Tools and Resources

Pledges, challenges, and toolkits to help capital deployers and leaders ensure equity and diversity are embedded in capital flows and organizations. 

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Featured
Participatory Investing Toolkit: A Playbook for Power-Shifting in Philanthropic Investment
General
Participatory Investing Toolkit: A Playbook for Power-Shifting in Philanthropic Investment
General

A tool to help funders explore what Participatory Investing could look like within their institution. (Common Future, WES Mariam Assefa Fund)

General
Applying a Gender Lens to Climate Investing: An Action Framework
Gender, Climate
Applying a Gender Lens to Climate Investing: An Action Framework
Gender, Climate

A framework to help financial institutions to embed gender considerations into their climate investment decisions. (2XGlobal)

Gender, Climate
Inclusive Gender and Climate Finance
Gender, Climate
Inclusive Gender and Climate Finance
Gender, Climate

Guide for investors to adopt an integrated investing approach in the intersections between climate action, gender and a justice, equity, diversity, and inclusion lens. (2XGlobal)

Gender, Climate
All Hands on Deck: Opportunities for Investment Management Firms to Advance Reconciliation
Indigenous
All Hands on Deck: Opportunities for Investment Management Firms to Advance Reconciliation
Indigenous

A framework of actions that investment managers can take to advance reconciliation and Indigenous rights recognition. (Reconciliation and Responsible Investment Initiative)

Indigenous
Advancing Reconciliation in Canada: A Guide for Investors
Indigenous
Advancing Reconciliation in Canada: A Guide for Investors
Indigenous

Tangible steps and case studies for investment organizations to consider their role in advancing reconciliation in Canada. (Reconciliation and Responsible Investment Initiative)

Indigenous
Investing for Today, Tomorrow, and Future Generations: A Guide for Indigenous Investors
Indigenous
Investing for Today, Tomorrow, and Future Generations: A Guide for Indigenous Investors
Indigenous

A guide for Indigenous investors to ensure that the assets entrusted to their care are invested in ways that support their communities today, tomorrow, and for future generations. (Reconciliation and Responsible Investment Initiative)

Indigenous
Applying an Intersectional Investment Lens Across Gender and Race
Gender, Race
Applying an Intersectional Investment Lens Across Gender and Race
Gender, Race

A guide on how investors might consider both gender and race in their investment analysis. (Glenmede)

Gender, Race
Investor Toolkit on Human Rights
General
Investor Toolkit on Human Rights
General

A guide for investors to use the UN Guiding Principles as a due diligence and risk assessment framework to assess human rights-related risks across their portfolios. (Institute for Human Rights and Business)

General
Investing the Rights Way: A Guide for Investors on Business and Human Rights
General
Investing the Rights Way: A Guide for Investors on Business and Human Rights
General

Practical guidance for institutional investors in applying the UN Guiding Principles throughout their risk management systems. (Investor Alliance for Human Rights)

General
Diversity Metrics Template
General
Diversity Metrics Template
General

A template to standardize the key areas of inquiry posed by investors and framework to monitor progress related to diversity, equity, and inclusion. (Institutional Limited Partner Association)

General
AIMA & Albourne Diversity and Inclusion Questionnaire
General
AIMA & Albourne Diversity and Inclusion Questionnaire
General

Based on the Diversity and Inclusion section of the ILPA DDQ published in September 2018. Supplemented by input from Albourne and AIMA as well as institutional investors and fund managers. (AIMA & Albourne)

General
Equity Due Diligence
General
Equity Due Diligence
General

A diligence tool assessing firms’ commitments tocreating an organizational culture that equally values and promotes diverse talent. (Stardust Equity)

General
Evaluating Diversity, Equity, and Inclusion in Due Diligence
General
Evaluating Diversity, Equity, and Inclusion in Due Diligence
General

Questions General Partners should address regarding diversity, equity and inclusion efforts within their organizations. (Alliance Global Advisors)

General
Due Diligence 2.0 Questionnaire
Race
Due Diligence 2.0 Questionnaire
Race

Questionnaires for a due diligence process that is inclusive of BIPOC managers. (Due Diligence 2.0)

Race
Due Diligence 2.0
Race
Due Diligence 2.0
Race

Pledge for updates to the due diligence process that are inclusive of BIPOC managers. (Due Diligence 2.0)

