Self-assessment

Review the sections of this self-assessment and decide whether you want to complete them all or some.

Remember that you can repeat the process as many times as you need!

Option 1
Take the complete self-assessment

Check your score by answering the questions in the 10 sections! It will take you less than 7 minutes!

(FINAL)Gender Quiz (self assesment) - Lineal

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Section 1 Policies

Does your institution have a gender, diversity, equity and inclusion lens incorporated in its internal policies, guidelines or manuals?

YES. We have incorporated a GDE&I lens into our internal policies but need help with monitoring, communicating and implementing these in practice.

NO. Including a gender or a DE&I lens into our internal policies, guidelines or manuals is not something we have considered.

1.1 My Institution has a gender equality policy and we communicate our commitments internally or publically.

Yes

1.2 Other policies in our Institution make visible the different barriers and discrimination people can face in terms of race, ethnicity, sexual identity and orientation, age, disability or other diversities.

Yes

1.3 We have an equal opportunities policy and we monitor our internal efforts (e.g., hires, promotions, salaries) with a diverse lens (e.g., gender, race, disability, sexual orientation).

Yes

1.4 The Institution has a policy or a procedure for work-place harassment, grievances, or whistleblowing to facilitate anonymous reporting of institutional misconduct.

Yes

Section 2 Strategies

Does your institution have a strategy that includes a gender lens?

YES. Gender is a strategic priority for us, but our institution lacks a formal commitment and a long-term vision for it.

NO. Including gender or diversity considerations in our institutional strategy is beyond the current vision and mission of our Institution.

2.1 My Institution has formally included gender, diversity, equity and inclusion considerations in its strategic plan, vision or mission

Yes

2.2 My Institution communicates publicly or internally our long-term strategic vision for diversity, equity and inclusion

Yes

2.3 My Institution has a corporate sustainability strategy (e.g., esg, sdg etc.)

Yes

2.4 Strategies in my Institution takes into account unconscious biases, microaggressions, or other gender discriminatory practices

Yes

2.5 In my Institution, staff, the communities we serve, or our clients are part of the strategic planning

Yes

Section 3 Communication and Advocacy

Does your institution promote, communicate or otherwise make visible its commitment and best practices in terms of gender equality and inclusion?

YES. We advocate for and promote gender equality practices but require more support in systematizing and broadening our approach.

NO. Including a gender perspective to our public-facing materials or in our communication strategy is beyond the vision and mission of the Institution.

3.1 People to whom our services and products are targeted towards are consulted in the design process in order to learn better about their specific needs.

Yes

3.2 Diversity, equity, and inclusion indicators are used when measuring public-facing materials and the visual representation and content we produce is equally appealing to racial, gender and ethnic minorities, sexual diversities and/or religious minorities.

Yes

3.3 Our Institution seeks to influence other financial institutions in advancing their gender equality practices and offers training, consultancy or technical assistance that aims to move the ecosystem forward.

Yes

Section 4 Research and knowledge production

Do the publications, articles, case studies and the content the institution produces include a diverse gender perspective?

YES. We include gender considerations in the material, studies, and content we produce but lack a systematic understanding of other under-represented groups.

NO. Our Institution does not consider a gender perspective in any of our research or other knowledge-production we generate.

4.1 My institution includes a diverse gender perspective in our research design, data collection, analysis or publication of results and we engage in peer-review processes or third party evaluations to avoid data irregularities .

Yes

4.2 Our institution communicates consent, data privacy, nature of the research or discloses stakeholder relationships when we conduct interviews or focus groups during our data collection.

Yes

4.3 We take into consideration cultural contexts to adjust our methodologies and analytic frameworks and we evaluate potential biases and patterns in our research.

Yes

Section 5 Statistics and data disaggregation

Does your institution measure, develop and analyze gender or other demographic indicators internally or externally in order to become more evidence-based?

YES. We measure and analyze gender-related differences and are ready to use intersectional demographic indicators and strengthen our data-collection methods.

NO. Understanding how gender and other demographic indicators affect our employees or clients is beyond the strategic vision and mission of our Institution.

5.1 My Institution collects information desegregated by age, gender, race, sexual orientation, religion, disability or other identity markers from clients or employees.

Yes

5.2 Our Institution uses gender-disaggregated data to make decisions when creating new financial or non-financial products.

Yes

5.3 Our human resources department cross-reference data or analyzes staff composition, promotion, rejected and hired applicants based on demographic indicators.

