??? Just under a month to go until TIIP - The Investment Integration Project's 10-year anniversary celebration and 4th Annual Symposium on System-level Investing on April 8, 2025. As systemic risks grow increasingly complex and interconnected, the need for a cohesive, forward-thinking investment response has never been more urgent. The?4th Annual Symposium on System-Level Investing, co-hosted by?The Investment Integration Project (TIIP), the Principles for Responsible Investment, and the U.S. Impact Investing Alliance, with sponsorship from the High Meadows Institute and Omidyar Network, is the premier forum for institutional investors seeking to integrate system-level principles into their policies, programs, and practices. ? Register here: https://lnkd.in/eN5XNCWE ?? Spotlight: CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM(CalSTRS) At our upcoming Symposium on April 8th in a session entitled,?“Leveraging Scale for System-level Progressâ€,?we will explore CalSTRS's field leading journey in system-level investing. Speakers will discuss key initiatives, including the Sustainable Investment & Stewardship Strategies Program, the Low-Carbon Transition Workplan, and active corporate engagement efforts.? The session will highlight how CalSTRS leverages its scale and influence to drive system-level change, align investments with long-term sustainability, and advocate for stronger market transparency and governance. ?? Keynote: David Erickson, Federal Reserve Bank of New York During this opening keynote,?David Erickson, Senior Vice President and Head of Outreach and Education, Federal Reserve?Bank of New York?will provide an overview of the Making Missing Markets Initiative, and how system-level investing is pivotal to making a missing market that involves working within existing ecosystems and/or creating new ones to accomplish the following: connect new sources of capital to community needs; scale existing sources of capital to meet a community need; and/or connect previously unlinked buyers and sellers so that they can work together to finance solutions that create value and wealth, all in the service of creating an economy that works for all. ?? Expert View: Fiduciary Duty with Tiffany R. Reeves, Faegre Drinker Much of the world’s investment capital is managed by fiduciaries—individuals responsible for making investment decisions on behalf of others while focusing on the best interests of the beneficiaries. These fiduciaries must adhere to strict ethical and legal standards, limiting their ability to invest based solely on personal preferences. The same principles apply to system-level investing. In this session,?Tiffany Reeves, Partner at Faegre Drinker, will explore the fiduciary duties that govern system-level investors and their decision-making responsibilities. ? Register here today! https://lnkd.in/eN5XNCWE cc: William Burckart, Monique Aiken, Melissa Eng, Jessica Ziegler, Laura Wells
关于我们
The aim of The Investment Integration Project (TIIP) is to help asset owners and managers better understand how systemic frameworks can be enhanced in order to fortify investments; communicate with corporations and other entities providing investment opportunities to further align their policies and practices with the maintenance of healthy systems; and work with peers to enhance the integrity of the financial community and encourage disclosure of social and environmental data relevant to investment issues.
- 网站
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https://TIIProject.com
TIIP - The Investment Integration Project的外部链接
- 所属行业
- 金èžæœåŠ¡
- 规模
- 2-10 人
- 总部
- New York，NY
- 类型
- ç§äººæŒè‚¡
- 创立
- 2015
地点
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主è¦
获å–路线
5 Union Sq W
1256
US，NY，New York，10003
TIIP - The Investment Integration Project员工
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William Burckart
Chief Executive Officer @ The Investment Integration Project | Adjunct Professor @ Columbia University
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Laura Wells
The Acting Secretary
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Kilian Moote
Corporate and Investor ESG Advisor | MBA, Impact Investing, ESG, Strategic Leadership
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Aghnia Dima
ESG, Climate Finance, Gender Equality, Sustainable Investment | Formerly @ VC & UN | GRI Certified Professional | Global Energy Fellow
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? Starting the countdown to TIIP - The Investment Integration Project's 10-year anniversary celebration and 4th Annual Symposium on System-level Investing on April 8, 2025. As systemic risks grow increasingly complex and interconnected, the need for a cohesive, forward-thinking investment response has never been more urgent. The?4th Annual Symposium on System-Level Investing, co-hosted by?The Investment Integration Project (TIIP), the Principles for Responsible Investment, and the U.S. Impact Investing Alliance, with sponsorship from the?High Meadows Institute, is the premier forum for institutional investors seeking to integrate system-level principles into their policies, programs, and practices. ? Register here: https://lnkd.in/eN5XNCWE This year’s symposium builds on previous conversations by focusing on?practical implementation—offering investors the tools, frameworks, and insights necessary to navigate evolving risks and capitalize on new opportunities. Through?compelling case studies, expert panels, and interactive discussions, participants will explore aligning investment strategies with fiduciary responsibilities while actively addressing systemic challenges. Below we spotlight two pivotal sessions: ?? Rockefeller Brothers Fund (RBF) In a session entitled,?"Mission-Aligned Investing for Systems Change",?we will hear from leaders of the Rockefeller Brothers Fund’s?10-year journey to align its $1.4 billion endowment?with its mission of contributing to a more just, sustainable, and peaceful world. Symposium attendees will hear about how the RBF leverages investment policies and active ownership, together with grantmaking, to?influence systems?and its?role in fostering collaboration?within the philanthropic and financial sectors. ?? Nippon Life Insurance Company/日本生命ä¿é™ºç›¸äº’会社 We are honored to welcome?Takeshi Kimura,?Special Adviser to the Board at Nippon Life Insurance and Board Director at the PRI,?for a?fireside chat?on?system-level risk and long-term value creation. As a?longstanding advocate of system-level investing, Kimura-san will share: - How Nippon Life views?system-level risk?and integrates it into investment decision-making, - The company’s identity as a?“future makerâ€, shaping its policies, programs, and investment approach, and -Perspectives on how responsible investors should navigate today’s inflationary environment through a systems-thinking lens. In addition, we previously featured Kimura-san’s?co-authored blog post?with?Nathan Fabian, PRI’s Chief Sustainable Systems Officer,?titled?“Why System-Level Thinking is Required of Responsible Investors in an Inflationary Environmentâ€?in our?October 2024 newsletter: https://lnkd.in/ebW22Gu6 cc: William Burckart, Monique Aiken, Melissa Eng, Jessica Ziegler, Laura Wells
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TIIP - The Investment Integration Project's 10-year anniversary celebration and 4th Annual Symposium on System-level Investing will be held on April 8, 2025. The event, co-hosted by TIIP, the Principles for Responsible Investment (PRI), and the U.S. Impact Investing Alliance, and sponsored by the High Meadows Institute, serves as the premier platform for asset owners, managers, trustees, and institutional leaders to exchange actionable strategies for embedding system-level investing principles into practice. We'll be announcing the first round of speakers soon. ? Register here today! https://lnkd.in/eN5XNCWE ??? As systemic risks become increasingly complex and interconnected, the demand for a unified, forward-thinking investment response has reached a critical juncture. ??? The event will be hybrid, in-person and on Zoom, space is limited -- register today! cc: William Burckart, Monique Aiken, Melissa Eng, Jessica Ziegler, Laura Wells
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? Don't wait, the window to apply for our 6th investor cohort, being conducted to advance the "Making Missing Markets" initiative, hosted by the Federal Reserve Bank of New York closes on February 21st. ?? This groundbreaking initiative redefines investing by addressing systemic risks and fostering resilient, long-term financial systems. ? ????The free 9-month investor cohort program starts in March 2025, and will meet once per month. The program offers: ??Exclusive training on system-level strategies ??Tools to integrate systemic thinking into policies and practices ??Collaborative workshops with leaders in sustainable finance ? ?? Find more details here:?https://lnkd.in/e9tH9hsk ? Interested participants can fill out this form by February 21st to apply:?https://lnkd.in/et4MwbK5 #SystemLevelInvesting #systemicrisk #uncertainty #complexity #impinv #fiduciaryduty cc: William Burckart, Monique Aiken, Melissa Eng, Jessica Ziegler, Laura Wells
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?? TIIP - The Investment Integration Project's 10-year anniversary celebration and 4th Annual Symposium on System-level Investing will be held on April 8, 2025.? ??? As systemic risks become increasingly complex and interconnected, the demand for a unified, forward-thinking investment response has reached a critical juncture. ?? Our?4th Annual Symposium on System-Level Investing, co-hosted by TIIP, the Principles for Responsible Investment (PRI), and the U.S. Impact Investing Alliance, and sponsored by the High Meadows Institute, serves as the premier platform for asset owners, managers, trustees, and institutional leaders to exchange actionable strategies for embedding system-level investing principles into practice. ??? The event will be hybrid, in-person and on Zoom, though space is limited. ? Register here today! https://lnkd.in/eN5XNCWE cc: William Burckart, Monique Aiken, Melissa Eng, Jessica Ziegler, Laura Wells
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?? TIIP's 10-year anniversary celebration and 4th Annual Symposium on System-level Investing will be held on April 8, 2025. ?? As systemic risks become increasingly complex and interconnected, the demand for a unified, forward-thinking investment response has reached a critical juncture. The?4th Annual Symposium on System-Level Investing, co-hosted by TIIP - The Investment Integration Project, the Principles for Responsible Investment (PRI), and the U.S. Impact Investing Alliance, and sponsored by the High Meadows Institute, serves as the premier platform for asset owners, managers, trustees, and institutional leaders to exchange actionable strategies for embedding system-level investing principles into practice. Register here: https://lnkd.in/eN5XNCWE cc: William Burckart, Monique Aiken, Melissa Eng, Jessica Ziegler, Laura Wells
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Chief Executive Officer @ The Investment Integration Project | Adjunct Professor @ Columbia University
S5:E2 of Columbia | SIPA's graduate course on?#SystemLevelInvesting?is in the books! For this session, Jon Lukomnik, our TA Tarunya Reddy, and I drew extensively from Jon’s book with James Hawley,?"Moving Beyond Modern Portfolio Theory: Investing That Matters."?Alongside?"21st Century Investing: Redirecting Financial Strategies to Drive Systems Change,"?which I co-authored with Steve Lydenberg, these books form the foundation of our course. Together, they explore the why, what, and how of system-level investing. From the syllabus: Modern Portfolio Theory (MPT) has fundamentally shaped how money is managed today—powering everything from mutual funds and ETFs to index funds. It’s embedded in regulation, taught as the dominant investment framework, and widely adopted across the industry. However, MPT has?critical blind spots?that demand attention. While MPT focuses on portfolio construction and relative returns (e.g., “Did you beat the benchmark?â€),?system-level investing?shifts the focus to absolute returns, recognizing that the health of capital markets as a whole outweighs any single investor’s ability to mitigate risk through security selection alone. This approach inherently leads investors toward sustainability, as long-term financial success depends on thriving environmental, social, and economic systems. Ironically, MPT’s widespread success has reinforced the very need for system-level thinking by increasing universal ownership and diversified portfolios. This week, we were joined by?Adam Connaker, Director of Impact Investing at the?Surdna Foundation, who shared how Surdna is one of the early leaders in this shift in investment strategy. Aligning its century-long mission with policies that address systemic environmental and social challenges, Adam detailed how Surdna—via core programs on Inclusive Economies, Sustainable Environments, and Thriving Cultures—integrates impact-driven policies with financial prudence, breaks down systemic barriers, and builds strategic partnerships for a more equitable and sustainable future. ???Want to learn more about system-level investing? Check the comments for details on: ?? Columbia | SIPA's?Sustainable Investing Research Initiative (SIRI)?executive education programs ?? TIIP’s?next investor cohort program?& executive education opportunities ?? Registration for TIIP's?10-year anniversary celebration & 4th Annual Symposium on System-Level Investing?on April 8, 2025 #ImpactInvesting #SustainableInvesting #Investing
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Chief Executive Officer @ The Investment Integration Project | Adjunct Professor @ Columbia University
Season 5 of Columbia | SIPA's Graduate Course on #SystemLevelInvesting is officially underway! Jon Lukomnik and I spent the "off-season" revamping the curriculum, integrating the latest thinking, adding new case studies, and—admittedly—trying not to panic about the course being oversubscribed. In addition,?Tarunya Reddy?is joining as the Teaching Assistant for this season, continuing the tradition of former students returning to coach and guide the next cohort. [Editor’s Note: Yes, I’ve somehow turned to using sports metaphors. If you know me, you’ll understand this is surprising—most of the time, when someone (particularly my American football-obsessed mom) mentions “the big game,†my response is, “Tell me more about this sports ball you’re referring to.â€] About the Course: System-level investing explores the interplay between investments, the real economy, and the complex challenges facing our environmental, social, and financial systems. This course equips students with: ?? The finance theory underpinning system-level investing ??Tools to manage system-level rewards and risks ??Strategies to integrate this approach into modern investing practices Throughout the semester we’ll also spotlight notable investors leading the charge in this space, many of whom will join us as guest speakers. This season’s lineup includes Adam Connaker?(Director of Impact Investing, Surdna Foundation), Rodney Foxworth?(CEO & Co-Founder, Worthmore), Cambria Allen Ratzlaff?(Chief Responsible Investment Ecosystems Officer, UN-supported Principles for Responsible Investment), Beth Young?(Consultant, CGSS-Corporate Governance and Sustainable Strategies LLC), with more to be announced! For professionals interested in system-level investing, here are some additional opportunities: ? The Federal Reserve Bank of New York's Making Missing Markets Initiative. In partnership with the Fed of NY, TIIP - The Investment Integration Project is launching its next investor cohort program—a 9-month learning journey designed to develop tools, case studies, and actionable strategies to tackle systemic environmental and social issues. Initial partner networks include the PRI, For the Long Term (FTLT), Manley Consulting Group (led by Renaye Manley, MBA), and the Interfaith Center on Corporate Responsibility (ICCR). Learn more and apply here:?https://lnkd.in/eek_3J7U ? Columbia | SIPA's Sustainable Investing Research Initiative (SIRI). SIRI is offering two groundbreaking courses, including the Sustainable Finance Stewardship Academy (SFSA), which helps investors elevate stewardship and investment practices to the system-level (co-taught by Jon and me); and the Sustainable Business Stewardship Academy (SBSA), which helps align corporate social, environmental, and policy initiatives with business strategy (co-taught by Caroline Flammer and Dylan Minor, PhD MS). Learn more:?https://lnkd.in/esezjHUy #impactinvesting #sustainableinvesting #investing
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In the latest episode of the Sustainability in Motion podcast, hosts Matt Orsagh and Maria Maisuradze, CFA, FSA Credential Holder engage in an insightful discussion with William Burckart, CEO of TIIP - The Investment Integration Project. The conversation explores the transformative concept of systems-level investing, a forward-thinking approach that integrates financial, social, environmental, and economic systems to address systemic risks such as climate change, inequality, and #resourcescarcity. Key takeaways: ?? What is systems-level investing? A transformative approach to managing risks and returns by addressing systemic challenges like climate change, inequality, and social instability at their root causes. ?? Intergenerational risk: Why institutional investors must think beyond quarterly returns to ensure long-term resilience and sustainability. ?? Actionable insights: How asset owners and managers can measure progress, align investments with systemic goals, and drive real-world change. ?? Practical steps: Learn how to integrate systems thinking into investment decisions and overcome challenges in engaging stakeholders and leadership teams. This episode is a must-listen for sustainability professionals, investors, and leaders seeking to align financial performance with environmental and social progress. ?? Tune in now to your favorite platform: Apple Podcast: https://lnkd.in/g6AfZKTB Spotify: https://lnkd.in/gs3D285Y #SustainabilityInMotion #SystemsThinking #ESG #ImpactInvesting #SustainabilityLeadership #CorporateResponsibility #LongTermThinking
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Looking forward to moderating this conversation with Antonio Rodriguez, CFA, CIPM, Claudia Herbert Colfer, Hamoda Youssef and Mary Luévano at the International WELL Building Institute (IWBI)'s Social Sustainability Summit in New York City on Friday! Click here to learn more about the Summit: https://lnkd.in/eehaEMW6 And if you'd like to join us there and see what all the buzz is about, use the code "SUPPORTING"?to get 10% off your registration here: https://lnkd.in/e2JjZvXm #WELL2024 #WeAreWELL cc: MINJIA YANG
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