Race
Justice, Diversity, Equity, and Inclusion Investing Toolkit
General
Justice, Diversity, Equity, and Inclusion Investing Toolkit
General

The tools and resources to help allocators and investment influencers incorporate a gender lens, racial, and ethnic justice across the investment process. (GenderSmart)

General
Justice, Diversity, Equity, and Inclusion Investing Principles
General
Justice, Diversity, Equity, and Inclusion Investing Principles
General

A framework for considering, implementing, and improving investments with a justice, equity, diversity, and inclusion lens. (GenderSmart)

General
Startup Diversity and Inclusion Pledge
General
Startup Diversity and Inclusion Pledge
General

A pledge for startup founders or CEOs, or startup investors to build better companies and a more inclusive world. (Diversity Pledge)

General

Investing

Featured
A Guide to Investing in First-time Women and Diverse Fund Managers
General
A Guide to Investing in First-time Women and Diverse Fund Managers
General

A tool for asset allocators and advisors, and fund managers to invest in first-time women and diverse fund managers. (2XGlobal)

General
Questions LPs Can Ask for Due Diligence on Diversity and Inclusion in VC
General
Questions LPs Can Ask for Due Diligence on Diversity and Inclusion in VC
General

A list of questions which Limited Partners can use to ask GPs at venture funds questions during the due diligence process to better understand their approach to diversity and inclusion. (Diversity VC)

General
Diversity, Equity, and Inclusion Reporting Template
General
Diversity, Equity, and Inclusion Reporting Template
General

Two templates to help Canadian investors and entrepreneurs track key ESG and diversity, equity, and inclusion metrics at a firm, fund and portfolio company level.

General
Invest in Female Founders Pledge
Gender
Invest in Female Founders Pledge
Gender

For VC investors who want to help close the funding gap with more inclusive practices. (Cap Inclusive)

Gender
Closing the Gender Gap
Gender
Closing the Gender Gap
Gender

A guide for VC investors who want to help close the funding gap with more inclusive practices. (Cap Inclusive)

Gender
A More Inclusive Approach to Venture Capital
General
A More Inclusive Approach to Venture Capital
General

Action steps for venture capitalists, ecosystem builders, and philanthropies. (Aspen Institute)

General
2X Challenge
Gender
2X Challenge
Gender

A pledge for Development Finance Institutions and the broader private sector to increase investment in women worldwide. (2XGlobal)

Gender

Venture Capital

Private Equity

Featured
A Guide to Investing in First-time Women and Diverse Fund Managers
General
A Guide to Investing in First-time Women and Diverse Fund Managers
General

A tool for asset allocators and advisors, and fund managers to invest in first-time women and diverse fund managers. (2XGlobal)

General
Due Diligence Questionnaire
General
Due Diligence Questionnaire
General

Due diligence questionnaire for LPs, GPs, Placement Agents and other third parties. (Institutional Limited Partner Association)

General
Diversity in Action Initiative
General
Diversity in Action Initiative
General

For limited partners and general partners who share a commitment to advancing diversity, equity and inclusion in the private equity industry. (Institutional Limited Partner Association)

General
2X Challenge
Gender
2X Challenge
Gender

A pledge for Development Finance Institutions and the broader private sector to increase investment in women worldwide. (2XGlobal)

Gender

Philanthropy

Featured
Participatory Investing Toolkit: A Playbook for Power-Shifting in Philanthropic Investment
General
Participatory Investing Toolkit: A Playbook for Power-Shifting in Philanthropic Investment
General

A tool to help funders explore what Participatory Investing could look like within their institution. (Common Future, WES Mariam Assefa Fund)

General
Grantmaking with a Racial Justice Lens
Race
Grantmaking with a Racial Justice Lens
Race

Practical steps and solutions for advancing racial justice in grantmaking. (Philanthropic Initiative for Racial Equity)

Race
Diversity, Equity, and Inclusion Data Standard
General
Diversity, Equity, and Inclusion Data Standard
General

A shared framework (classification, language and approach) to categorize organizations led by or targeting and supporting diverse groups. (Funders Collaborative Hub)

General
Justice, Diversity, Equity, and Inclusion Investing Principles
General
Justice, Diversity, Equity, and Inclusion Investing Principles
General

