On July 12, 2017, The Investment Integration Project (TIIP) and the Center for Applied Research (CAR) at State Street, in conjunction with Ceres, will co-host an event that explores the intersection between efficiency and intentionality, and how the alignment of the two leads to effective investing. The event will take place at State Street Financial Center, One Lincoln Street, Floor 36, Boston, MA 02111, and will begin at 8:30am (registration opens at 8:00am) and will conclude by noon that day. A detailed agenda is included below.
More About the Event
The discussion on July 12th will build on TIIP’s previously published Tipping Points 2016: Summary of 50 Asset Owners’ and Managers’ Approaches to Investing in Global Systems and focus on its newest publication Effective Investing for the Long Term: Intentionality at Systems Levels, written by Steve Lydenberg, William Burckart, and Jessica Ziegler of TIIP. These reports examine the strategies that more and more investors are utilizing intentionally to balance efficiency in maximizing self-interested returns with maintaining the resilience of the environmental, societal, and financial systems that are the ultimate source of this wealth creation. The event will examine this new thinking as it becomes a part of the investment industry and discuss the challenges and opportunities that asset managers face when attempting to bridge the divide between portfolio decision-making and systems-level thinking.
Dr. Robert Eccles of Arabesque Partners and Mirtha D. Kastrapeli of State Street’s Center for Applied Research will also discuss the recent release of The Investing Enlightenment: How Principle and Pragmatism Can Create Sustainable Value Through ESG, which outlines a holistic model for integrating ESG considerations into investment decisions.
Panels will explore why asset owners are increasingly demanding the integration of ESG factors and are extending this interest to impact systems-level considerations.
Preliminary Meeting Agenda
|8:00-8:30am||Registration and Continental Breakfast|
|8:30-8:40am||Welcome and Introduction
|8:40-9:25am||Panel: Why Should Investors Care?
|9:25-9:35am||Overview of TIIP
|9:35-10:00am||Discussion of New Report & Key Findings
|10:00-10:45am||Panel: Implementation Challenges and Opportunities
|10:45-11:45am||Q&A with Audience|
|11:45am-12:00pm||Wrap-up and Next Steps