Yes

5.4 The Institution communicates how internal data and other information is collected and used to reaffirm confidentiality, anonymity and consent.

Yes

Section 6 Investing and impact

Does your institution or investment fund consider gender-related impact in its investments, services or financial products?

YES. We invest with a gender lens but have not mainstreamed gender across investment processes, products and services yet.

NO. We invest with impact, but including a gender perspective into investment decisions and impact indicators is beyond the strategic vision and mission of our Institution.

6.1 My Institution has formal policies or practices in place that articulate investment-related impact goals for women or other under-represented groups.

Yes

6.2 The Institution uses specific indicators to measure impact and we know how to include gender or other impact metrics (e.g., ESG) in our due diligence processes.

Yes

6.3 Our investment decisions (or the development of new financial products or vehicles) exclude those that negatively affect diverse women or other vulnerable populations on the ground.

Yes

6.4 Our impact investment committees and teams represent diversity in terms of gender, race or other under-represented groups, allowing us to capture different ideas and new perspectives in our work.

Yes

6.5 Our Institution measures diversity in the value chain and has identified value chain inequities or barriers of accessibility in our portfolio companies.

Yes

Section 7 Monitoring, evaluating and learning

Does your institution produce regular monitoring, evaluating and learning (ME&L) across its financial services, products, investments and or programs that include a gender perspective?

YES. We have monitoring, evaluating, and learning processes in place but need to strengthen and diversify our frameworks.

NO. Regular monitoring of our outputs and outcomes with a gender perspective is beyond the strategic vision and mission of our Institution.

7.1 The Institution monitors or evaluates the gender-related impact of its services, products or other solutions in a continuous manner.

Yes

7.2 We communicate monitoring, evaluating and learning results of our products, programs or services publicly.

Yes

7.3 Our Institution has a benchmark for gender, race, disability or other indicators on which our monitoring is based on to obtain comparative results.

Yes

7.4 The fundings, grants or investments our Institution receives are monitored with transparency or reported adequately both internally and publicly.

Yes

Section 8 Budgeting and resources

Does the institution use gender and other diversity metrics when developing budgets and when deciding where to allocate funds?

YES. We have included gender and diversity considerations in our institutional budgets but lack a systematized approach to gender budgeting across all departments.

NO. We do not include gender or diversity considerations in our institutional budgeting.

8.1 Our Institution has committed a set amount of funds to either invest with a gender lens or to allocate capital toward institutional gender equality and the development of gender-focused financial products, services or programs.

Yes

8.2 Our Institution allocates funds to train staff in gender equality issues or fund other diversity, equity and inclusion efforts in terms of building internal capacity .

Yes

8.3 The Institution monitors or evaluates the relation between allocated capital and gender, race, sexuality, disability, and or other population markers.

Yes

Section 9 Institutional processes and procedures

Does the institution have transparent, non-hierarchical and adequately communicated operative processes that encourage safe, sustainable and participatory workplace culture?

YES. We have already incorporated different social and corporate responsibility frameworks across operations, but want to learn more.

NO. My Institution has not considered its institutional processes through this lens.

9.1 Regarding products, services, investments or partnerships we use exclusion lists to make informed decisions about providers that fit (or do not fit) our values or who promote gender, diversity, equity and inclusion in their operations

Yes

9.2 We seek to develop products, services or generate investments that are oriented toward diverse women or women-owned businesses and we intentionally look to increase procurement from businesses managed by other under-represented groups in our value chain

Yes

9.3 Our institutional processes are transparent, participatory and effective and access to information is easily available for all

Yes

Section 10 Accountability and ethics

Does your organization incorporate ethical considerations into the development or analysis of its programs, products, investments or services to mitigate potential risks?

YES. We consider ethics but do not yet know how to work with accountability frameworks that include a gender perspective.

NO. Including any accountability mechanisms that would ensure ethical program, product or financial services design is beyond the vision and mission of our Institution.

10.1 The Institution provides clear, formal, anonymous and secure channels for staff to report complaints

Yes

10.2 There is a third-party ethics committee that responds, communicates or makes institutional recommendations based on complaints or grievances by staff and clients

Yes

10.3 The Institution adapts its measurement and evaluation indicators to the cultural frameworks and national metrics of the country in which it develops projects and services

Yes

10.4 Our Institution currently seeks to assist employees with disabilities in different ways, such as through assistive technologies, flexible work arrangements and/or additional training

Yes

You scored:

0 / 100

You have reached the end of this Self Assessment! We hope to have sparked a curiosity in incorporating a holistic gender perspective across your institutional operations. Continue to the Gender Toolkit Navigator there you will find multiple tools, resources and guides that fit your needs and will help you forward in your current institutional journey of gender equality.

