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.
Increasing Inclusive Capital to Create Equitable Outcomes for Communities of Color
This resource includes an overview of the approach for achieving this Strategic Goal, supporting evidence, core metrics that help measure performance toward goals, and a curated list of resources to support collecting, reporting on, and using data for decision-making.
Beyond Intention: Diversity, Equity, and Inclusion Require Action
How PNC integrated DEI factors into their practices.
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
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.
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.
Adasina Social Capital Installment 6: Dismantling Systemic Barriers for Black Asset Managers
Part of a series of articles, in this installment, Rachel J. Robasciotti, Founder and CEO of Adasina Social Capital identifies systemic problems in due diligence process and proposes solutions.
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.
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.
Asking the Right Questions to Guide Investments in Closing Racial Wealth Gaps
To determine which investments they make, Living Cities starts by asking themselves a series of questions whenever they evaluate a new transaction.
Illinois State Treasurer's Office Standardized Due Diligence Questionnaire
Illinois State Treasurer's Office Sustainability/Equity/Diversity and Inclusion Standardized Due Diligence Questionnaire