Section 5 - Statistics and data disaggregation
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⧫ Beginner: Entry-level tools and step-by-step guides for investors and financial institutions to get started on their gender mainstreaming journeys.
⧫⧫ Intermediate: Intermediate-level tools, strategies, guidelines, and manuals for investors and financial institutions already working with impact-investing frameworks and with a solid understanding of the concepts of gender, diversity, equity, and inclusion.
⧫⧫⧫ Advanced: Advanced-level intersectional frameworks and analytical gender lenses for investors and financial institutions with established GDE&I practices and a strong conceptual understanding of applying a gender lens across institutional activities.
☆Must read
*** Key resource for diversifying the gender perspective
Does your institution measure, develop and analyze gender or other demographic indicators internally or externally in order to become more evidence-based?
Choose your answer
Need to make a case to the decision-makers in your organization about the importance of collecting gender-related statistics and indicators? Go straight to section 2. Why are gender statistics and indicators important? of the report created by the gender mainstreaming team at EIGE to get started.
⧫⧫ Intermediate, English
This Section 5 will help you to understand how gender, race, sexuality, disability and other identity markers affect not only people’s individual experiences but contribute to the larger systemic issues in our societies. Take a look at indicators 5.1-5.5 below to see where and how you can start making a greater social impact.
Select the challenges you identify with and explore the resources
Challenge:
To offer equal opportunities, prevent discrimination and support under-represented groups, it is essential to monitor all work done both internally and externally. We can only change what we measure. Data can help you measure success and enable you to identify which of your approaches work and which do not. For an overview on why collecting gender desegregated data is important, read through the EIGE Gender Statistics and Indicators toolkit.
How about LGBT+ colleagues? Read pages 7-11 on this comprehensive Stonewall Global Monitoring Guide on why collecting employee’s gender identity and sexual orientation is fundamental to a thriving and inclusive workplace culture or check out their quick resource called Getting Equalities Monitoring Right.
⧫ Beginner, English, *** Key resource for diversifying the gender perspective
Data points that have particular relevance to gender equality can be classified into larger categories: equal decision-making power, equal economic opportunities, pay and status, work-life balance, elimination of gender stereotypes and freedom from gender-based violence. These are all needed when trying to understand whether all people have an equal access to resources within our institutions. Go directly to section 3. Producing and assessing gender statistics and indicators in this report created by EIGE.
⧫⧫ Intermediate, English
Challenge:
Access to and control over financial and productive assets can provide pathways out of poverty for many women and girls. Catalyzing economic empowerment is the responsibility of anyone interested in creating new financial or nonfinancial products with a gender lens. For a quick read on why measuring empowerment matters, check out The Gender Equality Toolbox.
⧫ Beginner, English
Want to deepen your analytical framework in terms of gender relations within target population groups? Read through pages 22-27 in the Gender in Practice guide to deepen your understanding of the possible accessibility constraints diverse women have when using the institution's products or services.
⧫⧫ Intermediate, English
Are you an impact investor? An analysis of gender relations can tell us who has access, who has control, who is likely to benefit from investments, and who is likely to lose out if these power differentials are not taken into consideration. Download and read through the Criterion Institute's guide to re-thinking both the investment thesis, process and implementation here.
⧫ Beginner, English
For more information check out how the USAID funded Gender Mainstreaming project implemented by Pro Mujer and Acrux Partners helped Mercado Credito to optimize some of their financial products by incorporating a gender lens into the product design. (Link to case study)
Want to dive deeper? Section 3.1 in this toolkit can help you understand better why consulting target populations in the course of the design for new products, solutions or services is key.
Challenge:
Sometimes people are not convinced on why measuring gender equality internally is important. Do you need guidance on how to design a gender equality training for staff? Check out the Gender Equality Training page for a step-by-step guide on preparing, implementing and evaluating a training.
⧫ Beginner, English
Want to read a quick case study on how the promotion of gender equality and the advancement of women as part of an institutional goal works in practice? Check out pages 60-63 in the Gender in Practice guide with concrete examples on how the Swiss Agency for Development and Cooperation did it.
⧫⧫⧫ Advanced, English
Stressed about monitoring LGBTQI+ colleagues? The Do Ask Do Tell guide from Stonewall is an excellent summary on why no institution should be afraid to ask about gender identity and sexual orientation of its employees.
Need more convincing? Check out how the USAID funded Gender Mainstreaming project implemented by Pro Mujer and Acrux Partners helped Banco Inter in Brazil to strengthen their internal diversity & inclusion efforts. (Link to case study)
Challenge:
Need to work this out with clients, research and focus groups and then communicate your findings? Or do you perhaps need more understanding on the interconnectedness between gender and data? Read through Section 4.2 in this toolkit and the case study on Alterna to see how safeguarding policies and consent can be articulated in practice.
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