Filter:

Press Release: Founding Members of the Intentional Endowm...

Nearly 80 colleges and universities, foundations, investment firms, and non-profits make up the Founding Members of the Intentional Endowments Network (IEN). After an 18-month pilot phase of building this peer-network and learning community, the launch of a more formal membership program represents an exciting milestone for the initiative. The list of members is available here.  Please read the press release, and share this exciting news!     

Read More


Michael Porter TED Talk: Why Business Can be Good at Solv...

In this TED Talk, Michael Porter, a professor at Harvard Business School, makes a case for letting businesses work to solve massive problems like climate change and access to water. Why? Because when business solves a problem, it makes a profit -- which lets that solution grow.      

Read More


Harish Manwani TED Talk: Profit's Not Always the Point

In this TED Talk, Harish Manwani, COO of Unilever, makes a passionate argument that including value, purpose and sustainability in top-level decision-making is not just savvy, it's the only way to run a 21st century business responsibly.  

Read More


Christine Bader TED Talk: The Evolution of a Corporate Id...

Christine Bader, Amazon's Director of Social Responsibility, discusses how we need to re-frame the conversation surrounding the alignment of business interests and social good. By focusing on where some have failed, she offers advice on how others can succeed.       

Read More


Chris McKnett TED Talk: The Investment Logic for Sustaina...

Sustainability is the defining challenge of our time; but what groups can really drive the kind of progress needed? Chris McKnett makes the case that it's large institutional investors. He shows how strong financial data isn't enough, and reveals why investors need to look at a company's environmental, social and governance structures, too.          

Read More


Audrey Choi TED Talk: Prioritizing Investing for Social C...

Can global capital markets become catalysts for social change? According to Audrey Choi, CEO of Morgan Stanley’s Institute for Sustainable Investing, almost half of global capital is owned by individuals and that gives them the power to make a difference by investing in companies that champion social values.      

Read More


2016 Proxy Season Brings Opportunity to Accelerate Corpor...

Concerned About Climate and other Environmental Risks? 2016 Proxy Season Brings Opportunity to Accelerate Corporate Sustainability Progress By Stuart Dalheim As we turn the corner into 2016, our attention turns to the upcoming elections.  No, I am not referring to the elections for public office that already dominate the airwaves (though they are important too), but the opportunity investors have to participate in shareholder democracy by voting proxies during corporate annual general meetings. Springtime marks the height of the proxy season, which means investors can use their position as owners to vote on slates of corporate directors, make their voices heard about executive compensation packages, and cast ballots on a wide range of social and environmental shareholder proposals. Investors are...

Read More


Anthony Cortese's Peer Discussion after AASHE 2015

After the 2015 AASHE conference, First American Education Finance hosted a peer discussion, led by IEN's Principal Anthony Cortese. There were 40 attendees from higher education. The full video of this discussion can be found below. 

Read More


Application of Fiduciary Duty to Sustainable Investment Practices Susan N. Gary, University of Oregon School of Law, Keith L. Johnson, Reinhart Boerner Van Deuren s.c., Megan K. Jackson, Reinhart Boerner Van Deuren s.c. (November, 2015)   Trustees and directors who manage funds as fiduciaries have to consider their duties of loyalty and care when they create investment policies or make investment decisions. Two recent statements, one from the Internal Revenue Service (the “IRS”) and one from the Federal Department of Labor (the “DOL”), provide guidance on the fiduciary rules, and confirm that fiduciaries can consider material environmental, social and governance (“ESG”) factors as part of an investment strategy that combines ESG factors with traditional financial tools. Trustees and directors who oversee...

Read More


Fiduciary Duty is Not an Obstacle to Addressing ESG

By Sonal Mahida, Senior Consultant, U.S. Strategic Projects, PRI   Intro Outdated interpretations and limited understandings of materiality have led to the misconception that addressing environmental, social and governance (ESG) factors falls outside the scope of fiduciary duty.  As a result, incompatibility with fiduciary duty has often been given as a reason by asset managers and advisers for not incorporating ESG factors into the investment decision-making process.  A recent Principles for Responsible Investment (PRI) report “Fiduciary Duty in the 21st Century,” published along with UNEPFI, UNEP Inquiry and the UN Global Compact, looked  at fiduciary duty across eight markets--US, Canada, UK, Germany, Brazil, Australia, Japan and South Africa--and found that for asset owners, fiduciary duty is not an obstacle to action....

Read More


Fiduciary Duty is Not an Obstacle to Addressing ESG

By Sonal Mahida, Senior Consultant, U.S. Strategic Projects, PRI   Intro Outdated interpretations and limited understandings of materiality have led to the misconception that addressing environmental, social and governance (ESG) factors falls outside the scope of fiduciary duty.  As a result, incompatibility with fiduciary duty has often been given as a reason by asset managers and advisers for not incorporating ESG factors into the investment decision-making process.  A recent Principles for Responsible Investment (PRI) report “Fiduciary Duty in the 21st Century,” published along with UNEPFI, UNEP Inquiry and the UN Global Compact, looked  at fiduciary duty across eight markets--US, Canada, UK, Germany, Brazil, Australia, Japan and South Africa--and found that for asset owners, fiduciary duty is not an obstacle to action....

Read More


Application of Fiduciary Duty to Sustainable Investment Practices Susan N. Gary, University of Oregon School of Law, Keith L. Johnson, Reinhart Boerner Van Deuren s.c., Megan K. Jackson, Reinhart Boerner Van Deuren s.c. (November, 2015)   Trustees and directors who manage funds as fiduciaries have to consider their duties of loyalty and care when they create investment policies or make investment decisions. Two recent statements, one from the Internal Revenue Service (the “IRS”) and one from the Federal Department of Labor (the “DOL”), provide guidance on the fiduciary rules, and confirm that fiduciaries can consider material environmental, social and governance (“ESG”) factors as part of an investment strategy that combines ESG factors with traditional financial tools. Trustees and directors who oversee...

Read More


Anthony Cortese's Peer Discussion after AASHE 2015

After the 2015 AASHE conference, First American Education Finance hosted a peer discussion, led by IEN's Principal Anthony Cortese. There were 40 attendees from higher education. The full video of this discussion can be found below. 

Read More


2016 Proxy Season Brings Opportunity to Accelerate Corpor...

Concerned About Climate and other Environmental Risks? 2016 Proxy Season Brings Opportunity to Accelerate Corporate Sustainability Progress By Stuart Dalheim As we turn the corner into 2016, our attention turns to the upcoming elections.  No, I am not referring to the elections for public office that already dominate the airwaves (though they are important too), but the opportunity investors have to participate in shareholder democracy by voting proxies during corporate annual general meetings. Springtime marks the height of the proxy season, which means investors can use their position as owners to vote on slates of corporate directors, make their voices heard about executive compensation packages, and cast ballots on a wide range of social and environmental shareholder proposals. Investors are...

Read More


Audrey Choi TED Talk: Prioritizing Investing for Social C...

Can global capital markets become catalysts for social change? According to Audrey Choi, CEO of Morgan Stanley’s Institute for Sustainable Investing, almost half of global capital is owned by individuals and that gives them the power to make a difference by investing in companies that champion social values.      

Read More


Chris McKnett TED Talk: The Investment Logic for Sustaina...

Sustainability is the defining challenge of our time; but what groups can really drive the kind of progress needed? Chris McKnett makes the case that it's large institutional investors. He shows how strong financial data isn't enough, and reveals why investors need to look at a company's environmental, social and governance structures, too.          

Read More


Christine Bader TED Talk: The Evolution of a Corporate Id...

Christine Bader, Amazon's Director of Social Responsibility, discusses how we need to re-frame the conversation surrounding the alignment of business interests and social good. By focusing on where some have failed, she offers advice on how others can succeed.       

Read More


Harish Manwani TED Talk: Profit's Not Always the Point

In this TED Talk, Harish Manwani, COO of Unilever, makes a passionate argument that including value, purpose and sustainability in top-level decision-making is not just savvy, it's the only way to run a 21st century business responsibly.  

Read More


Michael Porter TED Talk: Why Business Can be Good at Solv...

In this TED Talk, Michael Porter, a professor at Harvard Business School, makes a case for letting businesses work to solve massive problems like climate change and access to water. Why? Because when business solves a problem, it makes a profit -- which lets that solution grow.      

Read More


Press Release: Founding Members of the Intentional Endowm...

Nearly 80 colleges and universities, foundations, investment firms, and non-profits make up the Founding Members of the Intentional Endowments Network (IEN). After an 18-month pilot phase of building this peer-network and learning community, the launch of a more formal membership program represents an exciting milestone for the initiative. The list of members is available here.  Please read the press release, and share this exciting news!     

Read More


Application of Fiduciary Duty to Sustainable Investment Practices Susan N. Gary, University of Oregon School of Law, Keith L. Johnson, Reinhart Boerner Van Deuren s.c., Megan K. Jackson, Reinhart Boerner Van Deuren s.c. (November, 2015)   Trustees and directors who manage funds as fiduciaries have to consider their duties of loyalty and care when they create investment policies or make investment decisions. Two recent statements, one from the Internal Revenue Service (the “IRS”) and one from the Federal Department of Labor (the “DOL”), provide guidance on the fiduciary rules, and confirm that fiduciaries can consider material environmental, social and governance (“ESG”) factors as part of an investment strategy that combines ESG factors with traditional financial tools. Trustees and directors who oversee...

Read More


2016 Proxy Season Brings Opportunity to Accelerate Corpor...

Concerned About Climate and other Environmental Risks? 2016 Proxy Season Brings Opportunity to Accelerate Corporate Sustainability Progress By Stuart Dalheim As we turn the corner into 2016, our attention turns to the upcoming elections.  No, I am not referring to the elections for public office that already dominate the airwaves (though they are important too), but the opportunity investors have to participate in shareholder democracy by voting proxies during corporate annual general meetings. Springtime marks the height of the proxy season, which means investors can use their position as owners to vote on slates of corporate directors, make their voices heard about executive compensation packages, and cast ballots on a wide range of social and environmental shareholder proposals. Investors are...

Read More


Anthony Cortese's Peer Discussion after AASHE 2015

After the 2015 AASHE conference, First American Education Finance hosted a peer discussion, led by IEN's Principal Anthony Cortese. There were 40 attendees from higher education. The full video of this discussion can be found below. 

Read More


Audrey Choi TED Talk: Prioritizing Investing for Social C...

Can global capital markets become catalysts for social change? According to Audrey Choi, CEO of Morgan Stanley’s Institute for Sustainable Investing, almost half of global capital is owned by individuals and that gives them the power to make a difference by investing in companies that champion social values.      

Read More


Chris McKnett TED Talk: The Investment Logic for Sustaina...

Sustainability is the defining challenge of our time; but what groups can really drive the kind of progress needed? Chris McKnett makes the case that it's large institutional investors. He shows how strong financial data isn't enough, and reveals why investors need to look at a company's environmental, social and governance structures, too.          

Read More


Christine Bader TED Talk: The Evolution of a Corporate Id...

Christine Bader, Amazon's Director of Social Responsibility, discusses how we need to re-frame the conversation surrounding the alignment of business interests and social good. By focusing on where some have failed, she offers advice on how others can succeed.       

Read More


Fiduciary Duty is Not an Obstacle to Addressing ESG

By Sonal Mahida, Senior Consultant, U.S. Strategic Projects, PRI   Intro Outdated interpretations and limited understandings of materiality have led to the misconception that addressing environmental, social and governance (ESG) factors falls outside the scope of fiduciary duty.  As a result, incompatibility with fiduciary duty has often been given as a reason by asset managers and advisers for not incorporating ESG factors into the investment decision-making process.  A recent Principles for Responsible Investment (PRI) report “Fiduciary Duty in the 21st Century,” published along with UNEPFI, UNEP Inquiry and the UN Global Compact, looked  at fiduciary duty across eight markets--US, Canada, UK, Germany, Brazil, Australia, Japan and South Africa--and found that for asset owners, fiduciary duty is not an obstacle to action....

Read More


Harish Manwani TED Talk: Profit's Not Always the Point

In this TED Talk, Harish Manwani, COO of Unilever, makes a passionate argument that including value, purpose and sustainability in top-level decision-making is not just savvy, it's the only way to run a 21st century business responsibly.  

Read More


Michael Porter TED Talk: Why Business Can be Good at Solv...

In this TED Talk, Michael Porter, a professor at Harvard Business School, makes a case for letting businesses work to solve massive problems like climate change and access to water. Why? Because when business solves a problem, it makes a profit -- which lets that solution grow.      

Read More


Press Release: Founding Members of the Intentional Endowm...

Nearly 80 colleges and universities, foundations, investment firms, and non-profits make up the Founding Members of the Intentional Endowments Network (IEN). After an 18-month pilot phase of building this peer-network and learning community, the launch of a more formal membership program represents an exciting milestone for the initiative. The list of members is available here.  Please read the press release, and share this exciting news!     

Read More


Get up to date IEN News

Sign up for our Newsletters