ILPA Standardized Due Diligence Questionnaire
ILPA Standardized Due Diligence Questionnaire for institutional investors.
The Questions LPs Can Ask for Due Diligence on Diversity and Inclusion in VC
From Diversity VC: A list of questions which Limited Partners can use to ask GPs at venture funds during the due diligence process to better understand their approach to diversity and inclusion. The first set of questions is taken from the ILPA guidance, the second has been compiled by Diversity VC in discussions with GPs and LPs in Europe and the US.
Policy, Structure and Process
PRI's guide provides a quick summary of how an investor can develop and implement a responsible investment policy and related processes. It covers how to embed responsible investment into an organisation’s structure and processes – starting with the investment policy.
Two Lenses, One Vision: Investing for LGBTQI and Gender Equity
This report from Cornerstone Capital Group makes the case for this thematic fusion, discussing how investors and asset managers can consider LGBTQI alongside gender equity in their investment analysis, and highlights existing investment strategies that reflect this approach.
Illinois State Treasurer's Office Sustainability Investment Policy Statement
Illinois State Treasurer's Office Sustainability Investment Policy Statement
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.
Integrating Gender Diversity Criteria into an Investment Policy Statement
From Morgan Stanley: A roadmap for integrating investment with impact in an investment policy statement.
van Ameringen Foundation Investment Policy Statement
van Ameringen Foundation Investment Policy Statement
Investor Statement of Solidarity to Address Systemic Racism and Call to Action
From Racial Justice Investing: Long-term investors' and financial service providers' commitment to action and accountability to achieve racial equity.
NorthLight Foundation Investment Policy Statement
NorthLight Foundation Investment Policy Statement
Canadian Investor Statement on Diversity & Inclusion
From Responsible Investment Association Canada: Signatory investors encourage Canadian public companies to lead in global efforts to address systemic inequities by advancing diversity and inclusion efforts and enhancing transparency and accountability, as well as challenge their own institutions to advance diversity and inclusion of underrepresented individuals within their organisations.
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.
Adasina Social Justice Investment Criteria
The data-driven set of standards that guides Adasina's investment strategies to reflect social justice values and advance progressive movements for change.
How Can Investors Help Confront Racial Injustice?
This impact brief from Zevin Asset Management is an update of their original call to action and a review of their continuing work to build an awareness of racial justice into investment — both as an analytical lens and an economic reality. Doing so helps to protect the value of their portfolios and channel their clients’ voices to help create positive change.
Rockefeller Brothers Fund Investment Policy Statement
Rockefeller Brothers Fund Investment Policy Statement
The Role of Investment Managers in Promoting Diversity and Inclusion
Short document from the Investment Association summarising recent industry work in a number of proactive initiatives to further advance diversity and inclusion in all its forms.
The Just Imperative - MacArthur Foundation
Mission statement: The Just Imperative requires that we interrogate our decisions and actions to ensure that they enhance the conditions in which justice can thrive; rejecting and challenging the structures, systems, and practices that reinforce an unjust status quo, or produce unjust outcomes.