TIIP developed the Systems Aware Investing Launchpad (SAIL) as a “one-stop shop” for answers to fundamental questions, practical tools, and support for implementing system-level investing.
SAIL has four components, now with the option of AI enhancement:
- Launchpad, a plug-and-play solution investors can use to chart their course to become a system-level investor,
- Benchmark, a new data management tool for evaluating and tracking any investors’ approaches across the spectrum of investing, from conventional through system-level investing,
- Reporting, a purpose-built tool to help subscribers save time by input their data in one place to generate the reports they need to meet voluntary standards or fulfill reporting requirements for industry organizations to which they belong, and
- CoPractice, a community of practice aimed at driving broader industry transformation, and
The SAIL platform was designed to help build and refine strategies that align with your priorities and capabilities. Whether focused on one issue, or intersection thereof, with our new AI enhancements, you don’t have to start from scratch to align your approaches to the system-level.
SAIL transforms how you share information: with one click, your strategy, developed with Launchpad becomes a shareable profile in the Benchmark database where you can control exactly who sees it – all subscribers, a specific requester, or just asset owners.
SAIL’s Benchmark allows you to analyze multiple entities at once. You can compare approaches side-by-side, spot patterns across your portfolio, and make more informed decisions about who’s truly aligned with your system-level priorities. What used to require weeks or months of individual assessments can now be accomplished in a single afternoon.
The platform integrates all of your pre-existing performance data (financial, sustainability and impact) automatically, regardless of format. Upload your existing information, and the system will soon be able to create a comprehensive view of performance and progress over time.
The SAIL platform, via Benchmark, enables asset owner subscribers to collaborate more effectively. Once granted access to a manager’s profile, an asset owner will be able to share those insights with peers – creating an ecosystem of knowledge without adding reporting burden to managers.
SAIL’s Reporting component, exclusively available to Enterprise Subscribers connects with existing reporting frameworks. Complete your system-level strategy in SAIL, upload relevant background information or publications and then can auto-populate your reports from there.
Launchpad is a first-of-its-kind, AI-enhanced, web-based, plug-and-play solution that guides investors in launching or refining their system-level investing approaches.
It equips investors with the knowledge and tools to prepare to adopt system-level investing, position themselves to influence change, and pursue any number of activities to bring that change to fruition.
Launchpad lets you:
Develop a System-level Investing Strategy
SAIL’s Launchpad offers a framework for investors to decide which facet(s) of systemic issues to focus on and which tactics and strategies to deploy.
To do this, Launchpad outlines a 6-step process for investors to engage in system-level investing. It shows them how to integrate system-level investing into conventional activities like RFPs, Statements of Investment Beliefs, targeted investment programs, shareholder engagement activities, manager selection and monitoring, and more.
Complete the first draft of your Launchpad with AI to customize the TIIP drafted templates with your entity’s priorities and unique viewpoint by uploading past publications or other materials, saving you time.
Utilize Conventional Tools and Advanced Techniques
Launchpad also guides investors on how to utilize conventional investment tools and leverage advanced techniques to specifically achieve influence at a system-level and that stress:
• Collaborative action
• Building shared knowledge bases
• Setting industry standards
• Calling attention to public policy debates about governmental rules and regulations
• Creating a rising tide of investment opportunities for all investors
Set Goals, Measure and Report on System-level Progress
The Set Goals and Evaluate Results section of Launchpad, for example, walk investors through measuring and reporting on how they, individually or collectively, are achieving system-level influence when they help to alter the paradigms (prevailing norms, standards, and structures) of environment, social, or financial systems. Generating system-level influence is as important as having an impact individually or aligning that impact with broader environmental or social goals; it is the foundation upon which investors can base consistent, system-wide influence over time and protect the ability of their funds to generate returns in the long term.
The Reporting tool saves time for Enterprise Subscribers.
The Reporting tool increases interoperability by allowing those investors who are adherents of multiple membership organizations with reporting requirements each using their own template or framework, or those who have signed on to voluntary disclosure regimes, to complete their system-level investing strategy in SAIL, upload other relevant background information or publications, including past reports, which the AI will then use to auto-populate for download the latest round of reports required.
TIIP’s Community of Practice (CoPractice) provides *the* clearinghouse of information and support related to system-level investing.
It helps investors to:
- Establish a shared vision of system-level investing and engagement
- Identify system-level investing examples
- Provide periodic assessments of where the investor community is in terms of knowledge base, collaboration, and differences in engagement versus investment strategies
- Discuss gaps/hurdles that can be addressed through TIIP and other providers of resources, insights, and support
- Identify key events and developments that investors can prepare for to elevate system-level investing
- Avoid working at cross-purposes
The CoPractice also provides a forum for connecting investors with their peers to exchange ideas, lessons learned and raise issues and questions via:
- Dedicated Slack Community: The real-time messaging app offers a forum for like-minded professionals interested in system-level investing to find and share resources one-on-one, in a closed group, or to the entire community through curated “channels”
- Convenings: Opportunities for subscribers to attend events hosted by others in the CoPractice as well as publicize relevant gatherings with this community
- Learning Labs: Virtual and in-person, interactive education and training sessions focused on pre-determined system-level topics that include sequential, reinforcing segments: topic overview, facilitated breakout discussions, ‘report out’ of discussion insights, and group Q&A
