Asset owner demand for system-level investing grows
Last month, the Thinking Ahead Institute (TAI) published its 2024 Global Asset Owner Peer Study on best practices. Three of the top takeaways from the report:
- Geopolitical confrontation, climate change, social polarization are the top concerns of asset owners
- A record 88% of respondents now expect systemic risks will grow in incidence and size
- The main challenge for global investment organizations is managing complexity
Read the report here and the press release here.
This begs the question: What can asset owners do to manage better and address systemic risks? And how can asset managers meet growing client demand? If you’re looking for answers to these questions, please take a look at TIIP’s SAIL (the Systems Aware Investing Launchpad) platform (see section below and here). For those who have yet to become familiar with SAIL, it is more than just another enterprise management platform. This comprehensive solution equips investors with practical tools, templates, guidance, and deep research on systemic issues. With SAIL, you can implement or refine your system-level investment strategies to reduce costs, win business, preserve long-term returns, and stay informed. It’s a game-changer for investors. Contact TIIP at [email protected].
In an Investor Strategy News article about the paper entitled, “As systemic risk grows, what you don’t know can hurt you,” Roger Urwin, co-founder of the Thinking Ahead Institute, clearly articulated why we need to connect systems thinking with investing in the 21st century.
Excerpt below:
Read the full piece here.
Brian Minns, the Managing Director of Responsible Investing of University Pension Plan (UPP), shared his insights in a piece in Benefits Canada, entitled “How are stewardship guidelines helping institutional investors address systemic risks?.”
One key quote:
The full text of the article can be found here.
SIPA’s Sustainable Investing Research Initiative (SIRI) just launched two new Executive Education Academies which will include a class on system-level investing taught by TIIP’s CEO, William Burckart and the founder of Sinclair Capital, Jon Lukomnik. The Academies are:
Both Academies are designed to help inform and train corporate directors, executives, and senior managers from large financial and corporate institutions to develop and implement effective stewardship strategies to help lead their organization through these turbulent times.
Watch this space for details on TIIP’s 4th Annual Symposium on System-level Investing next April!
Want to sponsor next year’s symposium? Reach out to Monique Aiken at [email protected] to explore.
Would you like to be added to the waitlist to attend the 2025 Symposium, which will also be TIIP’s 10th Anniversary? Fill out the form below to get on the list and be the first to know the details as they crystallize.
SAIL Updates
The annual SAIL update is underway! We’re refreshing the content in the “issue agnostic” and income inequality tools and resources, and adding new ones related to climate change, racial inequity and LGBTQIA+ inequity.
Subscription rates will increase once the new content is in, so subscribe now at our summer promotional rate while you still can! Email us at [email protected] to learn more.
Ask us how to still subscribe at our pre-update promotional rate!
Want access to the just to CoPractice (which will always remain free) or receive a live demonstration? Contact TIIP at [email protected].
TIIP + Friends About Town
On Sunday, Make Justice Normal, cofounded by TIIP Managing Director, Monique Aiken, kicked off NY Climate Week with their inaugural “streetfair for good” Street Works Earth, in Jackson Heights Queens. The event combined social practice artists with climate experts to inspire action. Read more about it here in this piece on Impact Alpha. Image: “Rising Curtains” by Anjali Deshmukh and Ernest Verett.
Two weeks ago, William Burckart and Jon Lukomnik began their 4th semester of Sustainable Finance II: System-level investing at Columbia University’s Sustainable Investing Research Institute (SIRI), part of SIPA.
Up next:
William will be speaking at the PRI in Person 2024 in Toronto (October 8-10), on the panel entitled “Addressing systemic risks through stewardship.” Register here.
- The theme for PRI in Person’s 16th Annual conference is “Progressing global action on responsible investment
- Bill’s remarks will be heavily informed by three of TIIP’s publications, namely:
- “System-level Investing: Case Studies of Investors Leading the Way,” which highlights first-mover investment teams that have embraced the practices for system-level investing. More here;
- “(Re)Calibrating Feedback Loops” guides institutional investors assessing the influence of system-level investing. More here; and
- “Systemic Stewardship: Investing to Address Income Inequality,” which examines and re-defines the notion of stewardship to include the consideration of social and environmental systems alongside financial returns, and offers a six-step process for investors to tackle systemic issues. More here.
- Systems thinking emerged as a common theme at the 2023 PRI in Person gathering. TIIP CEO William Burckart penned this reflection on the conference for Impact Alpha.
To learn more about the 2024 event and register, click here.
On October 22, The BFM Fund is organizing the Black Wealth Summit in Portland, Oregon as part of their mission to close the generational wealth gap by educating Black and diverse families, founders, and business owners on wealth-building strategies.
- Speakers will include Ashli Sims, Managing Director of Build in Tulsa and Beatrice Dixon, CEO, Co-Founder, and Chief Innovation Officer of The Honey Pot Company.
Registration is available here.
William will be speaking at the GIIN Impact Forum in Amsterdam (October 23-24) on the panel entitled “Impact Measurement and Management for Diversity, Equity & Inclusion.” Register here.
- Panelists will explore how IMM can help increase participation in the financial system for people historically excluded from it. Hear how investors have utilized impact measurement and management to expand access to capital markets.
- Speakers:
- Hetal Sheth Damani, Impact Partner at Trill Impact
- William Burckart, CEO at The Investment Integration Project
- Brianna Losoya-Evora, Head of Impact Measurement and Management at Sweef Capital
- Melissa Bradley, Managing Partner at 1863 Ventures
Have questions about system-level investing? Email us at [email protected].