A framework for considering, implementing, and improving investments with a justice, equity, diversity, and inclusion lens. (GenderSmart)

General
Funder Guidance and Case Studies for Disability-Inclusive Grantmaking
General
Funder Guidance and Case Studies for Disability-Inclusive Grantmaking
General

Principles, guidance program, and case studies for funders seeking to strengthen disability inclusion in their grantmaking. (Ford Foundation)

General
Funder Guidance for Engaging Grantees on Diversity, Equity, and Inclusion
Disability
Funder Guidance for Engaging Grantees on Diversity, Equity, and Inclusion
Disability

A guide for funders to address equity, diversity, and inclusion with grantees. (Ford Foundation)

Disability
Justice Funders Just Transition
General
Justice Funders Just Transition
General

Pathways for philanthropy’s just transition from extractive to regenerative approaches to philanthropy. (Justice Funders)

General
Climate Justice Funders Pledge
Race, Climate
Climate Justice Funders Pledge
Race, Climate

Call to action for top climate funders to commit to greater transparency and funding to BIPOC-led power-building groups. (Donors of Color Network)

Race, Climate
A More Inclusive Approach to Venture Capital
General
A More Inclusive Approach to Venture Capital
General

Action steps for venture capitalists, ecosystem builders, and philanthropies. (Aspen Institute)

General
Disability Inclusion Pledge
Disability
Disability Inclusion Pledge
Disability

A commitment to increased disability inclusion learning and to pursue disability inclusion actions within organizations. (Disability & Philanthropy Forum)

Disability

Government

Featured
HeforShe Initiative
Gender
HeforShe Initiative
Gender

An invitation for men and people of all genders to commit to solidarity with women and promote gender equality. (UN Women)

Gender
Pledge for Diversity/Inclusive America
Gender, Race, Disability
Pledge for Diversity/Inclusive America
Gender, Race, Disability

A call for government leaders to prioritise diversity, equity, and inclusion at all levels within their foundations to create a foundation more representative of their community. (Inclusive America)

Gender, Race, Disability
Featured
Startup Diversity and Inclusion Pledge
General
Startup Diversity and Inclusion Pledge
General

A pledge for startup founders or CEOs, or startup investors to build better companies and a more inclusive world. (Diversity Pledge)

General
CEO Action for Diversity & Inclusion
General
CEO Action for Diversity & Inclusion
General

A pledge bringing together over 2,400 CEO’s to commit to pushing progress on pressing issues facing our society. (PwC)

General

CEOs

Featured
Gender Diversity Playbook (STEM)
Gender
Gender Diversity Playbook (STEM)
Gender

Best practices and actionable steps to help leaders to build more diverse organisations.

Gender
Tech Diversity Pledge
General
Tech Diversity Pledge
General

Call to action for leaders to facilitate an internal culture fostering diversity, inclusion and well-being in technology workplaces. (TechDiversity)

General
99 Day Diversity Challenge
Gender
99 Day Diversity Challenge
Gender

99-day training program to improve retention and foster talent through designing a diverse and inclusive workplace. (Dr Saundarya Rajesh)

Gender
50/30 Challenge
General
50/30 Challenge
General

A Canadian public and private sector initiative to increase workplace representation and inclusion of equity-deserving groups. (Innovation, Science and Economic Development Canada)

General

Corporate

Featured
EDGE Certification
Gender, Intersectionality
EDGE Certification
Gender, Intersectionality

A certification measuring an organisation’s current status and the sustainability of its progress. (EDGE)

Gender, Intersectionality
Increasing Diversity in Innovation Pledge
General
Increasing Diversity in Innovation Pledge
General

A pledge to examine and explore the causes, and potential solutions to increase engagement in inventorship from underrepresented groups. (United States Intellectual Property Alliance)

General
Pledge for Inclusion
Disability
Pledge for Inclusion
Disability

For organizations and individuals who are committed to creating a world where people with special needs and developmental disabilities are fully included in all aspects of life. (AbilityPath)

Disability
Choir Pledge
Gender, Race, Disability
Choir Pledge
Gender, Race, Disability

A commitment to improving the representation and inclusion of equity-deserving speakers and attendees at conference events. (Choir)

Gender, Race, Disability

General