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.
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Consortium for Stronger LGBT+ Communities - Outcomes Resources for LGBT+ Organisations
Resources for LGBT+ organisations wanting to learn more Outcomes-based thinking.
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.