What We Offer - TIIP The Investment Integration Project

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Are you ready to evolve your investing approach?

SYSTEM-LEVEL INVESTING: THE NEXT EVOLUTION OF FINANCE

In 2015, TIIP’s Steve Lydenberg and William Burckart coined the term system-level investing. Since then, TIIP has been a driving force behind this transformative approach—publishing pioneering research and supporting some of the world’s leading investors in integrating system-level strategies.

Why System-Level Investing?

System-level investing moves beyond traditional ESG and impact investing. It recognizes large-scale risks and opportunities, expands conventional investment strategies, and applies advanced techniques to foster resilient, adaptable, and healthy environmental, social, and financial systems.

Today, this approach is shaping institutional investment strategies globally. It is integral to the UN PRI’s “Progression Pathway B,” distinguishing itself from traditional ESG integration (Pathway A) and impact strategies that may or may not consider systemic effects (Pathway C). (Source: UNPRI.org, “What is system-level investing?”, October 3, 2024.)

How TIIP Can Help

TIIP is uniquely positioned to support investors in adopting system-level investing. We provide tailored guidance across three key areas.

1. Total Portfolio Activation

We help investors assess readiness and build a strong foundation for system-level investing through:

Applying the i² (Intentionality Intensity) Score Methodology: Our approach leverages our proprietary method for evaluating preparedness—identifying challenges, opportunities, and a process for deepening the integration of system-level investing.
Designing Customized Training: Our bespoke training programs for Boards, Trustees and leaderships teams deepen their understanding of system-level investing and the implications for serve to help deepen educational curation for Boards, Trustees, and leadership teams on system-level investing principles.
Supporting Governance & Oversight: Our tailored guidance helps investors establish and manage a System-Level Investing Committee (SLIC) to oversee implementation.

2. Total Portfolio Implementation

We provide practical tools and support for integrating system-level strategies into investment policies and practices, including:

SAIL (Systems Aware Investing Launchpad): A subscription to our enterprise management platform, SAIL, offers step-by-step guidance based on the six-step process from 21st Century Investing: Redirecting Financial Strategies to Drive Systems Change, the book that introduced the discipline of system-level investing.
Investment Integration: Personalized assistance in embedding system-level investing into:
- RFPs, Statements of Investment Beliefs, and asset allocation.
- Shareholder engagement, targeted investment programs, and manager selection/monitoring.
- Advanced approaches related to opportunity generation, investment enhancement, and field building.
Customized Solutions: Tailored engagement constructed for foundations, pension funds, family offices, and investment consultants, considering their priorities, capabilities, and governance structures.

2. Total Portfolio Reviews

We help investors assess and refine their investment strategies through:

Comprehensive Portfolio Analysis: Assessments use our proprietary system-level investing measurement framework.
Asset Manager Evaluations: Assessments evaluate alignment with system-level investing principles.
Benchmarking & Visibility: Optional inclusion in TIIP’s Benchmark Database—a premier, subscriber-only resource profiling leading investors in system-level investing.

Join the Leaders in System-Level Investing

Our expertise has helped inform and support the strategies of pioneering institutions, including CalSTRS, Domini Impact Investments, Saint Paul & Minnesota Foundation (SPMF), University Pension Plan (UPP), Wespath Benefits and Investments, and more.

Are you ready to evolve your investing approach?

Let’s take your policies, programs, and practices to the system level.

Email us to learn more at [email protected]