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MASTERCLASS

Diversity and Inclusion Applied to Investing

Learn how to embed Diversity and Inclusion best-practices in your investment work on three core dimensions: leadership, investment process and fund-level culture. All the while, by sharing your experiences in a live online setting with a group impact investment practitioners and renowned experts.

Discover delivery options

  • Three Interactive live sessions

  • Extensive experience sharing with participants

  • Network with seasoned impact asset managers and investors

  • Tap into practical resources like tools and case studies

Learning Goals

What you will learn

  • Recognise the role you can play as an investor, philanthropist or asset manager in progressing diversity, equity and inclusion (DEI)
  • Define concrete actions to embed DEI in your investment process
  • Identify the best-practises and typical barriers for growing DEI leadership in your organisation
  • Explore how to embed DEI into your fund mission, strategy and culture.
  • fund managers
  • investment managers and associates
  • investment committee members
  • impact measurement specialists
  • advisors and consultants to ESG & impact funds
Target audience

This course is designed for

Practitioners working with ESG & impact investment firms, such as:

  • Fund managers
  • Grantmaking managers
  • Programme managers
  • DEI managers
  • Impact managers

Are you a venture founder or coach? Check out this DEI training opportunity.

Team of Trainers

Get to know your trainers

Bonnie Chiu

Managing Director at 

The Social Investment Consultancy

Yu-Shan Chiu

Consultant at 

The Social Investment Consultancy

In her current role, Bonnie advises foundations and impact investors on diversity, equity and inclusion and impact strategies. She has delivered DEI training to over 80 impact investors around the world and co-founded the Diversity Forum for Inclusive Social Investment. She is a Senior Contributor on Forbes Women and an Investment Committee member of Access - Foundation for Social Investment.
Yu-Shan is an experienced impact consultant and trainer and has worked with a range of foundations and impact funds with a focus on impact measurement, impact investing and diversity and inclusion. She has supported the Equality Impact Investing Project to deliver its inaugural training and led the development of digital resources.
testimonials

Hear what clients have to say

 

 
 
"I have known Bonnie over the course of many years through my work in the social investment sector. I thoroughly enjoyed working with Bonnie when our paths crossed at the Diversity Forum Steering Group. I found her to be an extremely passionate advocate for DEI within the social investment sector, someone with real knowledge of the topic and able to work with multiple stakeholders while providing simple solutions to sometimes complex discussions. I would recommend working with Bonnie on the topic of DEI given her track record and knowledge on the topic and see her as one of the leading voices for this work in the UK."
Amir RizwanInvestor Relationships Director, Big Society Capital
Amir Rizwan
"Collaborating with Bonnie and Yu-Shan was a pleasure, with both of them bringing a refreshing mix of practical expertise and focus combined with open and creative minds."
Ceri GoddardDirector of Equality Impact Investing Project
Ceri Goddard
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our solution

Why diversity and equity matters to you.

From a business perspective, it makes perfect sense to focus on diversity and inclusion:

 
 

agenda masterclass diversity and inclusion

Masterclass Sessions

Wednesday 25th May 1-2:30 pm CET

What are the dimensions that impact investors can consider in order to advance DEI outcomes? In this first session, we will cover the definitions of DEI, introduce the DEI maturity model which covers three main dimensions for impact investors to adopt DEI practices: leadership/power, mission, and products/investments. We will deep dive into leadership and learn from each other’s experience in a group discussion.

Wednesday 8th June 1-2:30 pm CET

In this second session, we will focus on the “products/investments” dimension and go through how DEI can be embedded in the pre-investment phase, from deal sourcing to investment decision. Next, we will discuss how DEI can be accounted for post-investment and we’ll share best practices with the group.

Monday 20th June 1-2:30 pm CET

What does it mean to truly commit to DEI across the whole organisation? In this third session, we will introduce and discuss practices to act upon an organisation’s mission, from HR practices to internal monitoring. We will discuss how to address the common barriers and implement good practices for embedding DEI into your organisation.

May 25th 12:00-13:30 GMT

What are the dimensions that impact investors can consider in order to advance DEI outcomes? In this first session, we will cover the definitions of DEI, introduce the DEI maturity model which covers three main dimensions for impact investors to adopt DEI practices: leadership/power, mission, and products/investments. We will deep dive into leadership and learn from each other’s experience in a group discussion.

June 2nd 12:00-13:30 GMT

In this second session, we will focus on the “products/investments” dimension and go through how DEI can be embedded in the pre-investment phase, from deal sourcing to investment decision. Next, we will discuss how DEI can be accounted for post-investment and we’ll share best practices with the group.

June 8th 12:00-13:30 GMT

What does it mean to truly commit to DEI across the whole organisation? In this third session, we will introduce and discuss practices to act upon an organisation’s mission, from HR practices to internal monitoring. We will discuss how to address the common barriers and implement good practices for embedding DEI into your organisation.

Join Now!

Applications are considered on a first come first served basis.

What's in it for you

This masterclass provides you and a select group of industry peers an opportunity to:

Connect & meet with fellow impact professionals and renowned experts

Gain inspiration and practical insights to progress on DEI

Share and exchange experiences with the group

Assess your level of practise by comparing with your peers

Partner

More about The Social Investment Consultancy

The Social Investment Consultancy (TSIC) is a global social impact consultancy with offices in London, Hong Kong, Ghana and India. They are committed to enabling their clients to better understand their impact, to innovate and scale; and influencing systemic social change. 

 

Delivery mode

Discover our packages

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Masterclass live sessions

Join the three live sessions with lead trainers and like-minded peers

Secure your place
€ 299

Last opportunity to register for this masterclass!

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Company Package

Get in touch to book this Masterclass for your team

Book now
In-house training
agenda masterclass diversity and inclusion applied to investing

Dates for your diary

  • Wednesday 25th May 
  • Wednesday 8th June
  • Monday 20th June

From 1pm – 2:30pm CET

Pricing

Take part in the training programme!

Registrations are now closed

There are 10+ participants registered for this cohort

The price €299 per ticket (excl. 21% VAT)

 

 
Enroll now!

Only few seats left!

Pricing

Join this Masterclass today

€ 299 pp.

The price is excluding 21% VAT.
If you work in an organisation with <4 FTEs or managing <€15M AUM, you can apply for a discount here.

Apply now

Applications are considered on a first come first served basis.

Any questions?

Contact Timothy
CO-FOUNDER

support@efiko.academy

Did you know that 92% of our course takers are satisfied? That’s why we boldly guarantee that our courses will not let you down. Contact me in case you have any questions about our courses.

Any questions?

Contact Timothy

CO-FOUNDER

support@efiko.academy

Did you know that 92% of our course takers are satisfied? That’s why we boldly guarantee that our courses will not let you down. Didn’t get what you expected from the course? Let us know and get a full reimbursement up to 15 days as an Autonomous Learner, or up to 5 days as a Social Learner.

Read more on the reimbursement >>

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