How Do we Know IT When We See IT?



Location: essex



Moderator: Jackie VanderBrug, US Trust, Bank of America Global Wealth

Conversation Starters:

Amy Clarke, Tribe Impact Capital

Emilie Goodall, FMO

Mari Kogiso, The Sasakawa Peace Foundation

Session Description:

The explosion of interest in gender lens investing has resulted in a set of new tools, metrics, and certifications. Fantastic as this is, it can be overwhelming to new entrants and risks redundant work. We’ll review the current and expanding landscape to create a map that enables investors to efficiently navigate to those that match their needs.


IDB Invest: WEP Tool

V4W: Business First SME tool

SEAF: Gender Equality Scorecard

MEDA: Gender Equality Mainstreaming (GEM) Framework


Duke University: gender lens investing training course available March 2019

Calvert: open source Gender Equity Underwriting Framework

Equileap: ratings of public companies on 19 gender metrics

EDGE: Certification

Gender Equity Now: certification for private companies – “a B-Lab for gender”



Equilo (App)

Tribe Impact Capital

…many more resources were mentioned, these are just a few


Jackie VanderBrug

Jackie VanderBrug

Amy Clarke

Amy Clarke

Emilie Goodall

Emilie Goodall

Mari Kogiso

Mari Kogiso

Jackie VanderBrug is a managing director and investment strategist for the Chief Investment Office (CIO) within Global Wealth & Investment Management (GWIM), a division of Bank of America Corporation, which...

...includes Merrill Lynch Wealth Management and U.S. Trust, Bank of America Private Wealth Management. In this role, she is responsible for defining and executing investment strategies focusing on Impact Investing initiatives across all asset classes. She is a regular contributor of the Impactonomics publications with topics on sustainability, millennials and corporate strategy that align with investment strategies for high net worth individuals, families and foundations. She speaks frequently, representing GWIM CIO at conferences including the Nantucket Project, Clinton Global Initiative, Aspen Ideas Festival, and FT for Good. Prior to joining U.S. Trust, Jackie was managing director at Criterion Ventures, a hybrid consulting firm where she worked with high net worth individuals and large non-profits on impact strategies and led the development of the field of Gender Lens Investing; she also led the Business Development of the start-up team at iBasis; and, co-founded WORK IN PROGRESS, a non-profit social enterprise focused on career development for underprivileged youth. She started her career as an domestic policy analyst for the U.S. Congress and as a strategy consultant for Fortune 500 firms. Jackie received her M.B.A from the Ross School of Business at the University of Michigan and her B.S. in Mathematics from Calvin College. Jackie is an Aspen Institute First Mover Fellow and serves on the Board of the Trustees of the Donations. She also serves on the board of directors for US SIF (The Forum for Sustainable and Responsible Investment). She co-authored the 2016 book Gender Lens Investing: Uncovering Opportunities for Growth, Returns, and Impact.

Amy Clarke is Co-Founder of Tribe Impact Capital, an award-winning impact wealth management firm and B Corps dedicated in its entirety to advising and managing private and institutional wealth for financial return, values alignment and positive impact. Amy has...

...over 24 years' experience in sustainable business, social capital management, and impact advisory and investing in consultancy, charity and industry. She has held several senior positions heading up sustainability and corporate responsibility teams at Bank of America Merrill Lynch and Microsoft as well as the Private Client practice at CAF. Additionally, Amy sits on the boards of The Blue Cross (one of Britain's oldest animal welfare charities) and Big Issue Invest (the impact investing arm of The Big Issue Group).

Emilie Goodall joined FMO’s Strategy department in 2017 to lead the formulation of the bank’s development impact and sustainability policies, and the evaluation of its results. Previously, as Director, Impact+ at Bridges Fund Management, Emilie supported...

...the selection of and engagement with portfolio companies and conducted global research and advisory projects. She has 15 years direct experience in impact management and investing, including leading the Development Fund at the pioneering social investor CAF Venturesome and as Head of Implementation Support at the UN Principles for Responsible Investment. She currently sits on the Steering Committee of the DFI Gender Finance Collaborative.

Mari Kogiso is Director of the Gender Innovation and Investment Division of the Sasakawa Peace Foundation. She led the development of the Asia Women Impact Fund in 2017 to promote impact investing and support women entrepreneurs in Asia. Prior to joining Sasakawa, Mari was...

...a Japan representative for the Dalberg Development Advisors Japan and extensively worked with private sector corporations on issues related to inclusive business, public private partnership, and CSR. She also held several senior positions at the World Bank Group. She worked on infrastructure development, capital market development, and on project finance. Most recent position she held was the Representative for Multilateral Investment Guarantee Agency (MIGA) in Tokyo. Mari holds a BA in Economics from Tokyo University and a MA from the Fletcher School, Tufts University. She was a member of the G8 Social Impact Investment Task Force in Japan and also served as an expert advisor on JICA’s Overseas Investment Review Committee.