JEDI Investing Toolkit

By taking a JEDI-centered approach, investors can help create a more just and equitable world while also building more diverse and inclusive portfolios. In addition, the toolkit can help investors engage with companies and other stakeholders on issues of social justice, and to use their investment power to advance social change.

This toolkit is organised into three possible action pathways, each with accompanying case studies, resources, and investing Principles:

• Awareness. Acknowledge that current financial and economic systems are founded on a spectrum of systemic and other historical and geographic factors such as racism, discrimination, and colonialism.
• Specificity. The investment strategy and approach can be tailored to reflect geographical and socio-economic dynamics. This includes material JEDI issues such as workplace equity, flexible policies, inclusive cultures and diverse pipelines.
• Participation. Strive for the participation of all representative voices and actors at the table, supported by thorough and contextualised investment and organisational processes.
• Intentionality. Align on the starting point and define the baseline, and then set progress goals and a bigger vision around JEDI’s transformative potential for results and/or impact.
• Implementation. Ensure the JEDI approach has widespread buy-in and accountability is built in. This could involve a public JEDI commitment with clear goals, allocation volumes, and actions.
• Accountability. Monitor milestones and progress against concrete goals and allocation volumes, if applicable. Where possible, refer to measurable benchmarks and other industry standards.
• Iteration. Investing with a JEDI lens involves integrating feedback loops and committing to building a cohesive culture of reflection, accountability and action over the long term.

This toolkit was originally published on the JEDI Investing website.