SELI-GLI Assessment (SFI))
type: Vocabulary
type: Ontology
type: ConceptScheme
imports: cids.owl
creator: ac
date: 2026-02-24
version info: 1.0
preferred label: Évaluation IOES-IOG (IFS) @fr
title: SELI-GLI Assessment (SFI)
description: Social Equity and Gender-Lens Investment Assessment for Social Finance Intermediaries
description: Évaluation des Investissements selon une Optique d'Équité Sociale et de Genre pour les Intermédiaires en Finance Sociale @fr

SELI-GLI Assessment (SFI)
type: Theme
type: Concept
has name: SELI-GLI Assessment (SFI)
preferred label: Évaluation IOES-IOG (IFS) @fr
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

Portfolio Alignment
type: Outcome
type: Concept
has name: Portfolio Alignment
preferred label: Alignement du portefeuille @fr
for theme: SELI-GLI Assessment (SFI)
has indicator: Is your investment thesis or are your financial products designed to support equity-deserving groups and promote social equity?
has indicator: Investment thesis or/and financial products of the Social Finance Intermediary are designed to target initiatives advancing gender equality and the well-being of women and gender diverse people.
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

Leadership
type: Outcome
type: Concept
has name: Leadership
for theme: SELI-GLI Assessment (SFI)
has indicator: Indicator3SFI
has indicator: Indicator4SFI
has indicator: Do you provide formal or/and informal ways for the communities you are targeting in your investment activities to participate in your leadership and decision-making?
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

Organizational Culture and Practices
type: Outcome
type: Concept
has name: Organizational Culture and Practices
preferred label: Culture et pratiques organisationnelles @fr
for theme: SELI-GLI Assessment (SFI)
has indicator: Have you built meaningful social equity practices within your internal organizational culture?
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

Investment Cycle
type: Outcome
type: Concept
has name: Investment Cycle
preferred label: Cycle d'investissement @fr
for theme: SELI-GLI Assessment (SFI)
has indicator: Have you built deal sourcing and due diligence practices which ensure inclusivity, transparency, and address barriers for equity-deserving groups?
has indicator: Have you built a two-way feedback process with successful and unsuccessful investees to demonstrate community accountability?
has indicator: Have you built in supports for capacity building and knowledge exchange to advance social equity and gender equality in the wider ecosystem?
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

Indigenous Reconciliation
type: Outcome
type: Concept
has name: Indigenous Reconciliation
preferred label: Réconciliation avec les Peuples Autochtones @fr
for theme: SELI-GLI Assessment (SFI)
has indicator: How do you advance Indigenous Reconciliation within your work? (Not for assessment as part of SELI/GLI Thresholds)
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

Aggregate SELI and GLI classification
type: Outcome
type: Concept
has name: Aggregate SELI and GLI classification
preferred label: Classification globale SELI et GLI @fr
for theme: SELI-GLI Assessment (SFI)
has indicator: Social Equity Lens Investment Assessment
has indicator: Gender Lens Investment Assessment
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

Is your investment thesis or are your financial products designed to support equity-deserving groups and promote social equity?
type: Indicator
type: Concept
has name: Is your investment thesis or are your financial products designed to support equity-deserving groups and promote social equity?
preferred label: Votre thèse d'investissement ou vos produits financiers sont-ils conçus pour soutenir les groupes méritant l'équité et promouvoir l'équité sociale ? @fr
has description: Investment thesis or/and financial products of the Social Finance Intermediary are designed to target initiatives advancing social equity and the well-being of equity-deserving groups.
definition: Investment thesis or/and financial products of the Social Finance Intermediary are designed to target initiatives advancing social equity and the well-being of equity-deserving groups.
definition: La thèse d'investissement et/ou les produits financiers de l'intermédiaire en finance sociale sont conçus pour cibler des initiatives visant à promouvoir l'équité sociale et le bien-être des groupes méritant l'équité. @fr
for outcome: Portfolio Alignment
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

Investment thesis or/and financial products of the Social Finance Intermediary are designed to target initiatives advancing gender equality and the well-being of women and gender diverse people.
type: Indicator
type: Concept
has name: Investment thesis or/and financial products of the Social Finance Intermediary are designed to target initiatives advancing gender equality and the well-being of women and gender diverse people.
preferred label: La thèse d'investissement et/ou les produits financiers de l'intermédiaire en finance sociale sont conçus pour cibler des initiatives visant à promouvoir l'égalité des genres et le bien-être des femmes et des personnes de diverses identités de genre. @fr
has description: Investment thesis or/and financial products of the Social Finance Intermediary are designed to target initiatives advancing gender equality and the well-being of women and gender diverse people.
definition: Investment thesis or/and financial products of the Social Finance Intermediary are designed to target initiatives advancing gender equality and the well-being of women and gender diverse people.
definition: La thèse d'investissement et/ou les produits financiers de l'intermédiaire en finance sociale sont conçus pour cibler des initiatives visant à promouvoir l'égalité des genres et le bien-être des femmes et des personnes de diverses identités de genre. @fr
for outcome: Portfolio Alignment
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

