TIIP July Newsletter

TIIP announced on July 25th the launch of a new project to measure system-level progress and increase adoption of commonly accepted impact standards. This project is supported with grant funding from the Tipping Point Fund on Impact Investing (TPF), a donor collaborative developed with the mission of creating and supporting public goods that are critical to the continued growth and fidelity of the impact investing market. The TIIP project will focus on developing and promoting guidance for investors for measuring their impacts and influence on systemic risks, specifically income inequality and racial inequity.

Members of the working group guiding this effort include:

Jake Barnett, Managing Director, Sustainable Investment Solutions, Wespath Benefits and Investments
Kieron Boyle, Chief Executive, Impact Investing Institute
Vonda Brunsting, Director, Global Workers’ Capital Project, Center for Labor and A Just Economy at Harvard Law School
William Burckart, CEO, TIIP
Bob Dannhauser, Senior Advisor, SHIFT Project
Jessie Duncan, Program Officer, Tipping Point Fund on Impact Investing
Melissa Eng, Senior Advisor, TIIP
Lissa Glasgo, Independent
Emilie Goodall, Head of Stewardship, Europe, Fidelity International
Karim Harji, Programme Director, Oxford Impact Measurement Programme, Said Business School, University of Oxford
Jim Hawley, Senior ESG Advisor, FactSet
Lisa Hayles, Director, International Shareholder Advocacy, Trillium Asset Management
Kirsty Jenkinson, Investment Director, Sustainable Investment and Stewardship Strategies team, CalSTRS
Ellen Carey Maginnis, Independent
Jessica Matthews, Global Head of Sustainable Investing, JP Morgan Private Bank
Emmet McNamee, Head of Progression and Innovation, UN PRI
Luther Ragin Jr., Independent
Delilah Rothenberg, Founder and Executive Director, Pre-Distribution Initiative
Lenora Suki, Senior Advisor & Consultant, Renaissouk LLC and Chair of Working Group
Flory Wilson, Founder and CEO, Gender IDEAL
Richard Woo, Board Member, Greater Tacoma Community Foundation

Want to learn how you can support the work, apply to your own practices, and get involved? Contact TIIP at [email protected].

New Functionality Added to Benchmark, one of the 3 components of SAIL

TIIP’s SAIL platform, which is now open for subscribers (ask us about our summer promotion!), provides practical tools and guidance to implement or refine system-level investment strategies with the goal of reducing costs, winning business, preserving long-term returns, and staying informed. There are three components to SAIL, including the Benchmark database. Benchmark is a market intelligence gathering tool to advance understanding of a given investor’s system-level investing approach, their progress over time, and enable comparisons across multiple investors along practice dimensions, including both conventional and advanced system-level investing techniques.

Key features of Benchmark include:

Review Manager Profiles

When viewing an individual investor profile, you can access detailed information pertaining to that organization.

Access Investor Profile History

Track the publishing history of any given investor profile. This feature enables you to see how an organization has evolved over time.

Compare Manager Profiles

Benchmark allows you to compare different investor profiles side by side.

Learn more about Benchmark here. Want to subscribe or receive a live demonstration? Contact TIIP at [email protected]

TIIP + Friends About Town

June 22, 2023 – System-level Investing Featured at CFA Society New York’s 5th Annual Endowment and Foundation CIO Roundtable

TIIP’s Monique Aiken moderated an impassioned panel discussion featuring Rini Banerjee, Executive Director of the Jessie Smith Noyes Foundation, Bert Feuss, Senior Advisor for Community Capital Advisors and Fran Seegull, President of the U.S. Impact Investing Alliance and Executive Director of the Tipping Point Fund on Impact Investing. TIIP Advisory Council Member, Jon Lukomnik, author of the book Moving Beyond Modern Portfolio Theory, was the featured keynote speaker.

June 23, 2023 – Commonfund Institute’s Investment Stewardship Academy

TIIP’s Monique Aiken co-presented with Paris Prince, JEDI lead at Intentional Endowments Network, a session entitled “Opportunities for Impact: Investing in Racial Equity” at the Commonfund’s 20th Investment Stewardship Academy held at Yale University.

June 28, 2023 – Impact and Sustainable Finance Faculty Consortium

TIIP’s William Burckart joined a panel discussion on system-level investing at the 7th Annual Impact and Sustainable Finance Faculty Consortium hosted by Prof. Megan Kasher at Kellogg University. Lloyd Kurtz, Senior Portfolio Manager at Montecito Bank & Trust. rounded out the panel, with Prof. Caroline Flammer, founder of the Sustainable Investing Research Initiative (SIRI) at Columbia SIPA, moderating the discussion.

In the News

July 4, 2023: Racial Inequity Leads to Lost Business and Investment

In an interview with Abby Shultz of Barron’s PENTA, TIIP’s Bill Burckart discusses our recently released report “Introduction to Racial Inequity as a Systemic Risk: Why Investors Should Care and How They Can Take Action. The report, which was supported by Surdna Foundation, helps investors to identify, confront, and address their contributions to the problem. It details how the U.S. financial industry, with its more than $100 trillion in assets under management, can use system-level investing to manage the risks of racial inequity and to promote the equal distribution of resources, power, and economic opportunity across all races and ethnicities in the U.S. Read the interview and download the report.


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