For more information

Option 2
Select one or more of the following sections

Choose in which of the 10 sections you want to test in and find out your result in seconds.

CHOOSE A SECTION

Choose a specific section

Answer 3 to 5 questions in each category you select

1 - Policies

1-Policies (self assesment)

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Section 1 Policies

Does your institution have a gender, diversity, equity and inclusion lens incorporated in its internal policies, guidelines or manuals?

YES. We have incorporated a GDE&I lens into our internal policies but need help with monitoring, communicating and implementing these in practice.

NO. Including a gender or a DE&I lens into our internal policies, guidelines or manuals is not something we have considered.

1.1 My Institution has a gender equality policy and we communicate our commitments internally or publically.

Yes

1.2 Other policies in our Institution make visible the different barriers and discrimination people can face in terms of race, ethnicity, sexual identity and orientation, age, disability or other diversities.

Yes

1.3 We have an equal opportunities policy and we monitor our internal efforts (e.g., hires, promotions, salaries) with a diverse lens (e.g., gender, race, disability, sexual orientation).

Yes

1.4 The Institution has a policy or a procedure for work-place harassment, grievances, or whistleblowing to facilitate anonymous reporting of institutional misconduct.

Yes

You scored:

0 / 100

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2 - Strategies

2-Strategies (self assesment)

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Section 2 Strategies

Does your institution have a strategy that includes a gender lens?

YES. Gender is a strategic priority for us, but our institution lacks a formal commitment and a long-term vision for it.

NO. Including gender or diversity considerations in our institutional strategy is beyond the current vision and mission of our Institution.

2.1 My Institution has formally included gender, diversity, equity and inclusion considerations in its strategic plan, vision or mission

Yes

2.2 My Institution communicates publicly or internally our long-term strategic vision for diversity, equity and inclusion

Yes

2.3 My Institution has a corporate sustainability strategy (e.g., esg, sdg etc.)

Yes

2.4 Strategies in my Institution takes into account unconscious biases, microaggressions, or other gender discriminatory practices

Yes

2.5 In my Institution, staff, the communities we serve, or our clients are part of the strategic planning

Yes

You scored:

0 / 100

For more information

3 - Communication and advocacy

3-Communication and advocacy (self assesment)

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Section 3 Communication and Advocacy

Does your institution promote, communicate or otherwise make visible its commitment and best practices in terms of gender equality and inclusion?

YES. We advocate for and promote gender equality practices but require more support in systematizing and broadening our approach.

NO. Including a gender perspective to our public-facing materials or in our communication strategy is beyond the vision and mission of the Institution.

3.1 People to whom our services and products are targeted towards are consulted in the design process in order to learn better about their specific needs.

Yes

3.2 Diversity, equity, and inclusion indicators are used when measuring public-facing materials and the visual representation and content we produce is equally appealing to racial, gender and ethnic minorities, sexual diversities and/or religious minorities.

Yes

3.3 Our Institution seeks to influence other financial institutions in advancing their gender equality practices and offers training, consultancy or technical assistance that aims to move the ecosystem forward.

Yes

You scored:

0 / 100

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4 - Research and knowledge-production

4-Research and knowledge-production (self assesment)

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Section 4 Research and knowledge production

Do the publications, articles, case studies and the content the institution produces include a diverse gender perspective?

YES. We include gender considerations in the material, studies, and content we produce but lack a systematic understanding of other under-represented groups.

NO. Our Institution does not consider a gender perspective in any of our research or other knowledge-production we generate.

4.1 My institution includes a diverse gender perspective in our research design, data collection, analysis or publication of results and we engage in peer-review processes or third party evaluations to avoid data irregularities .

Yes

4.2 Our institution communicates consent, data privacy, nature of the research or discloses stakeholder relationships when we conduct interviews or focus groups during our data collection.

Yes

4.3 We take into consideration cultural contexts to adjust our methodologies and analytic frameworks and we evaluate potential biases and patterns in our research.

