Diversity, Equity and Inclusion audit

Date Published

A robust diversity, equity, and inclusion (DEI) agenda is critical to modern organizations. In addition to helping employees feel supported, listened to, and respected, inclusive companies are more likely to hit financial target goals and retain talent (Forbes, 2021).

Understanding the critical importance of robust DEI policies, a leading investment group sought to ensure their vast portfolio of companies are aligned with the best practices in the DEI field.

In-depth assessment and benchmarking

Following an in-depth assessment of the diverse portfolio companies of the investment group, we provided external best practices for DEI, with a focus on consumer-packaged goods (CPGs). In addition, we made recommendations for any quick and strategic wins that would result in immediate changes at the portfolio companies. Lastly, the provision of a general DEI overview gave senior stakeholders within each company a similar communication and understanding of DEI policies.

Staying ahead of investment trends

With a comprehensive overview of DEI policies and initiatives across the large portfolio of companies, the investment group is equipped for strategic decision-making with regard to its portfolio. Furthermore, equipping investors with an understanding of the state of DEI in their investments highlights the investment group's ability to stay ahead and in control of emerging investor priorities in the future.

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