Indicator3SFI
type: Indicator
type: Concept
has name: Does your leadership (i.e. senior management and governance bodies) include at least 50% of women and gender diverse people, who come from diverse backgrounds (e.g. age, race, geographic location, etc.)?
preferred label: Does your leadership (i.e. senior management and governance bodies) include at least 50% of women and gender diverse people, who come from diverse backgrounds (e.g. age, race, geographic location, etc.)?
preferred label: Votre leadership (c'est-à-dire la direction et les instances de gouvernance) comprend-il au moins 50 % de femmes et de personnes de diverses identités de genre, issues de milieux divers (p. ex. âge, race, lieu géographique, etc.) ? @fr
has description: Leadership of the Social Finance Intermediary is representative of equity-deserving groups.
definition: Leadership of the Social Finance Intermediary is representative of equity-deserving groups.
definition: Le leadership de l'intermédiaire en finance sociale est représentatif des groupes méritant l'équité. @fr
for outcome: Leadership
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

Indicator4SFI
type: Indicator
type: Concept
has name: Does your leadership (i.e. senior management and governance bodies) include at least 50% of women and gender diverse people, who come from diverse backgrounds (e.g. age, race, geographic location, etc.)?
preferred label: Does your leadership (i.e. senior management and governance bodies) include at least 50% of women and gender diverse people, who come from diverse backgrounds (e.g. age, race, geographic location, etc.)?
preferred label: Votre leadership (c'est-à-dire la direction et les instances de gouvernance) comprend-il au moins 50 % de femmes et de personnes de diverses identités de genre, issues de milieux divers (p. ex. âge, race, lieu géographique, etc.) ? @fr
has description: Leadership of the Social Finance Intermediary is representative of women and/or gender-diverse people.
definition: Leadership of the Social Finance Intermediary is representative of women and/or gender-diverse people.
definition: Le leadership de l'intermédiaire en finance sociale est représentatif des femmes et/ou des personnes de diverses identités de genre. @fr
for outcome: Leadership
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

Do you provide formal or/and informal ways for the communities you are targeting in your investment activities to participate in your leadership and decision-making?
type: Indicator
type: Concept
has name: Do you provide formal or/and informal ways for the communities you are targeting in your investment activities to participate in your leadership and decision-making?
preferred label: Offrez-vous aux communautés que vous ciblez dans vos activités d'investissement des moyens formels ou informels de participer à votre leadership et à votre prise de décision ? @fr
has description: Community engagement and relationship-building is valued and included in the leadership or/and decision-making mechanisms of the Social Finance Intermediary. The Social Finance Intermediary strives for transparent and participatory decision-making processes and values the lived experience of target investees from equity-deserving groups.
definition: Community engagement and relationship-building is valued and included in the leadership or/and decision-making mechanisms of the Social Finance Intermediary. The Social Finance Intermediary strives for transparent and participatory decision-making processes and values the lived experience of target investees from equity-deserving groups.
definition: L'engagement communautaire et l'établissement de relations sont valorisés et intégrés dans les mécanismes de leadership et/ou de prise de décision de l'intermédiaire en finance sociale. L'intermédiaire vise des processus de prise de décision transparents et participatifs et valorise l'expérience vécue des investis ciblés issus des groupes méritant l'équité. @fr
for outcome: Leadership
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

Have you built meaningful social equity practices within your internal organizational culture?
type: Indicator
type: Concept
has name: Have you built meaningful social equity practices within your internal organizational culture?
preferred label: Avez-vous mis en place des pratiques d'équité sociale significatives au sein de votre culture organisationnelle ? @fr
has description: The Social Finance Intermediary meaningfully integrates social equity practices in its internal organizational culture.
definition: The Social Finance Intermediary meaningfully integrates social equity practices in its internal organizational culture.
definition: L'intermédiaire en finance sociale intègre activement des pratiques d'équité sociale dans sa culture organisationnelle interne. @fr
for outcome: Organizational Culture and Practices
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

