Save the Date for TIIP‘s 6th Annual Symposium
TIIP‘s 6th Annual Symposium on System-level Investing will be held on April 14, 2027.
This past April, TIIP launched the Total Portfolio & Systems Intelligence (TPSI) Project at the Symposium, and in April 2027 we will deliver the results of Phase 1.
We will share overviews of the 3-part series of white papers we plan to publish in the months ahead as well as the field-tested TPSI framework, engineered to give investors decision-useful intelligence about both their exposure to systemic risk and their influence on the systems their portfolios depend on. The Symposium will also feature speakers from the TPSI Cohort and Advisory Group, whose firms are profiled in the Case Studies (Part III).
Mark your calendars now, and watch this space for more details to follow in the months ahead. As in past years, space will be limited for in-person attendance, but those who cannot be accommodated in the room will be able to follow along virtually.
See you there!
On the Radar
September 9, 2026 – Future of Finance Podcast, Capital Market Assumptions & System Level Investing, with Scott Kalb & William Burckart
This episode is part of an ongoing Systeml-level Investing series, featuring the chapter authors of The Handbook of Systeml-level Investing. Most capital market assumptions used across the investment industry are built almost entirely on historical data, which is a methodology that’s worked for decades but may be reaching its limits as climate change reshapes long-term economic trends.
Host Georges Dyer is joined by Scott Kalb, former CIO and Deputy CEO of the Korea Investment Corporation and now Director of the Responsible Asset Allocator Initiative at Tufts University’s Fletcher School, along with William Burckart, CEO of The Investment Integration Project and an associate editor of the Handbook.
They dig into Chapter 14, co-authored by Kalb and Paul O’Brien (Wyoming Retirement System board; former Deputy CIO of the Abu Dhabi Investment Authority). This chapter is built around one foundational question for institutional investors: do your capital market assumptions account for systemic risk?
Click here to give it a listen.
September 17, 2026 – Not Just AI and Climate—Inequality Also an ‘Existential’ Threat That Demands Global Cooperation: UN Chief
Ahead of the UN General Assembly’s high-level week, Secretary-General António Guterres warned that alongside the climate emergency and runaway AI, “the intolerable deepening of inequalities” is an existential threat that leaders must address.
TIIP has long held the view that extreme wealth concentration erodes the consumer demand, social stability, and institutional trust that market returns depend on, making inequality, in turn, a systemic, non-diversifiable risk. Guterres’ point that climate, inequality, and international cooperation are inseparable reinforces the case for investors to address these risks as one interconnected system, using their capital and influence to strengthen it.
Read the full piece here.
September 22, 2026 – Future of Finance Podcast, How to Work with Your Consultant on System-level Issues with Max Messervy
This episode is part of an ongoing System-level Investing series, featuring the chapter authors of The Handbook of System-level Investing.
Host Georges Dyer is joined by Max Messervy, founder of Oakledge Advisors and former Head of Sustainable Investment, Americas at Mercer.
They dig into Chapter 12, “How to Work with Your Consultant on System-level Issues,” authored by Messervy. This chapter is built around one foundational question for institutional investors: is your consultant relationship actually structured to serve your interests, or theirs?
Listen to the podcast here.
September 30, 2026 – Future of Finance Podcast, Different Organizations, Different Leverage Points with John Hoeppner
This episode is part of the ongoing System-Level Investing series, produced alongside The Handbook of System-Level Investing.
A trillion-dollar index manager and a $15 billion family office can both practice system-level stewardship, but the leverage points, and the duties behind them, are not the same.
Host Georges Dyer is joined by John Hoeppner, Head of Strategic Relationships & Active Ownership at Builders Vision, who previously led U.S. stewardship and sustainable investment at Legal & General Investment Management America (LGIM America). Hoeppner is the author of Chapter 5, “Different Organizations, Different Leverage Points,” in The Handbook of System-Level Investing, edited by Jon Lukomnik and William Burckart. The chapter asks a foundational question: does system-level stewardship look different depending on whether you represent thousands of index fund clients or a single family’s mission, and if so, what does each seat actually make possible?
Check out the full episode here.
What’s New With SAIL?
Last month, we rolled out a new look, but that’s not all we’ve updated.
Launchpad, Reporting and Rework results now save to your local document library, so you can revisit, refine, and reuse them over time.
Now live!
Launchpad: faster onboadng, now with Diagnostics.
Our AI-enhanced, guided tool helps you develop or refine your system-level investing strategy, customized to the documents you upload.
Cross-check (formerly Benchmark)
Compare the approaches of 800+ investors to impact, sustainable, and responsible investing across 20+ themes, alongside TIIP‘s rubric for assessing influence.
Rework: now live
Quickly fill out questionnaires, or rewrite policies and other documents with new risks and current events as context.
Coming soon!
Dashboard: see your entire portfolio‘s real-world influence
Dashboard assesses your whole portfolio—across every asset class and manager—and classifies holdings as system stabilizers or destabilizers across 12 dimensions. Move from company to sector to real-economy views, then create committee-ready reports in one click. Available soon for pre-order.
Dashboard will be an optional add-on to the Basic SAIL Subscription (Launchpad, Cross-check, Reporting, and Rework). Bundled pricing for all five components will be available for new subscribers.
Also, Diagnostics and Playbooks are available!
On your behalf, the TIIP team can now run diagnostics on any element of your practice you’d like to assess across the 6 steps outlined in Launchpad. If you’d like a playbook for taking a specific practice, such as stewardship or portfolio construction, to the system level, we can develop one. Or, if you’re thinking through what to do about a specific systemic risk or how to deploy capital in a specific geographic area, we can help with that, too.
- Do you need direct guidance on incorporating total portfolio thinking? Here is our suite of services:
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- Total Portfolio Activation: Assess your readiness for system-level investing and create a go-forward plan
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- Total Portfolio Implementation: TIIP provides practical tools and support for integrating system-level strategies into your policies, programs and practices
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- Total Portfolio Review: Helps investors assess and refine their investment strategies with a systems lens. Many of these assessments have been released publicly in whole or in part as case studies on an investor’s journey
- Do you need a playbook on how to extend a tool to the system-level, address a systemic risk or constellation of risks, or deploy capital in a specific geography?
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- The Organization-wide System-level Investing Playbook is for the investor ready to align their entire portfolio with long-term systemic outcomes
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- The Systemic Stewardship Playbook is for those ready to take their stewardship efforts to the system-level
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- The Asset Class Specific Playbook is for investors seeking a sharper strategy that reflects the unique utility of particular asset classes to contend with a specific systemic risk, or intersection of risks
- Issue Specific Playbooks for a Targeted Geography are for those navigating a pressing issue area — or a tangle of converging risks. We diagnose the systemic dynamics at play in your priority geographic area (whether local, national, regional or global) and deliver actionable guidance tailored to you
- Capital Needs Assessment is for investors or coalitions with a stake in a specific place. We assess the capital gaps in the priority geography — city, state , region, country or area — and build a playbook for deploying capital where and how it’s needed most
👉 Click here to schedule a demo of SAIL or time to explore the other options listed above or email us at [email protected].
Join the Leaders in System-Level Investing
Our expertise has helped inform and support the strategies of pioneering institutions, including CalSTRS, Domini Impact Investments, the Surdna Foundation, University Pension Plan (UPP), Wespath Benefits and Investments, and more.
Are you ready to evolve your investing approach? Together, let’s take your policies, programs, and practices to the system level.
Follow us on LinkedIn to keep up with the latest TIIP news and find out how to join the system-level investing movement. Have questions about system-level investing? Email us at [email protected].
