EII RESOURCES FROM THE FIELD
As a collaborative endeavour that seeks to build the field of equality impact investing, EIIP gathers resources that demonstrate or support social impact investing putting equality impact principles and strategies into practice. These resources are made available for the benefit of the entire community, to catalyse and advance knowledge and action for equality impact.
You are welcome to submit resources for the EIIP Knowledge Hub through this form. These can include resources developed through by your own organization or any other resources that you would like to see featured and made available to the EII community.
DO YOU WANT TO SUBMIT A RESOURCE?
Resources can be examples of funds, practices, processes, research or data. Formats can include web links, case studies, reports, research articles, policy documents, application forms, communications strategies or assessment criteria.
Equality Trust - Recognising Structural Inequalities
To eradicate structural inequality we must become comfortable in naming and describing it. This short read will help you to recognise structural inequality, some causes and effects, and principles to mitigate impacts.
Social Tech Trust - Equality Transformative Tool
This interactive Equality Transformative Tool can be integrated into impact investors’ due diligence and portfolio management processes to identify ventures that remove barriers for the most marginalised and underserved people in society, supporting alignment with one of five EII strategies.
Justice Funders - Just Transition Integrated Capital Fund Investment Policy Statement
The Investment Policy Statement for Justice Funders' Just Transition Integrated Capital Fund serves as an open-source learning tool for democratically controlled investment funds and philanthropic institutions.
The Key Fund - Social Impact Report 2022/23
This Key Fund report draws on case studies and figures to illustrate how the fund has provided support to over 378,000 individuals.
Impact Investing Institute - Fostering Impact: An Investor Guide for Engaging Communities in Place-based Impact Investing
This III guide empowers investors to identify and pursue community engagement opportunities within a place-based impact investment approach.
The Investment Integration Project - Introduction to Racial Inequity as a System Risk
This report from The Investment Integration Project outlines how the financial industry can manage the systemic risk of racial inequity and promote the equitable distribution of resources, power, and economic opportunity across all races and ethnicities in the US.
Criterion Institute - Introducing standards of practice for gender lens investing
Criterion's Standards of Practice aim to make the negative and usually hidden impacts of power, privilege and bias visible within investment practices, and provide concrete steps to address them.
Criterion Institute - Community-Centered Blended Finance: Towards a Transformative Approach
This report from Criterion Institute examines ways that blended finance is currently being deployed to address unequal dynamics of power and promote flourishing communities, and offer some new perspectives and alternative approaches to using this tool.
Institute for Fiscal Studies Deaton Review - Evidence Volume on UK inequalities
Led by Professor Sir Angus Deaton, Nobel Laureate, and the Institute for Fiscal Studies, the Deaton Review is the most ambitious study of its kind to examine a range of inequalities in the UK and the forces driving them.
Common Future - Participatory Investing Toolkit
This tool from Common Future aims to help funders explore what Participatory Investing could look like within their institution.
Justice Funders - Just Transition Investment Framework: Shifting Capital and Power to Build the Regenerative Economy
This framework from Justice Funders offers a strategy for how philanthropies can shift capital and power to frontline BIPOC communities who are building local regenerative economies.
Just Futures - Building a social justice investment chain
This landscape scan from Just Futures explores the growing field of social justice investing.
Center for Economic Democracy - Social Movement Investing: A guide to capital strategies for community power
This Center for Economic Democracy paper is about the promise and the practice of investing capital in coordinated alignment with social movements to amplify, augment and strengthen community power building.
UNDP - From Fragmentation to Integration: Embedding Social Issues in Sustainable Finance
This paper aims to generate momentum within the financial system to tackle inequality and improve a common understanding of the social impacts of a market-based economy.
Equality Fund - An Introduction to the Equality Fund’s Intersectional Investment Guidelines
The Equality Fund’s Intersectional Investment Guidelines aim to ensure investments are rooted in the pursuit of systems change, when used alongside its Gender-Lens Investing Criteria.
Sumerian Foundation - From Challenges to solutions: Impact Assessment Report
ClearView Research’s in-depth study in partnership with the Sumerian Foundation explored challenges faced by social enterprises led by individuals from underserved backgrounds and uncovered ways to empower them.
Diversity Forum - Manifesto 2.0
Manifesto 2.0 is a bold new way to address equity, equality, diversity and inclusion in the social investment sector.
GenderSmart - Justice, equity, diversity and inclusion (JEDI) investing
The tools and resources on this site have been developed to help allocators and investment influencers incorporate a gender lens alongside racial and ethnic justice* across the investment process.
