Investing for Today, Tomorrow, and Future Generations: A Guide for Indigenous Investors
The purpose of this guide is to help Indigenous institutional investors identify steps that they can take to ensure that the assets entrusted to their care are invested in ways that support their communities today, tomorrow, and for future generations.
Decolonizing Diversity, Equity, and Inclusion: …Means Naming White Supremacy Culture
Traverses the role of organisational culture and shifts needed to dismantle patriarchal and white supremacist culture and organisational behaviours.
Intersectionality in Organizations: Why ‘Bringing Your Whole Self to Work’ is Not Sufficient
Today’s context, a historical understanding, and examples from the real world all have a role to play in understanding how to meaningfully prioritize people with multiple identities.
Racial Justice Resources
This resource page, compiled with input from US SIF’s Racial Justice Task Force, provides information on investing to advance racial justice, organizations working on racial justice and resources on embedding racial equity in the workplace.
An Investors' Guide to Investing for Racial Equity
8 simple steps from NIA Impact Capital to incorporate a racial justice lens when making investment decisions. Also simple ways to consider a commitment to racial equity within the Investor Policy Statement.
Morgan Stanley’s Racial Equity Toolkit
This guide from Morgan Stanley seeks to provide an actionable framework for investors to understand the risks and financial impact associated with perpetuating racial inequality, and to identify ways to allocate capital toward opportunities to promote racial justice.
Equality Impact Investing Toolkit
This guide is meant to help users understand equality impact investing (EII), by explaining the definition, key premises and principles.
Equileap Gender Equality Scorecard
The Equileap Gender Equality Scorecard is an example of a gender-focused frameworks where a JEDI lens can be integrated. For each gender criterion, one or several metrics have been identified to evaluate it. Last, a score and weighting has been allocated to each criterion to reflect that some issues may be more important for furthering gender equality than others.
Fund Manager’s guide to gender-smart investing
Part of the CDC’s Gender Toolkit, this is an example of a gender-focused framework where a JEDI lens can be integrated.
Addressing Capital’s Effects on Racial Justice: How Investments Drive Injustice and What Investors Can Do About It
Also focused on impact, social inclusion and justice, this Transform Finance research outlines indicators around : i) job access and quality, ii) availability of funds for an emergency, iii) health outcomes, iv) access to good and affordable education, degree of career growth and many others
An ESG key to racial justice
A research brief from Truvalue Labs exploring how ESG gives investors and stakeholders a map for company engagement built on a consistent, evidence-based approach.
The 2020 Belonging Pledge – A Commitment to Advance Racial Equity
“We commit to discussing racial equity at our next investment committee meeting. We will move our agenda forward on this. We will share our next steps and results (perhaps privately), so that we can help to identify industry-wide barriers and the technical resources required to advance the practice of investing with a racial equity lens.” -Confluence Philanthropy
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.
Investor Toolkit on Human Rights
McConnell Family Foundation’s overview of the methodology behind the management of the Foundation’s impact investing portfolio, and particularly of how investment opportunities are currently assessed.
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.
Guiding the Equality Fund's Investment Strategy Part 2 (From Playbook: Investing in Gender Equality)
Forming bridges amongst feminist activists and economists and allies with gender-lens investment expertise, part of a six-part blog series that explores why and how an investment program is an essential part of the Equality Fund’s work to shift power to women, youth, girls, and non-binary people around the world. Through the lens of six “P”s (Purpose, People and Partners, Perspectives, Process, Philosophy and Products), the Equality Fund shares their approach to gender-lens investing and illuminate the values, strategy, and structure that guide it.
Racial Equity Investing: The Time Is Now
This report from Cambridge Associates discusses the renewed sense of urgency around racial equity investing and puts forward three actions investors can take to address the inequities inherent in our society.
Investing in Racial Equity: A Primer for College & University Endowments
From The Intentional Endowments Network: This Primer is intended to be a catalyst for conversation and action on racial equity for fiduciaries of university endowments who are looking to learn more about the current state of racial inequity in the U.S. as it relates to the long-term sustainability of the economy; the unique, under appreciated opportunity available to college and university endowments in racial equity investing; and the variety of tools, products, partners and best practices available. University fiduciaries can begin to address racial equity in their roles by taking the actions outlined in this Primer.
Rockefeller Brothers Fund Investment Policy Statement
Rockefeller Brothers Fund Investment Policy Statement