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Measuring the impact of dei strategy: the case study of disability inclusion program

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Detalhes bibliográficos
Resumo:DEI strategy has become an important part of corporate policies and plans, with studies linking an effective inclusive strategy to improved financial performance and long-term value creation. This work intends to understand the DEI strategy of a specific bank in Portugal and address challenges regarding the measurement of its organizational and financial value by proposing a ROI-based framework. Additionally, this project analyzes its strategy from a financial governance perspective and applies the framework to three projects, using quantitative interview data and available documents for analysis. The analysis reveals both tangible and intangible insights used to support more efficient and strategic decision-making.
Autores principais:Cardoso, Rita Carvalho Rato
Assunto:Diversity Equity Inclusion (DEI) DEI strategy DEI impact measurement Banking sector Return on investment (ROI) Human resources Social responsibility Management Managerial accounting
Ano:2026
País:Portugal
Tipo de documento:dissertação de mestrado
Tipo de acesso:acesso embargado
Instituição associada:Universidade Nova de Lisboa
Idioma:inglês
Origem:Repositório Institucional da UNL
Descrição
Resumo:DEI strategy has become an important part of corporate policies and plans, with studies linking an effective inclusive strategy to improved financial performance and long-term value creation. This work intends to understand the DEI strategy of a specific bank in Portugal and address challenges regarding the measurement of its organizational and financial value by proposing a ROI-based framework. Additionally, this project analyzes its strategy from a financial governance perspective and applies the framework to three projects, using quantitative interview data and available documents for analysis. The analysis reveals both tangible and intangible insights used to support more efficient and strategic decision-making.