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
Inclusive Economy Indicators: Framework & Indicator Recommendations
Grounded in social impact, this Rockefeller research defines inclusive economies as those that “expand opportunities for more broadly shared prosperity, especially for those facing the greatest barriers to advancing their well-being”. It identifies five critical characteristics: equitable, participatory, growing, sustainable, and stable. Indicators include:
Education sector: Percentage of students with higher educational attainment than their parents (disaggregated by gender, race)
Equitable wealth: Ratio of income/consumption of highest to lowest quintile, highlighting the extent of inequality between income classes (disaggregated by gender, race)
Percentage of informal workers
Financial Services Skills Commission’s Inclusion Measurement Guide
This inclusion measurement guide is split across 4 levels based on the maturity of the inclusion measurement already in place in organisations. There are three types of measurement tools included in the guide: questions to be included in engagement surveys or inclusion surveys to measure inclusion; examples of data tracking which can be built into existing structures; and free text questions which can be included alongside any of the questions.
Measurement Framework for Equality and Human Rights
This measurement framework from the UK Equality and Human Rights Commission uses five different components of evidence collection and analysis – protected characteristics; socio-economic group; geographical analysis; people at higher risk of harm, abuse, discrimination or disadvantage; and intersectionality - over six domains (Education, Work, Living standards, Health, Justice and personal security, and Participation).
An ESG key to racial justice
A research brief from Truvalue Labs exploring how ESG gives investors and stakeholders a map for company engagement built on a consistent, evidence-based approach.
A New Approach to Investing in Public Stocks through a Racial Equity Lens
This article lays out the challenges investing public stocks through a racial equity lens, as well as discusses the work Intentional Endowments are doing to address them.
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.
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.