Yes

You scored:

0 / 100

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5 - Statistics and data desegregation

5-Statistics and data desegregation (self assesment)

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Section 5 Statistics and data disaggregation

Does your institution measure, develop and analyze gender or other demographic indicators internally or externally in order to become more evidence-based?

YES. We measure and analyze gender-related differences and are ready to use intersectional demographic indicators and strengthen our data-collection methods.

NO. Understanding how gender and other demographic indicators affect our employees or clients is beyond the strategic vision and mission of our Institution.

5.1 My Institution collects information desegregated by age, gender, race, sexual orientation, religion, disability or other identity markers from clients or employees.

Yes

5.2 Our Institution uses gender-disaggregated data to make decisions when creating new financial or non-financial products.

Yes

5.3 Our human resources department cross-reference data or analyzes staff composition, promotion, rejected and hired applicants based on demographic indicators.

Yes

5.4 The Institution communicates how internal data and other information is collected and used to reaffirm confidentiality, anonymity and consent.

Yes

You scored:

0 / 100

For more information

6 - Investing and impact

6-Investing and impact (self assesment)

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Section 6 Investing and impact

Does your institution or investment fund consider gender-related impact in its investments, services or financial products?

YES. We invest with a gender lens but have not mainstreamed gender across investment processes, products and services yet.

NO. We invest with impact, but including a gender perspective into investment decisions and impact indicators is beyond the strategic vision and mission of our Institution.

6.1 My Institution has formal policies or practices in place that articulate investment-related impact goals for women or other under-represented groups.

Yes

6.2 The Institution uses specific indicators to measure impact and we know how to include gender or other impact metrics (e.g., ESG) in our due diligence processes.

Yes

6.3 Our investment decisions (or the development of new financial products or vehicles) exclude those that negatively affect diverse women or other vulnerable populations on the ground.

Yes

6.4 Our impact investment committees and teams represent diversity in terms of gender, race or other under-represented groups, allowing us to capture different ideas and new perspectives in our work.

Yes

6.5 Our Institution measures diversity in the value chain and has identified value chain inequities or barriers of accessibility in our portfolio companies.

Yes

You scored:

0 / 100

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7 - Monitoring, evaluating and learning

7-Monitoring, evaluating and learning (self assesment)

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Section 7 Monitoring, evaluating and learning

Does your institution produce regular monitoring, evaluating and learning (ME&L) across its financial services, products, investments and or programs that include a gender perspective?

YES. We have monitoring, evaluating, and learning processes in place but need to strengthen and diversify our frameworks.

NO. Regular monitoring of our outputs and outcomes with a gender perspective is beyond the strategic vision and mission of our Institution.

7.1 The Institution monitors or evaluates the gender-related impact of its services, products or other solutions in a continuous manner.

Yes

7.2 We communicate monitoring, evaluating and learning results of our products, programs or services publicly.

Yes

7.3 Our Institution has a benchmark for gender, race, disability or other indicators on which our monitoring is based on to obtain comparative results.

Yes

7.4 The fundings, grants or investments our Institution receives are monitored with transparency or reported adequately both internally and publicly.

Yes

You scored:

0 / 100

For more information

8 - Budgeting and other resources

8-Budgeting and other resources (self assesment)

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Section 8 Budgeting and resources

Does the institution use gender and other diversity metrics when developing budgets and when deciding where to allocate funds?

YES. We have included gender and diversity considerations in our institutional budgets but lack a systematized approach to gender budgeting across all departments.

NO. We do not include gender or diversity considerations in our institutional budgeting.

8.1 Our Institution has committed a set amount of funds to either invest with a gender lens or to allocate capital toward institutional gender equality and the development of gender-focused financial products, services or programs.

Yes

8.2 Our Institution allocates funds to train staff in gender equality issues or fund other diversity, equity and inclusion efforts in terms of building internal capacity .

Yes

8.3 The Institution monitors or evaluates the relation between allocated capital and gender, race, sexuality, disability, and or other population markers.

Yes

You scored:

0 / 100

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9 - Institutional processes and procedures

9-Institutional processes and procedures (self assesment)

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Section 9 Institutional processes and procedures

Does the institution have transparent, non-hierarchical and adequately communicated operative processes that encourage safe, sustainable and participatory workplace culture?

YES. We have already incorporated different social and corporate responsibility frameworks across operations, but want to learn more.

NO. My Institution has not considered its institutional processes through this lens.

