Resources from the Intentional Endowments Network



Primer: Intentionally Designed Endowments 

Briefing Paper: The Business Case for ESG (2016)

Engaging Investment Managers on Proxy Voting & Other Forms of Shareholder Engagement (2016)

White Paper: Investing in Clean Energy: Campuses and Endowments (2016)

Leading Practice on Fiduciary Duties for Endowments and Foundations (2017)

Updated Regulatory Guidance on Proxy Voting and Sustainable Investment (2017)

Higher Education, Endowments & The Paris Agreement: Summary of the Intentional Endowments Network 2016 Strategic Planning Summit (2017)

Considerations for ESG Policy Development (2017)

The Paris Agreement in the Investment Policy: Sample Language for Integrating the Goals of the Paris Climate Agreement into an IPS (2017)

Hampshire College Case Study (2017)

Toolkit: How To Start And Run A Student-Managed SRI Fund (2018)

Adding Sustainable Investments to Higher Education Retirement Plans (2018)

Briefing Paper: Options for Endowment Investment in Solar Energy (2018)

Hiring an Investment Consultant: Making Your ESG Intention Actionable (2018)

Arizona State University Case Study (2018)


IEN's Expert Q&A Articles Series

The Power and Impact of Community Investing (September 2018)

Gender Lens Investing Landscape: Barriers & Opportunities (July 2018)

ESG Materiality and Shareholder Engagement...What's Next? (May 2018)


Event Resources

Visit our Past Events page for links to videos, presentations, summary reports and other resources related to intentionally designed endowments.



Investing With Purpose l by Anthony Cortese, Co-Founder and Principal, Intentional Endowments Network, NACUBO's Business Officer Magazine, March 2018

A Cooperative Path Toward Divestment l by Carl Vance, CIO, Lewis and Clark College & IEN Member, NACUBO's Business Officer Magazine, March 2018

Matching Investments to Mission l by David Ellis, CFO, Becker College & IEN Member, NACUBO's Business Officer Magazine, March 2018

"The Intentionally Designed Endowment" | by Anthony Cortese, David Dinerman, and Georges Dyer, AGB's Trusteeship Magazine, Sept/Oct, 2017

"Why Intentionally Designed Endowments Matter for Business" | by Georges Dyer, GreenBiz, March 19, 2015

"How We Created an Outside-the-Box SRI Conference" | by Barbara Simonetti, GreenBiz, June 5, 2014.


The following conceptual graph reflects where participants at intentionally designed endowment events have indicated where they felt their institution was at the time in terms of considering environmental, social, and governance criteria in their investment decision making. While this is the result of a subjective exercise, it demonstrates a clear trend that most endowments are still in the early stages and do not yet have comprehensive policy statements regarding these issues: