This document summarizes a panel discussion on the intersection of environmental, social, and governance (ESG) factors and diversity, equity, and inclusion (DEI). The panelists, who work in responsible investing, discussed how investors evaluate companies' performance on ESG/DEI issues and why this is important. They explained that diversity and inclusion help companies avoid issues like high turnover and lawsuits, while responsible practices make for better long-term investments. The document provides tips for companies to understand how investors assess their industries and make a business case to investors to fund further DEI efforts.

1. diversity-works.net
DEI Leader Network – June 2022
Panel Discussion: The
Intersection of ESG and DEI

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Welcome To Our DEI Leader Network
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3. "Let us not assume for
one moment that our
work is done, the
struggle for equal
justice continues.“
— Fred David Gray,
a civil rights
attorney, preacher,
and activist in
Alabama.
Learn more about Mr. Gray and
Juneteenth at BlackFacts.com

4. Takeaways
• Why investors pick “responsible” companies
• How investors think about DEI
• How this can get your DEI efforts funded
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Sir Richard Branson (b.1950) is a British billionaire, entrepreneur and businessman. He
founded the Virgin Group, which now controls more than 400 companies in various fields.
Richard Branson
Your employees are your
company’s real competitive
advantage. They’re the ones
making the magic happen-so
long as their needs are being
met.

6. A focus on diversity, equity and inclusion is the:
RIGHT thing
to do
SMART
thing to do
More
RELEVANT
than ever
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7. Kathryn McDonald,
RadiantESG
Jeff Gibbons,
Bridge House Advisors
Privately held
companies
Experts
explain why
investors want
companies to
act
responsibly Publicly traded
companies
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8. Why do investors
pick “responsible”
companies?
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9. A well-managed,
diverse and
responsible
company is a
better
investment
Why do investors care about investing responsibly
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10. How do investors
measure
“responsibility”?
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11. Frameworks used by investors
Environmental Social Governance
Principles of
Governance
Planet People Prosperity
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12. How does DEI fit in?
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13. When diversity, equity and inclusion works
Happier employees
Better products
Better reputation
Less group think
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14. When diversity, equity and inclusion is lacking
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Worker shortages
/ labor strikes
High turnover/
Poor employee
engagement
Employee
lawsuits
Lack of leadership
diversity
Lack of diversity in
technical and
professional roles
Low levels of
innovation and
new product
development

15. Air Freight & Logistics
Airlines
Automobiles
Coal Operations
Cruise Lines
Electronic MFG Services & Original Design MFG
Food Retailers & Distributors
Hotels & Lodging
Metals & Mining
Restaurants
Waste Management
Advertising & Marketing
Asset Management & Custody Activities
Biotechnology & Pharmaceuticals
E-Commerce
Hardware
Health Care Delivery
Professional & Commercial Services
Internet Media & Services
Investment Banking & Brokerage
Semiconductors
Software & IT Services
15
Investors evaluate industries differently
Retailers & Distributors
Focus on professional and technical positions
Focus on hourly employees
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16. How you can use this information
Learn how
investors
evaluate your
sector
Estimate how
your company
performs on
those measures
Write up the
business case
for investment
in DEI
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17. Our approach drives business results
Performance Scorecard
Peer and Industry
Benchmark
Stakeholder
Interviews
Employee Survey
The Business
Case for DEI
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18. 18
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reserved.
Use our investor worksheet
to get started

19. Kathryn McDonald,
RadiantESG
Jeff Gibbons,
Bridge House Advisors
Privately held
companies
Audience Q&A
Publicly traded
companies
Denise Rosemond
Diversity Works
Diversity, Equity and
Inclusion
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July 21, 2022
1:00 PM EST
holly@diversity-works.net
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