Equally Ours - Levelling Up: Firm foundations
This report presents an evidence base and a narrative for ‘levelling up’ from an equality and human rights perspective, with recommendations to improve opportunity and outcomes for everyone, where no-one is left behind.
Social Tech Trust - Listening to Founders: Designing approaches for investing in social tech
Shares insights from 23 Social Tech ventures exploring the current funding landscape for Social Impact initiatives and what can be done to help ventures scale their impact.
Big Society Capital - EDI Plan
BSC's EDI plan rests on three focus areas - People and Culture, Engagement and Market Building and Investment and Portfolio.
Social Investment Business - Minoritised ethnic community and social enterprises
Social Investment Business, Access and Power to Change review of how the three organisations are currently performing in serving the needs of minoritised ethnic communities.
Social Economy Data Lab - Diversity DAshboard
The Diversity Dashboard reflects the data from seven funds and programmes over the last 2 years: totalling 5,189 applicants with 1,404 approved, and contains key organisational information on 4,737 unique social sector organisations.
Impact Investing Institute - Estimating and Describing the UK Impact Investing Market
As well as producing an estimate of UK market size for the first time, the report analyses the key attributes and actors within the market today, the levers and drivers that can support its growth and the trends that are likely to dominate it in the future.
Principles for Responsible Investment (PRI) - Diversity, Equity & Inclusion: Key Action Areas for Investors
This paper outlines how and why investors can contribute to equity for all and provides the case for integrating DEI into investment and ownership decisions.
Principles for Responsible Investment (PRI) - Why and How Investors Should Act on Human Rights
With regulation on human rights due diligence already implemented in some jurisdictions, more measures in the pipeline and policy making converging around the UNGPs and OECD standards, investors can future-proof their approach to ESG issues by implementing these frameworks now.
Croatan Institute - Capital at a Crossroads: Accelerating Racial Equity Investment across Asset Classes
This paper offers a synopsis of the evolution from community development and ESG investing to the emergence of investing explicitly with a racial equity lens.
Ten Years' Time - Racial Justice and Social Transformation: How Funders Can Act
For all those interested in advancing racial justice in the UK, this report seeks to inject ambition into the British funding landscape and create a clear roadmap for action.
Thomson Reuters Foundation - Amplifying the ‘S’ in ESG: Investor Myth Buster
ESG investing is plagued by many challenges and misperceptions about why social issues – such as a company’s labour practices or community relations – matter and how or whether they can be integrated into investment analysis.
Social Enterprise UK - Reclaiming the Future: Reforming Social Investment for the Next Decade
The Commission on Social Investment was an independent group set up by Lord Victor Adebowale CBE to investigate the current state of the social investment market and how the market could better enable the growth of social enterprises.
B Lab Global - SDG Insights Report
B Lab Global’s Insights team has created a report that leverages the thousands of users (and data points) of the SDG Action Manager to conduct a comprehensive analysis of where companies are prioritizing actions on the SDGs, how they are performing, and what they are looking to improve upon.
The Investment Integration Project (TIIP) - Systemic Stewardship: Investing to Address Income Inequality
To support investors in confronting and managing the systemic risk of income inequality, TIIP offers a six-step process for investors to tackle systemic issues, such as income inequality.
Oxfam - A Feminist Approach to the Multidimensional Inequality Framework
This guide has been designed thinking of any research or practitioners’ team interested in piloting the MIF with a feminist perspective, both when framing and implementing the research process but also when conducting the analysis itself.
Association for Women in Development (AWID) - Moving More Money to the Drivers of Change: How Bilateral and Multilateral Funders Can Resource Feminist Movements
This report contains key practice-based insights on how funding modalities can succeed in providing sustained and direct resources to feminist movements.
Criterion Institute - Disrupting Fields: Addressing Power Dynamics in the Fields of Climate Finance and Gender Lens Investing
The thesis of this paper is that the awareness of power dynamics will lead to a more intentional design of field building efforts within gender lens investing and climate finance.
Big Issue Invest - Diversity, equality & inclusion measurement tool
The DEI Tool is designed to support organisations to measure their diversity characteristics internally and within the different groups that use their services.
DEI Data Group - DEI Data Standard
The DEI Data Group is an independent working group convened by Fozia Irfan and Josh Cockroft, and includes a range of foundations and funders from across the United Kingdom.
Engineers Without Borders Canada - A Transformative Evaluation Toolkit for the Impact Investing Sector
This toolkit is designed to help entrepreneurs, investors, consultants, evaluators or other practitioners deepen their social impact measurement and management process in the impact investing sector.
