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.
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.
SASB Standards Materiality Map
The SASB Materiality Map® is an interactive tool that identifies and compares disclosure topics across different industries and sectors.
The REAL: Equity Assessment Framework
Adapted from Advancing the Mission Toolkit, Annie E. Casey Foundation, this learning continuum for race focused work summarising different places an organisation my amove to or land wiht regard to race/ethnicity focused work.
Adasina Social Justice Investment Framework
Together with communities most impacted by racial, gender, economic, and climate inequities, Adasina provides a range of impact solutions for individuals, institutions, and financial advisors with social justice values.
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.
Meyer's DEI Spectrum Tool
The Diversity, Equity and Inclusion (DEI) Spectrum Tool was created to help organizations assess where they are on their DEI journey and to identify potential areas for future work. It is also intended to provide shared language to help Meyer staff and nonprofits talk together about what DEI currently looks like in an applicant's organization and opportunities for growth.
Anti-Racist Organisational Assessment Rubric
From the National Juvenile Justice Network, this rubric supports those organisations committed to engaging in self-analyses to reflect on how their organisation can better undo the systemic racism in society.
GIIN Navigating Impact Project Racial Equity Theme and Framework
The Navigating Impact Project is where the GIIN, together with experts in different investment themes, identify best practices, research, and recommended metrics for each investment theme. The Strategic Goal of Racial Equity includes a research-based overview of the problem and how investments can work toward solutions, an evidence map, a starter kit of metrics that are shown to indicate progress toward that strategic goal, and curated resources that can help practitioners measure and manage their impact most effectively.
SEAF’s Gender Equality Scorecard©
SEAF uses its Gender Equality Scorecard© to assess women’s economic empowerment and gender equality within investment opportunities and portfolio companies. As a foundational gender lens investing framework, a JEDI lens can be layered on top.
IRIS+ and 2X Challenge Gender Lens Indicators
The GIIN and CDC (acting on behalf of the Gender Finance Collaborative), and the 2X Challenge teams worked collectively to align the 2X Challenge indicators to IRIS metrics. The resulting IRIS+ system is a foundational gender lens investing framework, which a JEDI lens can be layered upon.
The Women’s Empowerment Principles Gender Gap Analysis Tool
What is your company doing to advance gender equality? Identify strengths and areas where further action can be taken with WEP’s tool, a foundational gender lens investing framework upon which to layer on a JEDI lens.
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.
A Guide to Investing in First-Time Women and Diverse Fund Managers
This guide from GenderSmart is a tool to help asset allocators and advisors - as well as fund managers - be inspired by the investors leading the way, understand the structural solutions to backing more of these funds and structured vehicles, find deal flow, and understand how to diligence and move capital into these innovative managers. While the guide focuses largely on gender, a JEDI lens can be easily integrated.
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.
Investing in Women for the Future of Southeast Asia
Sweef Capital’s Gender ROI™ is an example of a gender-focused frameworks where a JEDI lens can be integrated. Capital can empower the voices of equality and enable women to realise their potential as leaders of economic and social development and agents of change in their communities. The disruption ahead is a major shift in recognising the power of women taking charge of their futures, which will unlock significant new value.
The GIIN Racial Equity Theme
GIIN's IRIS+ Racial Equity theme consists of three Strategic Goals:
Shifting Power by Addressing Racial Bias and Ensuring Equitable Representation and Decision-Making;
Shifting the Perception of Risk through Equitable Deal Sourcing, Due Diligence, and Terms;
Increasing Inclusive Capital to Create Equitable Outcomes for Communities of Color (Justice)
These goals have been designed to apply to the full spectrum of investors, and support the intentional integration of racial equity awareness and action in their investment strategies, portfolio decisions, and evaluation of their return on investment.
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