9.1 Regarding products, services, investments or partnerships we use exclusion lists to make informed decisions about providers that fit (or do not fit) our values or who promote gender, diversity, equity and inclusion in their operations

Yes

9.2 We seek to develop products, services or generate investments that are oriented toward diverse women or women-owned businesses and we intentionally look to increase procurement from businesses managed by other under-represented groups in our value chain

Yes

9.3 Our institutional processes are transparent, participatory and effective and access to information is easily available for all

Yes

You scored:

0 / 100

For more information

10 - Accountability and ethics

10-Accountability and ethics (self assesment)

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Section 10 Accountability and ethics

Does your organization incorporate ethical considerations into the development or analysis of its programs, products, investments or services to mitigate potential risks?

YES. We consider ethics but do not yet know how to work with accountability frameworks that include a gender perspective.

NO. Including any accountability mechanisms that would ensure ethical program, product or financial services design is beyond the vision and mission of our Institution.

10.1 The Institution provides clear, formal, anonymous and secure channels for staff to report complaints

Yes

10.2 There is a third-party ethics committee that responds, communicates or makes institutional recommendations based on complaints or grievances by staff and clients

Yes

10.3 The Institution adapts its measurement and evaluation indicators to the cultural frameworks and national metrics of the country in which it develops projects and services

Yes

10.4 Our Institution currently seeks to assist employees with disabilities in different ways, such as through assistive technologies, flexible work arrangements and/or additional training

Yes

You scored:

0 / 100

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1 - Policies

1-Policies (self assesment)

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Section 1 Policies

Does your institution have a gender, diversity, equity and inclusion lens incorporated in its internal policies, guidelines or manuals?

YES. We have incorporated a GDE&I lens into our internal policies but need help with monitoring, communicating and implementing these in practice.

NO. Including a gender or a DE&I lens into our internal policies, guidelines or manuals is not something we have considered.

1.1 My Institution has a gender equality policy and we communicate our commitments internally or publically.

Yes

1.2 Other policies in our Institution make visible the different barriers and discrimination people can face in terms of race, ethnicity, sexual identity and orientation, age, disability or other diversities.

Yes

1.3 We have an equal opportunities policy and we monitor our internal efforts (e.g., hires, promotions, salaries) with a diverse lens (e.g., gender, race, disability, sexual orientation).

Yes

1.4 The Institution has a policy or a procedure for work-place harassment, grievances, or whistleblowing to facilitate anonymous reporting of institutional misconduct.

Yes

You scored:

0 / 100

For more information

2 - Strategies

2-Strategies (self assesment)

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Section 2 Strategies

Does your institution have a strategy that includes a gender lens?

YES. Gender is a strategic priority for us, but our institution lacks a formal commitment and a long-term vision for it.

NO. Including gender or diversity considerations in our institutional strategy is beyond the current vision and mission of our Institution.

2.1 My Institution has formally included gender, diversity, equity and inclusion considerations in its strategic plan, vision or mission

Yes

2.2 My Institution communicates publicly or internally our long-term strategic vision for diversity, equity and inclusion

Yes

2.3 My Institution has a corporate sustainability strategy (e.g., esg, sdg etc.)

Yes

2.4 Strategies in my Institution takes into account unconscious biases, microaggressions, or other gender discriminatory practices

Yes

2.5 In my Institution, staff, the communities we serve, or our clients are part of the strategic planning

Yes

You scored:

0 / 100

For more information

3 - Communication and advocacy

3-Communication and advocacy (self assesment)

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Section 3 Communication and Advocacy

Does your institution promote, communicate or otherwise make visible its commitment and best practices in terms of gender equality and inclusion?

YES. We advocate for and promote gender equality practices but require more support in systematizing and broadening our approach.

NO. Including a gender perspective to our public-facing materials or in our communication strategy is beyond the vision and mission of the Institution.

3.1 People to whom our services and products are targeted towards are consulted in the design process in order to learn better about their specific needs.

Yes

3.2 Diversity, equity, and inclusion indicators are used when measuring public-facing materials and the visual representation and content we produce is equally appealing to racial, gender and ethnic minorities, sexual diversities and/or religious minorities.

Yes

3.3 Our Institution seeks to influence other financial institutions in advancing their gender equality practices and offers training, consultancy or technical assistance that aims to move the ecosystem forward.

Yes

You scored:

0 / 100

For more information

4 - Research and knowledge-production

4-Research and knowledge-production (self assesment)

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Section 4 Research and knowledge production

Do the publications, articles, case studies and the content the institution produces include a diverse gender perspective?

