Advice · Research · Implementation
For asset owners, asset managers and the consultants who support them. TIIP helps investors manage systemic risks and invest in solutions to systemic problems, through hands-on consulting, applied research and SAIL, our turnkey implementation platform.
11 years
of field-tested system-level frameworks
400+
institutions engaged through TIIP trainings and cohorts
800+
investor profiles in Cross-check
$5.5T+
of assets represented by the Handbook’s contributors
Community of practice
Cohort programs, training and convenings that bring asset owners, managers and advisors together to put system-level investing into practice.
Cohorts and training · Since 2023
Since our first cohort of 22 leading investors, TIIP has trained investors through cohorts, virtual intensives and in-person workshops. Our workshop series with PRI has run in New York, London, Sydney, Montreal, Chicago and Boston, with sessions tailored by role and organization type.
See recent workshopsCohort program · Launched 2026
Investors field-testing the Total Portfolio & Systems Intelligence framework, with Phase 1 results due April 2027.
Stay tuned for updates
Education · Since 2023
With SIPA’s Sustainable Investing Research Initiative, TIIP advances teaching, research and events on system-level investing, including a SIPA course co-taught by William Burckart and Jon Lukomnik.
About the partnershipEducation · Faculty network
With the Impact & Sustainable Finance Faculty Consortium, we share tools and classroom exercises for teaching the topic, most recently in a June 2026 session at Kellogg with faculty from NYU Wagner, Columbia SIPA and Tufts Fletcher.
About the ConsortiumAlso in the field
Podcast · With IEN
IEN’s podcast, hosted by Georges Dyer, features authors from The Handbook of System-level Investing in a dedicated series.
Knowledge hub · The Shareholder Commons
A public good facilitated by The Shareholder Commons that curates resources and convenes practitioner roundtables. Many of TIIP’s publications are in its library, and the two organizations co-hosted “System-level Investing in Action” during NYC Climate Week 2026.
Explore the Knowledge LabWhat we offer
Systemic risks such as climate change, income inequality and economic crises can’t be diversified away. We help investors manage them, and invest in solutions to them, through consulting, research and SAIL.
Advisory services for pension funds, investment managers, foundations and endowments, government agencies and industry associations on setting and implementing impact and investment goals that tackle system-level issues.
Work with us11 years of thought leadership that has helped define system-level investing: reports, investor case studies, op-eds and two books.
Browse all publicationsThe first AI platform for managing systemic risks. SAIL helps investors develop system-level strategies, run diagnostics on current practices, benchmark against 800+ investor profiles, and generate mandatory and voluntary reporting in hours rather than months.
Learn about SAILTIIP’s 6th Annual Symposium
Each year TIIP brings together leading asset owners, managers and experts to share how system-level investing works in practice. In 2027 we will deliver the Phase 1 results of the Total Portfolio & Systems Intelligence (TPSI) Project, including the field-tested TPSI framework and an overview of our three-part white paper series, with speakers from the TPSI Cohort and Advisory Group.
Space in the room is limited. More details to follow.
Featured resource
How Experts Worth Trillions of Dollars are Rethinking Investing
Jon Lukomnik (Editor) and William Burckart (Associate Editor)
Investing always evolves. The challenges of the 21st century are new, destabilizing and systemic. To maximize returns while minimizing risk, investors need to consider the interplay between their investments, the real economy, and the complex challenges of our environmental, social and financial systems. System-level investing does just that.
Research
Case studies, reports and commentary on how leading investors put system-level investing into practice.
Case study · May 2026
Case study · March 2026
Case study · January 2026
Also by TIIP
William Burckart and Steve Lydenberg
How institutions and individuals can go beyond conventional and sustainable investing to address complex problems such as income inequality and climate change on a deep, systemic level.
About the book