Effective Investing for the Long Term: Intentionality at Systems Levels

Event Overview

On July 12, 2017, The Investment Integration Project (TIIP) and the Center for Applied Research (CAR) at State Street, in conjunction with Ceres, hosted an event that explored the intersection between efficiency and intentionality, and how the alignment of the two leads to effective investing. The event took place at State Street Financial Center, One Lincoln Street, Floor 36, Boston, MA 02111A detailed agenda is included below.

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More About the Event

The discussion on July 12th built on TIIP’s previously published Tipping Points 2016: Summary of 50 Asset Owners’ and Managers’ Approaches to Investing in Global Systems and focused on its newest publication Effective Investing for the Long Term: Intentionality at Systems Levels (an exposure draft was released at the event, a final version will be released in the Fall of 2017), 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 examined 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 also discussed 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 explored 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

  • Mirtha Kastrapeli, ‎Global Head, Center for Applied Research, State Street
  • Dr. Robert Eccles, Chairman, Arabesque
8:40-9:25am Panel: Why Should Investors Care?

  • William Burckart, President and COO, TIIP (moderator)
  • Monika Freyman, CFA, Director Investor Water Initiatives, Ceres
  • Mark McDivitt, Managing Director, Head of ESG Solutions, State Street Corporation
  • Stephen Kibsey, Vice-President Emerging Risks, Caisse de dépôt et placement du Québec
  • Respondent: David Erickson, Director, Community Development, Federal Reserve Bank of San Francisco
9:25-9:35am Overview of TIIP

  • Steve Lydenberg, CFA, Founder and CEO, TIIP
9:35-10:00am Discussion of New Report & Key Findings

  • Jessica Ziegler, Associate Director of Research, TIIP
10:00-10:45am Panel: Implementation Challenges and Opportunities

  • Anna Snider, Head of Due Diligence, Global Wealth and Investment Management CIO Office, Bank of America (moderator)
  • Carole Laible, CEO, Domini Impact Investments
  • Jon Hale, Head of Sustainabilty Research, Morningstar
  • Rolf Kelly, Portfolio Manager and Managing Director, Thornburg Investment Management
  • Respondent: Michael Cappucci, Senior Vice President – Sustainable Investing, Harvard Management Company, Inc.
10:45-11:45am Q&A with Audience
11:45am-12:00pm Wrap-up and Next Steps

  • Stephanie Potter, ESG Research and COO, Center for Applied Research, State Street
  • William Burckart, President and COO, TIIP
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