Measuring DEI in a corp context
From BCG: The Diversity and Inclusion Assessment for Leadership (DIAL) tool analyses diversity and inclusion benchmarking data within and across industries and geographies and cuts across recruitment, retention, advancement, representation and pay
Resources: Allocating Budget, People and Time
From Inclusion in Tech: There is no ‘one-size fits all’ solution, but don’t worry! There will be resource requirements and business impact on the company when you launch your strategy. By identifying who and what will be required from the start, you can plan for any additional resources, reduce risk and create tangible timelines.
Minimizing and addressing implicit bias in the workplace
By Shamika Dalton and Michele Villagran: Awareness of our implicit biases, and how they can affect our colleagues and work environment, is critical to promoting an inclusive work environment. Part one of this two-part article series will focus on implicit bias: what is implicit bias, how these biases affect the work environment, and best practices for reducing these biases within recruitment, hiring, and retention in the library workplace.
Diversity in Investment: Enabling performance by unleashing talent in global capital markets through diversity
From the Investor Leadership Network: Committed to tracking progress and making an impact on sectors with an underrepresentation of diverse talent, the Diversity in Investment initiative aims to open opportunities for diverse talent in finance and investment worldwide and to increase the presence of diverse talent in investment and management roles in the financial industry.
Amplifying the "S" in ESG: Investor Myth Buster
From the Thomson Reuters Foundation: A new partnership, bringing together civil society, experts, and the private sector to emphasise the importance of the ‘social’ criteria within Environmental, Social and Governance (ESG) investing.
Diversity in Action Roadmap
From ILPA: "The Diversity in Action initiative brings together limited partners and general partners who share a commitment to advancing diversity, equity and inclusion in the private equity industry. The goal of the initiative is to motivate market participants to engage in the journey towards becoming more diverse and inclusive and to build momentum around the adoption of specific actions that advance DEI over time.”
Building the Social Justice Architecture for Impact Investing
By Millard Owens: “The proposed principles reflect therefore what I have heard directly from impact investors, and from themes emerging from more humane schools of economics and human development. In sum, they speak to establishing the appropriate role of capital in strong partnership with a well-functioning state and active citizenry.”
The Rockefeller Foundation Inclusive Economy Indicators - Framework & Indicator Recommendations 2016
In an effort to advance the conceptualization of inclusive economies, our team investigated methods for actually measuring inclusive economies along the five dimensions initially developed by The Rockefeller Foundation.
Analysing and Measuring Social Inclusion in a Global Context
From the UN Department of Economic and Social Affairs: The aim of this study is to demonstrate the analytical and operational relevance of the measurement of poverty and social exclusion, and to describe how such measures could be put in place.
How to Measure Inclusion in the Workplace
From Harvard Business Review: In an era where companies are paying more and more attention to diversity, equity, and inclusion (DEI), inclusion remains the most difficult metric to track. From new research, Gartner developed the Gartner Inclusion Index to measure what true inclusion looks like across an organization. The authors outline how to use the Gartner Inclusion Index to measure employee perceptions of inclusion, what effective action looks like from leaders, and common pitfalls to avoid.
SASB Standards Materiality Map
The SASB Materiality Map® is an interactive tool that identifies and compares disclosure topics across different industries and sectors.
Beyond Intention: Diversity, Equity, and Inclusion Require Action
How PNC integrated DEI factors into their practices.
Gender-based Analysis Plus (GBA+)
From the Government of Canada: GBA+ is an analytical process used to assess how different women, men and gender diverse people may experience policies, programmes and initiatives.
Sample Diversity and Representation Survey for Internal Staff
From Impact Assets: This sample survey was created by ImpactAssets for understanding the diversity and representation of their team, Investment Committee, and Board of Directors.
Impact Investing Due Diligence Guide
From the McConnell Family Foundation: An overview of the methodology behind the management of the Foundation’s impact investing portfolio, and particularly of how investment opportunities are currently assessed.
ESG Due Diligence Questionnaire for Private Equity Investors & their Portfolio Companies
From Invest Europe: ESG Due Diligence Questionnaire for Private Equity Investors and their Portfolio Companies
GIIN Guide for Impact Investment Fund Managers: A Step-By-Step Resources to Creating and Managing a Private Equity Impact Fund: Conducting Due Diligence
This guide gives an overview of the key elements of due diligence.
AIMA & Albourne Diversity and Inclusion Questionnaire
Questionnaire based on the Diversity and Inclusion section of the ILPA DDQ published in September 2018 and supplemented by input from Albourne and AIMA as well as institutional investors and fund managers.
Evaluating Diversity, Equity & Inclusion in Due Diligence
From Alliance Global Advisors: Questions General Partners should address when it comes to Diversity, Equity & Inclusion efforts within their organisations.
Due Diligence 2.0
Due Diligence 2.0 aim to catalyze movement of capital to BIPOC managers, the signatory asset owners, consultants, and financial intermediaries, on behalf of asset owners who value BIPOC manager inclusion, commit to making these specified shifts in their due diligence processes.