Industry GuidanceDiversity, Equity & InclusionDiversity, Equity & Inclusion RoadmapDEI: Reporting and Benchmarking

Reporting and Benchmarking

Practices that allow organizations to track their own progress, and the progress of their partners, against established goals and industry expectations.

Implement Organizational Culture Surveys and Track Progress

Develop and conduct employee surveys that assess attitudes and perspectives around organizational culture. Track results and progress over time, benchmarking against pre-established goals or engaging in industry certification programs.

Go to AICPA D&I Sample Survey
AICPA D&I Sample Survey
The American Institute of Certified Public Accountants shares sample Diversity and Inclusion questions for employee surveys.
Go to Diversio
Diversio
Diversio, whose mission is to help organizations worldwide become more inclusive, has developed a system to translate the employee experience into both certification and measurable actions.
Go to Edge
Edge
The Edge Certification methodology provides global assessment and business certification for gender equality.
Go to Lenox Park Diversity Impact Score
Lenox Park Diversity Impact Score
The Lenox Park Diversity Impact Score (LPI) is the Industry's first standardized, comprehensive Diversity, Equity, and Inclusion (DEI) assessment metric which all Asset Management participants can reference, and participate in. LPI allows Limited Partners to assess their General Partners with respect to DEI across categories beyond simple percentage Ownership, expanding the scope of criteria to include granular level data around Leadership / Management, and Total Staff demographics, as well as other novel factors such as Tenure and Transparency.

Measure Promotions and Attrition by Gender and Minority Status

Track and report the gender and minority status of all promoted and departed employees for the purpose of identifying positive or negative trends, with a commitment to remediation where necessary.

Go to Affirmity
Affirmity
Affirmity provides expert analysis, consulting, training, and software to optimize affirmative action and diversity and inclusion programs. The organization can help identify, understand, and remedy adverse impact related to performance management, promotions and terminations.

Track Diversity Progress at Partner Organizations

Collect, track and report diversity metrics of funds, companies, boards and services providers with whom the organization does business.

Go to ILPA Diversity Template for GP Funds
ILPA Diversity Template for GP Funds
ILPA provides a template for LPs to track the gender and ethnic diversity of their GP teams by role in the US, Canada, United Kingdom and Australia. There is also a gender-only tracker for regions where ethnic demographic information can not be collected.
Go to Equality Group Inclusive Index Report (2025)
Equality Group Inclusive Index Report (2025)
Equality Group measures the progress of the Private Equity and Venture Capital industry's approach to Inclusivity. They have recently published their 2025 index which provides a year-on-year analysis of PE and VC organizations, scoring their EDI performance on publicly available data. It is designed to challenge PE and VC firms to be more transparent and create tangible positive changes.
Go to SEAF Gender Equality Scorecard
SEAF Gender Equality Scorecard
The SEAF Gender Equality Scorecard © (“GES ©”) is a tool SEAF uses to assess women’s economic empowerment and gender equality within individual investment opportunities and portfolio companies for SEAF funds. This rating system is structured around six gender equality vectors, including pay equity, workforce participation, leadership and governance, benefits and professional development, workplace environment, and women-powered value chains.