YES. We include gender considerations in the material, studies, and content we produce but lack a systematic understanding of other under-represented groups.

NO. Our Institution does not consider a gender perspective in any of our research or other knowledge-production we generate.

4.1 My institution includes a diverse gender perspective in our research design, data collection, analysis or publication of results and we engage in peer-review processes or third party evaluations to avoid data irregularities .

Yes

4.2 Our institution communicates consent, data privacy, nature of the research or discloses stakeholder relationships when we conduct interviews or focus groups during our data collection.

Yes

4.3 We take into consideration cultural contexts to adjust our methodologies and analytic frameworks and we evaluate potential biases and patterns in our research.

Yes

You scored:

0 / 100

For more information

5 - Statistics and data desegregation

5-Statistics and data desegregation (self assesment)

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Section 5 Statistics and data disaggregation

Does your institution measure, develop and analyze gender or other demographic indicators internally or externally in order to become more evidence-based?

YES. We measure and analyze gender-related differences and are ready to use intersectional demographic indicators and strengthen our data-collection methods.

NO. Understanding how gender and other demographic indicators affect our employees or clients is beyond the strategic vision and mission of our Institution.

5.1 My Institution collects information desegregated by age, gender, race, sexual orientation, religion, disability or other identity markers from clients or employees.

Yes

5.2 Our Institution uses gender-disaggregated data to make decisions when creating new financial or non-financial products.

Yes

5.3 Our human resources department cross-reference data or analyzes staff composition, promotion, rejected and hired applicants based on demographic indicators.

Yes

5.4 The Institution communicates how internal data and other information is collected and used to reaffirm confidentiality, anonymity and consent.

Yes

You scored:

0 / 100

For more information

6 - Investing and impact

6-Investing and impact (self assesment)

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Section 6 Investing and impact

Does your institution or investment fund consider gender-related impact in its investments, services or financial products?

YES. We invest with a gender lens but have not mainstreamed gender across investment processes, products and services yet.

NO. We invest with impact, but including a gender perspective into investment decisions and impact indicators is beyond the strategic vision and mission of our Institution.

6.1 My Institution has formal policies or practices in place that articulate investment-related impact goals for women or other under-represented groups.

Yes

6.2 The Institution uses specific indicators to measure impact and we know how to include gender or other impact metrics (e.g., ESG) in our due diligence processes.

Yes

6.3 Our investment decisions (or the development of new financial products or vehicles) exclude those that negatively affect diverse women or other vulnerable populations on the ground.

Yes

6.4 Our impact investment committees and teams represent diversity in terms of gender, race or other under-represented groups, allowing us to capture different ideas and new perspectives in our work.

Yes

6.5 Our Institution measures diversity in the value chain and has identified value chain inequities or barriers of accessibility in our portfolio companies.

Yes

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7 - Monitoring, evaluating and learning

7-Monitoring, evaluating and learning (self assesment)

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Section 7 Monitoring, evaluating and learning

Does your institution produce regular monitoring, evaluating and learning (ME&L) across its financial services, products, investments and or programs that include a gender perspective?

YES. We have monitoring, evaluating, and learning processes in place but need to strengthen and diversify our frameworks.

NO. Regular monitoring of our outputs and outcomes with a gender perspective is beyond the strategic vision and mission of our Institution.

7.1 The Institution monitors or evaluates the gender-related impact of its services, products or other solutions in a continuous manner.

Yes

7.2 We communicate monitoring, evaluating and learning results of our products, programs or services publicly.

Yes

7.3 Our Institution has a benchmark for gender, race, disability or other indicators on which our monitoring is based on to obtain comparative results.

Yes

7.4 The fundings, grants or investments our Institution receives are monitored with transparency or reported adequately both internally and publicly.

Yes

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8 - Budgeting and other resources

8-Budgeting and other resources (self assesment)

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Section 8 Budgeting and resources

Does the institution use gender and other diversity metrics when developing budgets and when deciding where to allocate funds?

YES. We have included gender and diversity considerations in our institutional budgets but lack a systematized approach to gender budgeting across all departments.

NO. We do not include gender or diversity considerations in our institutional budgeting.

8.1 Our Institution has committed a set amount of funds to either invest with a gender lens or to allocate capital toward institutional gender equality and the development of gender-focused financial products, services or programs.