Have you built deal sourcing and due diligence practices which ensure inclusivity, transparency, and address barriers for equity-deserving groups?
type: Indicator
type: Concept
has name: Have you built deal sourcing and due diligence practices which ensure inclusivity, transparency, and address barriers for equity-deserving groups?
preferred label: Avez-vous mis en place des pratiques de sourçage et de diligence raisonnable qui assurent l'inclusivité, la transparence et qui réduisent les obstacles pour les groupes méritant l'équité ? @fr
has description: Deal sourcing and due diligence are conducted using inclusive and transparent practices, while recognizing power dynamics in the flow of social finance capital.
definition: Deal sourcing and due diligence are conducted using inclusive and transparent practices, while recognizing power dynamics in the flow of social finance capital.
definition: Le sourçage des transactions et la diligence raisonnable sont menés selon des pratiques inclusives et transparentes, tout en tenant compte des dynamiques de pouvoir dans le flux de capital de finance sociale. @fr
for outcome: Investment Cycle
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

Have you built a two-way feedback process with successful and unsuccessful investees to demonstrate community accountability?
type: Indicator
type: Concept
has name: Have you built a two-way feedback process with successful and unsuccessful investees to demonstrate community accountability?
preferred label: Avez-vous mis en place un processus de rétroaction bidirectionnel avec les investis ayant réussi ou échoué pour démontrer l'obligation de rendre des comptes envers la communauté ? @fr
has description: The Social Finance Intermediary demonstrates community accountability and builds a two-way feedback process with both successful and unsuccessful social purpose organizations.
definition: The Social Finance Intermediary demonstrates community accountability and builds a two-way feedback process with both successful and unsuccessful social purpose organizations.
definition: L'intermédiaire en finance sociale démontre une obligation de rendre des comptes envers la communauté et met en place un processus de rétroaction bidirectionnel avec les organismes à vocation sociale ayant réussi ou échoué. @fr
for outcome: Investment Cycle
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

Have you built in supports for capacity building and knowledge exchange to advance social equity and gender equality in the wider ecosystem?
type: Indicator
type: Concept
has name: Have you built in supports for capacity building and knowledge exchange to advance social equity and gender equality in the wider ecosystem?
preferred label: Avez-vous mis en place des mesures de soutien au renforcement des capacités et à l'échange de connaissances pour faire progresser l'équité sociale et l'égalité des genres dans l'écosystème élargi ? @fr
has description: The Social Finance Intermediary demonstrates progress towards supporting capacity building and knowledge exchange efforts in social equity and/or gender equality practices in social finance.
definition: The Social Finance Intermediary demonstrates progress towards supporting capacity building and knowledge exchange efforts in social equity and/or gender equality practices in social finance.
definition: L'intermédiaire en finance sociale démontre des progrès dans le soutien au renforcement des capacités et à l'échange de connaissances en matière d'équité sociale et/ou d'égalité des genres dans la finance sociale. @fr
for outcome: Investment Cycle
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

How do you advance Indigenous Reconciliation within your work? (Not for assessment as part of SELI/GLI Thresholds)
type: Indicator
type: Concept
has name: How do you advance Indigenous Reconciliation within your work? (Not for assessment as part of SELI/GLI Thresholds)
preferred label: Comment votre organisation fait-elle progresser la Réconciliation avec les Peuples Autochtones dans le cadre de son travail ? (Non évalué dans le cadre des seuils de l'IOES et de l'IOG) @fr
has description: How do you advance Indigenous Reconciliation within your work? Not for assessment as part of SELI/GLI Thresholds.
definition: How do you advance Indigenous Reconciliation within your work? Not for assessment as part of SELI/GLI Thresholds.
definition: Comment votre organisation fait-elle progresser la Réconciliation avec les Peuples Autochtones dans le cadre de son travail ? Non évalué dans le cadre des seuils de l'IOES et de l'IOG. @fr
for outcome: Indigenous Reconciliation
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

Social Equity Lens Investment Assessment
type: Indicator
type: Concept
has name: Social Equity Lens Investment Assessment
preferred label: Évaluation de l'investissement dans une Optique d'Équité Sociale @fr
for outcome: Aggregate SELI and GLI classification
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))

Gender Lens Investment Assessment
type: Indicator
type: Concept
has name: Gender Lens Investment Assessment
preferred label: Évaluation de l'Investissement dans une Optique de Genre @fr
for outcome: Aggregate SELI and GLI classification
for organization: esdc
defined by: esdc
has specification: SELI-GLI Assessment (SFI))
in scheme: SELI-GLI Assessment (SFI))