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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.

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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.

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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.

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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.

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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.

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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.

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Illinois State Treasurer's Office Standardized Due Diligence Questionnaire

Illinois State Treasurer's Office Sustainability/Equity/Diversity and Inclusion Standardized Due Diligence Questionnaire

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ILPA Standardized Due Diligence Questionnaire

ILPA Standardized Due Diligence Questionnaire for institutional investors.

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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.

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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.

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Diverse Asset Managers Initiative (DAMI) Fiduciary Guide to Investing with Diverse Asset Managers and Firms

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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.

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Illinois State Treasurer's Office Sustainability Investment Policy Statement

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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.

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Integrating Gender Diversity Criteria into an Investment Policy Statement

From Morgan Stanley: A roadmap for integrating investment with impact in an investment policy statement.

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KL Felicitas Investment Policy Statement

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van Ameringen Foundation Investment Policy Statement

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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.

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NorthLight Foundation Investment Policy Statement

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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.