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Weekly News Round-Up: January 5th, 2018

    Weekly News Round-Up: January 5th, 2018 Dear {{ recipient.first_name_or_friend }},  Happy New Year! Below please find news highlights from the past few weeks. You may notice the new format for the news round-up, as we are now using our email system instead of the listserv for these weekly updates. We hope you like it; please send any feedback you may have.  (The listserv is still active for asking questions and interactive dialogue amongst the IEN community). And, if you haven't already, don't forget to register for the 2018 Higher Education Climate Leadership Summit, Feb. 4-6 in Tempe, AZ!  Have a great weekend, Nicole Program ManagerThe Intentional Endowments Network   Sustainable Investing at Endowments & Foundations  UNC Asheville Looks For Help With...

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Weekly News Round-Up: December 22nd, 2017

Upcoming Events IEN Session + Workshop at the 2018 Foundation Leadership Forum l AGB, January 21-23, 2018, Los Angeles, CA IEN Principal, Tony Cortese will be leading sessions examining mission-aligned investing, and a post-conference peer learning workshop going deeper into all aspects of aligning ESG goals to the foundation’s mission while meeting the financial and advancement requirements of each institution. Webinar: The Investor Case for Human Rights | Intentional Endowments Network, January 24th, 2018, 1:00 p.m. ET In this webinar, participants will hear from Josh Zinner, CEO of The Interfaith Center on Corporate Responsibility (ICCR), David Schilling, Senior Program Director at ICCR, and Julie Tanner, Assistant Director of Socially Responsible Investing at Christian Brothers Investment Services, and an ICCR Board Member. They will discuss the potential for investor work on human...

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Weekly News Round-Up: December 15th, 2017

Upcoming Events IEN Session + Workshop at the 2018 Foundation Leadership Forum l AGB, January 21-23, 2018, Los Angeles, CA IEN Principal, Tony Cortese will be leading sessions examining mission-aligned investing, and a post-conference peer learning workshop going deeper into all aspects of aligning ESG goals to the foundation’s mission while meeting the financial and advancement requirements of each institution. Winter Innovation Summit l Sorenson Impact, January 24-26, 2018, Salt Lake City, UT The Winter Innovation Summit is the premier cross-industry event in social impact, innovation, and investing. This year’s Summit will bring together policymakers, funders, nonprofits, and social entrepreneurs to explore the future of social innovation across the globe. Join us for the latest breakthroughs in social impact, innovation, and investing; ski the greatest snow...

Read More


Weekly News Round-Up: December 8th, 2017

Upcoming Events   Webinar: Understanding & Applying Evidence on the Financial Performance of Impact Investments l The Global Impact Investing Network (GIIN), December 12, 2017, 10:30 - 11:30 EST  As institutional investors, among others, begin to explore opportunities in impact investing, they often question the ability of impact investments to generate strong financial returns. On this webinar, co-hosted by the GIIN Research Team and the GIIN Initiative for Institutional Impact Investment, participants will hear key findings from a new report, GIIN Perspectives: Evidence on the Financial Performance of Impact Investments, which synthesizes available data across asset classes, namely private equity, private debt, and real assets, and individual portfolios to address this knowledge gap. Speakers will discuss the implications of this body of...

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Weekly News Round-Up: December 1st, 2017

New IEN Member Klavens Law Group Upcoming Events Sustainable Food Systems: Investment Risks & Opportunities l FAIRR Initiative, December 7, 2017, 4:15-5:45pm, New York, NY The food system is under increasing pressure due to population increases and demographic shifts. Rising demand for meat is linked to a range of investment risks from deforestation, water and air pollution, to cancer, antibiotic resistance and obesity. The event will be a forum for investors to understand and discuss strategies to address the material risks and opportunities presented by protein production, and to share questions with experts in the field.    RI Americas 2017 l Responsible Investor, December 6-7, 2017, New York, NY The topics and themes for the RI Americas 2017 agenda are based around demonstrating sustainability risk and return implications for investors in...

Read More


Weekly News Round-Up: November 17, 2017

New Reports   Hampshire College Case Study l Intentional Endowments Network  We are pleased to share with you our new case study on Hampshire College’s journey in considering social responsibility, sustainability, and institutional mission in its endowment investing. As many schools and nonprofits grapple with these issues, or face scrutiny from stakeholders, this case study offers details on how Hampshire College undertook ESG criteria and aligning with mission. Read the press release outlining the report, and access the full report here. Responding to Resistance l Farm Animal Investment Risk and Return (FAIRR) Initiative The FAIRR Initiative has just launched a new report titled Responding to Resistance which includes an update on our collaborative investor engagement, the FAIRRGlobal Investor Antibiotics Statement and Best Practice Guidance for Producers and Purchasers. The report...

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Weekly News Round-Up: November 10th, 2017

Upcoming Events   Sustainable Investing Seminar l CFA Society Boston, November 13th, Boston, MA Investing for Impact Symposium l High Water Women, November 30, 2017, New York, NY 2018 Higher Education Climate Leadership Summit l Second Nature & The Intentional Endowments Network, February 4-6, 2018, Phoenix, AZ       New Reports AASHE Sustainable Campus Index 2017 l The Association for the Advancement of Sustainability in Higher Education The 2017 Sustainable Campus Index recognizes top-performing colleges and universities overall by institution type and in 17 sustainability impact areas, as measured by the Sustainability Tracking, