TIIP April 2022 Newsletter

Image source: Guian Bolisay

Where We’re Going in the Transition to System-level Investing

After seven years, TIIP has announced a leadership transition, with Founder and CEO Steve Lydenberg becoming Chairman, and President and COO Bill Burckart becoming CEO.

This announcement comes as the system-level investing industry itself is in transition, evolving from a nascent idea into a full-fledge movement of investors incorporating and mitigating systemic risks across their portfolios.

Based on their experience over the years working with, learning from and evaluating over 100 investors, Burckart and Lydenberg wrote a reflection piece for ImpactAlpha that looks back and looks forward on the state of system-level investing.

Read the article

Pensions & Investments: 6 Steps to Evaluating Systemic Risks

The institutional investment publication Pensions & Investments featured commentary from TIIP CEO Bill Burckart on how investors can respond to the growing regulatory pressure to consider systemic issues and avoid a “greenwashing” trend in the industry. Read his piece to learn the six steps investors should take to evaluate asset managers.

Join Fidelity Charitable for a Webinar on Impact Investing

Fidelity Charitable is hosting a webinar on May 18th for advisors looking to support their clients in creating greater impact through their investments and philanthropy. TIIP’s CEO Bill Burckart will join Fidelity Charitable’s Scott Nance, Vice President of Impact Investing, and Colby Bircher, Charitable Planning Consultant to offer advice and recommendations on how to leverage impact investing approaches and other impact strategies. They will also explore the findings from Fidelity Charitable’s recent trend report on impact investing.

Sign up for the webinar

Register with Discount for Total Impact Summit

Is your capital aligned with your values? Our local, national, and global economies face significant challenges and opportunities – from public health to racial equity, disruptive technology to climate action. Join TIIP’s Managing Director Monique Aiken, and other investors, financial advisors, philanthropists, and impact-aligned practitioners for the Total Impact Summit – May 16 -17 in Philadelphia – to learn, connect with peers, and take action for investing our money for the future we want to create.

Monique will be joined by Brett Wayman of Envestnet for a panel discussion on “Trends in Finance: How Systems and Platforms are Changing to Enable Better Client Relationships,” where they will discuss the disconnect between what investors value from their advisors and what advisors believe investors value.

Learn more & register at www.impactphl.org/ti22. Use promo code “TIIP” to save an additional $300 OFF standard registration.

News from the TIIP Community

Check out what’s been going on lately with members of the TIIP community:

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