate a commitment to the wellbeing of their employees. These companies prioritize the health, working conditions, and fair salary of their employees, ultimately leading to greater employee satisfaction and efficiency.

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We specifically exclude any companies that have a record of controversy related to their business practices. If a company has had a recent controversy related to diversity, compensation, or corruption within its workplace, it won’t be in this portfolio.

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INFO

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PORTFOLIOS

COMPANY

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LEGAL

Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. This website is operated by Newday Funds, Inc ("Newday") an SEC registered investment adviser. By using this website, you accept our Terms of Use and Privacy Policy. Newday’s investment advisory services are available only to residents of the United States in jurisdictions where Newday is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a complete description of Newday’s investment advisory services. Certain investments are not suitable for all investors and are not available to all Newday Clients. Newday does not provide financial planning services to individual investors. Before investing, consider your investment objectives and Newday’s fees and applicable custodial fees. Brokerage services are provided by Apex Clearing Corporation to Newday Digital Platform Clients or by Charles Schwab to Newday Premier Clients , both firms are SEC registered broker-dealers and members FINRA/SIPC. Market Data by Xignite. For more information, see Full Disclosures. IMPORTANT: Calculator assumes monthly contributions and no withdrawals. Projections generated are for illustrative purposes only and is hypothetical only. It does not represent results of actual trading using client assets, are not individualized, are not intended to serve as the primary or sole basis for investment decisions, and not a guarantee of future results. The rate of return on investments can vary widely over time including the potential loss of principal. Information provided by Newday Support is for informational and general purposes only and is not investment or financial advice.

Attribution for Portfolio Images: Building Icon by Payungkead, Meeting Icon by Freepik, Around Globe Icon by monkik, Shofar Icon/Islamic Icon/Priest Icon by Freepik from www.flaticon.com

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