Self-assessment

Review the sections of this self-assessment and decide whether you want to complete them all or some.

Option 1 Take the complete self-assessment

Does your institution have a gender, diversity, equity and inclusion lens incorporated in its internal policies, guidelines or manuals?

1.1 My Institution has a gender equality policy and we communicate our commitments internally or publically.

1.2 Other policies in our Institution make visible the different barriers and discrimination people can face in terms of race, ethnicity, sexual identity and orientation, age, disability or other diversities.

1.3 We have an equal opportunities policy and we monitor our internal efforts (e.g., hires, promotions, salaries) with a diverse lens (e.g., gender, race, disability, sexual orientation).

1.4 The Institution has a policy or a procedure for work-place harassment, grievances, or whistleblowing to facilitate anonymous reporting of institutional misconduct.

Does your institution have a strategy that includes a gender lens?

2.1 My Institution has formally included gender, diversity, equity and inclusion considerations in its strategic plan, vision or mission

2.2 My Institution communicates publicly or internally our long-term strategic vision for diversity, equity and inclusion

2.3 My Institution has a corporate sustainability strategy (e.g., esg, sdg etc.)

2.4 Strategies in my Institution takes into account unconscious biases, microaggressions, or other gender discriminatory practices

2.5 In my Institution, staff, the communities we serve, or our clients are part of the strategic planning

Does your institution promote, communicate or otherwise make visible its commitment and best practices in terms of gender equality and inclusion?

3.1 People to whom our services and products are targeted towards are consulted in the design process in order to learn better about their specific needs.

3.2 Diversity, equity, and inclusion indicators are used when measuring public-facing materials and the visual representation and content we produce is equally appealing to racial, gender and ethnic minorities, sexual diversities and/or religious minorities.

3.3 Our Institution seeks to influence other financial institutions in advancing their gender equality practices and offers training, consultancy or technical assistance that aims to move the ecosystem forward.

Do the publications, articles, case studies and the content the institution produces include a diverse gender perspective?

4.1 My institution includes a diverse gender perspective in our research design, data collection, analysis or publication of results and we engage in peer-review processes or third party evaluations to avoid data irregularities .

4.2 Our institution communicates consent, data privacy, nature of the research or discloses stakeholder relationships when we conduct interviews or focus groups during our data collection.

4.3 We take into consideration cultural contexts to adjust our methodologies and analytic frameworks and we evaluate potential biases and patterns in our research.

Does your institution measure, develop and analyze gender or other demographic indicators internally or externally in order to become more evidence-based?

5.1 My Institution collects information desegregated by age, gender, race, sexual orientation, religion, disability or other identity markers from clients or employees.

5.2 Our Institution uses gender-disaggregated data to make decisions when creating new financial or non-financial products.

5.3 Our human resources department cross-reference data or analyzes staff composition, promotion, rejected and hired applicants based on demographic indicators.

5.4 The Institution communicates how internal data and other information is collected and used to reaffirm confidentiality, anonymity and consent.

Does your institution or investment fund consider gender-related impact in its investments, services or financial products?

6.1 My Institution has formal policies or practices in place that articulate investment-related impact goals for women or other under-represented groups.

6.2 The Institution uses specific indicators to measure impact and we know how to include gender or other impact metrics (e.g., ESG) in our due diligence processes.

6.3 Our investment decisions (or the development of new financial products or vehicles) exclude those that negatively affect diverse women or other vulnerable populations on the ground.

6.4 Our impact investment committees and teams represent diversity in terms of gender, race or other under-represented groups, allowing us to capture different ideas and new perspectives in our work.

6.5 Our Institution measures diversity in the value chain and has identified value chain inequities or barriers of accessibility in our portfolio companies.

Does your institution produce regular monitoring, evaluating and learning (ME&L) across its financial services, products, investments and or programs that include a gender perspective?

7.1 The Institution monitors or evaluates the gender-related impact of its services, products or other solutions in a continuous manner.

7.2 We communicate monitoring, evaluating and learning results of our products, programs or services publicly.

7.3 Our Institution has a benchmark for gender, race, disability or other indicators on which our monitoring is based on to obtain comparative results.

7.4 The fundings, grants or investments our Institution receives are monitored with transparency or reported adequately both internally and publicly.

Does the institution use gender and other diversity metrics when developing budgets and when deciding where to allocate funds?

