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
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.”
Power, knowledge and courage: our experience with feminist evaluation
How Kore Global put three (out of many) feminist evaluation principles into practice in this evaluation: power sharing, multiple ways of knowing, and speaking truth to power.
Community-Driven Systems Change
Community-driven systems change is an approach to development and social transformation that emphasizes the insight, leadership, and ownership of the people who are living and experiencing issues at the community level, and their work to create lasting change in the systems and root causes that underlie the critical issues they seek to address.
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.
FSG, PolicyLink, and JUST Capital Launch Corporate Racial Equity Alliance and Release 2021 CEO Blueprint for Racial Equity
2021 CEO Blueprint for Racial Equity—a robust guide designed to help corporate leaders navigate the challenges of racial equity work and tackle systemic racism in all three domains of corporate influence: the workplace, communities, and society.
Learning to Measure Gender Impacts to better Value Gender-Focused investments
Expanded Global Innovation Fund’s impact forecasting Practical Impact methodology to incorporate gender equality outcomes.
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.
How to Upgrade your Due Diligence with a Gender Lens (3.0)
This piece is a response to those who are asking how. They want to incorporate a gender lens into their investment processes, but want to know where to start, how to be methodical and get the most they can out of this approach. This piece will focus on direct investments, and lay out a framework based on Values, Relationships, and Processes that can be applied for upgrading due diligence with a gender lens.
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.
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
Impact Management Project (IMP) Glossary
A comprehensive impact management glossary with hundreds of terms and counting. When it comes to managing impact, many terms mean different things to different people, or different words are often used to mean the same thing. This glossary attempts to clarify the similarities and differences in language usage among a number of impact-focused disciplines that often interact.
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.
Investing the Rights Way: A Guide for Investors on Business and Human Rights
An overview of key business and human rights developments relevant to investors, with a detailed explanation of the UN Guiding Principles on Business & Human Rights, including an explanation of their relevance to investors and suggested questions to companies; an overview of other relevant standards, guidelines and tools that complement and reinforce the UN Guiding Principles, organised by group, context and sector; and an overview of corporate accountability and reporting with regard to business and human rights, focusing on issues of relevance to investors.
Stardust Equity Due Diligence
A diligence tool assessing firms’ commitments to combating the unconscious biases that prevent women and BIPOC from achieving their full potential and creating an organizational culture that equally values and promotes diverse talent.
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.