
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.
Rebalancing the scales: Aiming at equity in social investment contracting
This report shares insights from the Growth Impact Fund, which was launched in 2022 to actively address inequality by increasing access to finance. It highlights expected and unexpected barriers the fund has faced, such as challenges within the legal process during contracting and negotiation stage of deals, and the steps taken to address them.
Unlocking the Potential of Community-based Finance
This report from Impact Investing Institute by Connected Places Catapult examines the diverse ecosystem of community-based finance in the UK, mapping the key actors, mechanisms, and success stories that demonstrate its potential.
Socioeconomic Diversity in Social Investment
This report from SEUK and LSE uses elite education as a proxy to investigate aspects of diversity not yet well analysed in the social investment sector: socio-economic inclusion, and the role of power and privilege among those who work for social investors. While many social investors are taking steps to address imbalances in terms of diversity, it is important that the role of socio-economic advantage is incorporated into this work, so that investment can be better directed to people and communities that have been historically disenfranchised.
Adebowale Commission Three Years On - A report card
This 'Report Card' from Social Enterprise UK reviews the extent to which the social investment market has been reformed following the recommendations of the 2022 Adebowale Commission on Social Investment. The Commission found structural issues included the de-prioritisation of social enterprises and regional disparities in access to finance.
Philanthropy and Equality: A framework for Sharing Power and Addressing Inequalities
The Equality Framework highlights how inequality is deeply connected to power structures, climate justice, democratic practice, and how it is deeply entangled with philanthropy’s history, funding models, operating practices and legitimacy.
Action guide for advancing Community Wealth Building in the United States
This action guide is for those seeking to pursue and advance a Community Wealth Building approach in their locality, including economic development practitioners, community activists and organizations, anchor institutions, local government agencies and leaders, and other interested stakeholders.
Connect Fund Learning and Evaluation Report
This report on the impact, learning and legacy of the £6.3 million Connect Fund found its impact was strongest on open, fair and transparent access; and far greater understanding and action on barriers faced by organisations led by under-represented groups and investment flowing particularly to organisations led by under-represented groups.
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.
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.
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.