Principle 7: Iteration
Investing with a JEDI lens involves integrating feedback loops and committing to building a cohesive culture of reflection, accountability and action over the long term. This is in part about tracking progress, measuring against goals and considering shifts in power dynamics inside the organisation (and out).
Actions: Investment Process
Track and adjust the portfolio/approach with an iterative lens
Build continuous learning around what peers are doing, and assess how any insights might translate to the investment policy and process. This creates a space for everyone to acknowledge and celebrate progress, while identifying areas for improvement.
Actions: Organisation
Foster transparent and iterative systems
Ensure that JEDI is not siloed in hiring or other functional areas, but that it cuts through various levels of the organisation. For example, undertaking a pay audit that then feeds into the makeup of the investment team, or how the data is impacting mobility, retention, and hiring.
Resource
Mercer
Diversity, equity and inclusion in the workplace (multiple resources)