Buen Vivir Fund - Linking Participation and Economic Advancement
The Buen Vivir Fund seeks to promote financial models and practices that support communities’ holistic wellbeing, as opposed to focusing solely on maximizing individuals’ capital accumulation.
SheEO - Values and Practices
The SheEO model brings together women from all different backgrounds + ages, called Activators who contribute to a Perpetual Fund that is loaned out at zero percent interest to women-led Ventures who are working on the World’s To-Do List, who are selected by the Activators.
Social Investment Business - methodology
Social Investment Business’ data-led decision-making process has led to greater objectivity.
Village Capital - Flipping the Power Dynamics: Can entrepreneurs make successful investment decisions?
Peer-Selected Investment is a collaborative due-diligence model that takes a bottom-up approach to investing in early-stage startups.
Due Diligence 2.0 Commitment - BIPOC
Nine considerations to help shift and allocate more capital to BIPOC (black and Indigenous people of colour) managers.
Criterion Institute -How to Upgrade your Due Diligence with a Gender Lens (3.0)
A framework based on Values, Relationships and Processes for gender lens due diligence.
Equality and Human Rights Commission - Human rights due diligence: questions for boards to ask of their executive teams
Board members may find these questions useful to guide discussions with senior management about the company’s salient human rights issues.
Diversity VC - tools and practices
Provides VCs with the tools and practices to open their networks and make funding available to underrepresented founders, as well as the resources needed to cultivate an environment where founders and colleagues from all backgrounds feel they belong in the industry and the ecosystem.
Equileap - gender equality benchmark data
Equileap provides gender equality benchmark data built on over 3,000 companies across 19 data points to support investors to build gender lens financial products, from fair pay and recruitment to supply chain management.
The Social Investment Consultancy - USERS: Putting Users’ Voices at the Heart of Evaluation
USERS methodology by The Social Investment Consultancy on inclusive monitoring, evaluation and learning.
National Lottery Community Fund - Learnings from National Lottery Community Fund on people with lived experience by sectors
Learnings from National Lottery Community Fund on people with lived experience by sectors.
LSE Case & Oxfam - Data resources for multidimensional inequality
List of data resources that can be looked at in addition to any national or regional sources on inequality.
Department for Digital, Culture, Media & Sport (UKJ) - Equality data (UK)
This series brings together all documents relating to Equality data in the UK.
European Union Agency for Fundamental Rights - Compendium of practices for equality data collection
The Compendium of Practices on Equality Data covers practices on different discrimination grounds and areas of life in which discrimination, inequality and exclusion can occur.
LSE Case & Oxfam - Multi-dimensional Inequality Framework
Developed by Oxfam and LSE’s Centre for the Analysis of Social Exclusion, this framework can be used to understand the drivers of inequality and root causes across seven key aspects of life, referencing goals such as the SDGs.
Equality and Human Rights Commission - Equality and Human Rights Measurement Framework
Used by the UK’s Equality and Human Rights Commission (EHRC; the UK’s statutory equality and human rights body) as a basis for monitoring and reporting on the UK’s adherence to, and progress on, domestic and international equality and international human rights legal standards.
Extend Ventures - Diversity Beyond Gender
This report analyses the extent of the UK funding gap to understand if bias beyond gender exists in the UK venture capital market and what opportunities lie ahead to make access to innovation and entrepreneurship more equitable.
Transform Finance - Grassroots Community Engaged Investment
What would investment in communities look like if those very communities were part of the process?
Greater Manchester Centre for Voluntary Organisations - Connecting BME Entrepreneurs to social investment
The aim of the project – delivered by GMCVO, GM BME network and Flourish CIC and supported by the Connect Fund – was to better understand the barriers facing Greater Manchester (GM) Black and Minority Ethnic (BME) communities to access social investment and what support would be needed to make social enterprise infrastructure more inclusive to BME social enterprise.
Disability Rights UK - Disabled People’s Organisations and Social Investment
Supported by the Connect Fund, Disability Rights UK (DR UK) is working in partnership with Traverse (formerly known as the OPM Group) to conduct a project aimed at helping Disabled People’s Organisations (DPOs) better understand and engage with social investment.
Resource Generation - Transformative Investment Principles
We ask, specifically as young people with access to wealth, how can we mobilize resources as effectively as possible in service to movements?
UNDP SDG Impact - SDG Impact Standards for Private Equality Funds
The SDG Impact Standards are a set of practices that organizations can apply to help build a more sustainable, inclusive and resilient world.
The Young Foundation - the sky’s the limit
Report on what is genders lens investing, how it generates financial return and advances gender equality and what needs to happen to build the field in the UK.
