IEN JEDI Initiative Quarterly Call Q1 2023

March 21, 2023

1 PM - 2:30 PM

The JEDI Initiative seeks to start the education and advocacy process for endowments to consider JEDI factors in the investment process in the following ways:

  • Enhancing diversity within the university investment offices by ensuring people are not excluded deliberately or through implicit bias on the basis of race, ethnicity, or gender.
  • Evaluating the performance of companies and funds with regard to diversity, equity, and inclusion in their boards, management, and staff in the investment process and engage with companies and funds to improve on these issues.
  • Identifying minority-led investment managers.
  • Making investments that benefit women, low-income communities, and communities of color.
  • Supporting finance and investment education of diverse students to build a pipeline of talent.

We advance the conversation on this agenda through a series of educational and peer-networking activities, including events, webinars, and white papers.

The 90-minute conversation centered around quantifying impact and preparing for DEI disclosure requirements, including investing in HBCUs and prioritizing DEI in investment processes.


  • Julian Thompson, Director of Strategy, UNCF
  • Enith Williams, Managing Director, Reparations Finance Lab
  • Solange Charas, Ph.D., Founder & CEO, HC Moneyball
  • Dorien Nuñez, OMNIResearch
  • Lisa Hinds, Managing Director, Client Engagement & Sustainability, Xponance



Review the slides for the Reparations Finance Lab presentation.

Review HC Moneyball's slides on Quantifying DEI Impact and Preparing for Disclosure Requirements.

Review Dr Charas’ book Humanizing Human Capital

Review Dorien Nunez’s presentation outlining the commitment and principles of the CFAI DEI Codes

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