State of the Industry
What Markets Miss
William Burckart, TIIP
How system-level investing has moved from an emerging idea to an operating imperative, and how to turn ambition into repeatable governance and portfolio-wide decisions.
Annual Symposium on System-level Investing
Where investors share how system-level investing works in practice.
Each spring, TIIP and its co-hosts bring together asset owners, asset managers, fiduciaries, foundations and field-builders for a working day on system-level investing. Our 6th Annual Symposium 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.
Save the date · 6th Annual Symposium
April 14
2027
Space in the room is limited. Those who can't be accommodated in person can follow along virtually.
5th Annual Symposium · April 14, 2026
From Ambition to Action: session recordings
There is no single model of system-level investing. The 2026 program explored how pension funds, asset managers, foundations, faith-based investors and long-horizon asset owners each use different leverage points, through contrasting viewpoints, candid case studies, fiduciary analysis and tool launches.
Co-hosted by TIIP, the U.S. Impact Investing Alliance, the Intentional Endowments Network, the Interfaith Center on Corporate Responsibility, the Principles for Responsible Investment and For the Long Term. Sponsored by the Center for Monitored and Ethical Investment and Domini Impact Investments, with media partners Pensions & Investments and Chief Investment Officer.
Fiduciary Duty in Focus
Applying Fiduciary Duties to System-level Investing
Maurits Dolmans, Cleary Gottlieb, and George Suttles, Commonfund Institute
Why prudence today must account for foreseeable, material systemic risks, and why system-level investing is a necessary evolution of fiduciary duty.
Researcher's View
Reframing Financial Markets Through a Systems Lens
Genevieve Hayman, CFA Institute Research and Policy Center
Tools from complex systems science, including agent-based modeling and network theory, and how they improve systemic risk analysis and portfolio construction.
Book Launch
The Handbook of System-level Investing
Jon Lukomnik and William Burckart, moderated by Tynesia Boyea-Robinson, CapEQ
The Handbook's editors on why it is arriving now, and how system-level investing has moved from theory to practice.
Dialogue
Field Building for System-level Influence
Cambria Allen-Ratzlaff (PRI), Fran Seegull (USIIA), Georges Dyer (IEN) and Josh Zinner (ICCR), moderated by Chavon Sutton, Cambridge Associates
How investors shape shared norms, information flows and policy environments, and why working with peers is essential for risks no investor can manage alone.
Case Study
Aligning Ideas, Institutions, and Practice in System-level Investing
Takeshi Kimura, Nippon Life Insurance and PRI
A universal owner's view of why a compelling idea has been slow to become consistent practice, and what that says about where the field is today.
Case Study
Different Organizations, Different Leverage Points
John Hoeppner, Builders Vision
Why system-level investing can't be reduced to one playbook, and why tools, capital and culture must match each organization's role.
Case Study
Lessons Learned from a Decade of Implementation
Carole Laible, Domini Impact Investments
A candid account of the detours, trade-offs and lessons from managing forest assets as a complex systems challenge.
More recordings from the 5th Annual Symposium are being released in our monthly newsletters. Find them all in News & Insights.
Past Symposiums
Highlights from earlier years
2025
From Vision to Action Using a Total Portfolio Approach
Co-hosted by TIIP, the Principles for Responsible Investment and the U.S. Impact Investing Alliance, and sponsored by the High Meadows Institute and Omidyar Network, with media partner Chief Investment Officer. The day marked TIIP's 10-year anniversary, saw the launch of SAIL 2.0, and introduced the System-level Investing Awards.
Changemaker
Erika Seth Davies
Catalyst
Takeshi Kimura
Visionary
Steve Lydenberg
- Inaugural System-level Investing Awards: the three award videosApril 2025 newsletter →
- Opening remarks from TIIP CEO William BurckartMay 2025 newsletter →
- Leveraging Scale for System-level Progress, with CalSTRSWatch the video →
- Celebrating TIIP founder Steve Lydenberg, Visionary AwardOctober 2025 newsletter →
- Expert view on fiduciary duty, with Tiffany Reeves of Faegre DrinkerDecember 2025 newsletter →
- Global Perspective, Japan: fireside chat with Takeshi KimuraJanuary 2026 newsletter →
2024
Aligning Investor Policies, Programs and Practices to the System-level
Co-hosted by TIIP, the U.S. Impact Investing Alliance and the Principles for Responsible Investment, and sponsored by Domini Impact Investments, Orrick and the High Meadows Institute. More than 2,000 people from 23 countries registered for the hybrid gathering, which featured 30 speakers from asset owners, asset managers and academia.
- Recap and highlight reel of the dayApril 2024 newsletter →
- The program and opening panelRead the post →
- SpeakersRead the post →
Join us on April 14, 2027
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