8.1 Our Institution has committed a set amount of funds to either invest with a gender lens or to allocate capital toward institutional gender equality and the development of gender-focused financial products, services or programs.

8.2 Our Institution allocates funds to train staff in gender equality issues or fund other diversity, equity and inclusion efforts in terms of building internal capacity .

8.3 The Institution monitors or evaluates the relation between allocated capital and gender, race, sexuality, disability, and or other population markers.

Does the institution have transparent, non-hierarchical and adequately communicated operative processes that encourage safe, sustainable and participatory workplace culture?

9.1 Regarding products, services, investments or partnerships we use exclusion lists to make informed decisions about providers that fit (or do not fit) our values or who promote gender, diversity, equity and inclusion in their operations

9.2 We seek to develop products, services or generate investments that are oriented toward diverse women or women-owned businesses and we intentionally look to increase procurement from businesses managed by other under-represented groups in our value chain

9.3 Our institutional processes are transparent, participatory and effective and access to information is easily available for all

Does your organization incorporate ethical considerations into the development or analysis of its programs, products, investments or services to mitigate potential risks?

10.1 The Institution provides clear, formal, anonymous and secure channels for staff to report complaints

10.2 There is a third-party ethics committee that responds, communicates or makes institutional recommendations based on complaints or grievances by staff and clients

10.3 The Institution adapts its measurement and evaluation indicators to the cultural frameworks and national metrics of the country in which it develops projects and services

10.4 Our Institution currently seeks to assist employees with disabilities in different ways, such as through assistive technologies, flexible work arrangements and/or additional training

Option 2 Select one or more of the following sections

Choose a specific section

1 - Policies

Does your institution have a gender, diversity, equity and inclusion lens incorporated in its internal policies, guidelines or manuals?

1.1 My Institution has a gender equality policy and we communicate our commitments internally or publically.

1.2 Other policies in our Institution make visible the different barriers and discrimination people can face in terms of race, ethnicity, sexual identity and orientation, age, disability or other diversities.

1.3 We have an equal opportunities policy and we monitor our internal efforts (e.g., hires, promotions, salaries) with a diverse lens (e.g., gender, race, disability, sexual orientation).

1.4 The Institution has a policy or a procedure for work-place harassment, grievances, or whistleblowing to facilitate anonymous reporting of institutional misconduct.

2 - Strategies

Does your institution have a strategy that includes a gender lens?

2.1 My Institution has formally included gender, diversity, equity and inclusion considerations in its strategic plan, vision or mission

2.2 My Institution communicates publicly or internally our long-term strategic vision for diversity, equity and inclusion

2.3 My Institution has a corporate sustainability strategy (e.g., esg, sdg etc.)

2.4 Strategies in my Institution takes into account unconscious biases, microaggressions, or other gender discriminatory practices

2.5 In my Institution, staff, the communities we serve, or our clients are part of the strategic planning

3 - Communication and advocacy

Does your institution promote, communicate or otherwise make visible its commitment and best practices in terms of gender equality and inclusion?

3.1 People to whom our services and products are targeted towards are consulted in the design process in order to learn better about their specific needs.

3.2 Diversity, equity, and inclusion indicators are used when measuring public-facing materials and the visual representation and content we produce is equally appealing to racial, gender and ethnic minorities, sexual diversities and/or religious minorities.

3.3 Our Institution seeks to influence other financial institutions in advancing their gender equality practices and offers training, consultancy or technical assistance that aims to move the ecosystem forward.

4 - Research and knowledge-production

Do the publications, articles, case studies and the content the institution produces include a diverse gender perspective?

4.1 My institution includes a diverse gender perspective in our research design, data collection, analysis or publication of results and we engage in peer-review processes or third party evaluations to avoid data irregularities .

4.2 Our institution communicates consent, data privacy, nature of the research or discloses stakeholder relationships when we conduct interviews or focus groups during our data collection.

4.3 We take into consideration cultural contexts to adjust our methodologies and analytic frameworks and we evaluate potential biases and patterns in our research.

5 - Statistics and data desegregation

Does your institution measure, develop and analyze gender or other demographic indicators internally or externally in order to become more evidence-based?

5.1 My Institution collects information desegregated by age, gender, race, sexual orientation, religion, disability or other identity markers from clients or employees.

5.2 Our Institution uses gender-disaggregated data to make decisions when creating new financial or non-financial products.

Option 1
Take the complete self-assessment

Option 2
Select one or more of the following sections