Criterion Institute - Disrupting Fields: Addressing power dynamics in the fields of climate finance and gender lens investing
The framework outlined in this paper is intended to facilitate analysis of power in context and to increase the willingness of field builders (and those who support them) to disrupt systems of power more boldly in order to advance goals of justice and equity.
GenderSmart - GenderSmart Guide to Investing in First-Time Women and Diverse Fund Managers
We believe the private equity and venture capital fields can’t reach their full potential when the participation of women and diverse first-time fund managers is limited.
Refugee Investment Network - Paradigm Shift: How investment can unlock the potential of refugees
The Refugee Investment Network's flagship report offers impact investors, grant-makers, and development finance professionals with the first overview on how to invest in and with forcibly displaced people.
University of Colorado Media Enterprise Design Lab - Exit to Community: A Community Primer
Exit to Community (E2C) is an effort to develop alternatives to the standard model of the startup "exit."
The Democracy Collaborative, Open Society Foundations, Soros Fund Management - Guidelines for Equitable Employee Ownership Transitions
How investors, founders, and employees can share in the value created by broadly held enterprise ownership.
Enclude/Palladium Group - Systems Change: An Emerging Practice in Impact Investing
Impact investors are increasingly engaging in 'systems practice' to better understand the underlying causes to social and environmental problems and to identify high leverage solutions to advance positive systems change.
Pre-distribution Initiative - ESG 2.0: Measuring & Managing Investor Risks Beyond the Enterprise-level
Multi-stakeholder effort includes an invitation and a call to action for institutional investors to address the systemic and systematic risks in how they approach asset class allocation and the misaligned incentives of investment structures.
Calvert Impact Capital - Gender Len Investing: Legal Perspectives
The report explores how investors incorporate gender considerations into the legal documentation and terms of their debt financing, summarizing the results of a survey of 20 investors.
Bridgespan - Back to the Frontier: Investing that Puts Impact First
Impact investing has boomed over the past decade, driven by the ethos that financial performance goes hand-in-hand with social and environmental impact.
Ariadne - Gender Lens Investing
Podcast series on the role Gender Lens Investing plays in the growing field of ethical impact investing.
Big Society Capital - Diversity Practices in the Social Investment Sector
Examples of the equality, diversity and inclusion practices of fund managers in our portfolio and wider sector.
The Young Foundation - Nothing about us without us
The purpose of this report is to highlight the variety of social enterprises and inclusive businesses operating across Africa, Caribbean and Pacific (ACP) countries, and to explore the barriers they face in accessing finance.
Big Society Capital / Good Finance - outcomes matrix
The Outcomes Matrix is an interactive tool that provides a useful starting point for you to consider the social impact that you are trying to deliver and how you will measure it.
Investment Climate Reform Faculty - Social Enterprise and Inclusive Business in ACP Countries
The purpose of this report is to highlight the variety of social enterprises and inclusive businesses operating across Africa, Caribbean and Pacific (ACP) countries, and to explore the barriers they face in accessing finance.
Unltd - Making Inclusion a Reality
When UnLtd and our partners launched the Social Enterprise Support Fund (SESF) in July 2020, the UK and the world was going through a social awakening.
Black South West Network - Engaging the BAME social enterprise sector in social investment
This report hopes to increase awareness and knowledge of the availability, benefits and potential pitfalls of social investment reported by the Black, Asian & Minority Ethnic (BAME) social enterprise sector in the south west region of the UK.
Diversity Forum - Inclusive Impact: the state of diversity in the social impact sector
The report offers a comprehensive review of diversity in the UK social impact sector.
Lincolnshire Community Foundation/Sortified - On An Equal Footing
On An Equal Footing is a project that is designed to support more women, and women-led community organisations across the East Midlands to access Social Investment opportunities.
Consortium for Stronger LGBT+ Communities - Outcomes Resources for LGBT+ Organisations
Resources for LGBT+ organisations wanting to learn more Outcomes-based thinking.
Impact Investing Institute - Gender Lens Post Pandemic
Laurie Spengler discusses how global shocks, like the current coronavirus pandemic, unveil vulnerabilities of disadvantaged groups, but also expose great existing resilience in communities.
Impact Investing Institute - Gender Lens
A pathway to action for gender lens investing: In conversation with Laurie Spengler.
Impact Investing Institute - Impact Investing
III’s open-source Learning Hub helps individuals and organisations to build their knowledge and skills about impact investing so that they can integrate it into their work and investment decisions.
Social Investment Forum - Proposals for Levelling Up Our Communities
This paper responds to the recent Danny Kruger MP report – Levelling up our communities: proposals for a new social covenant.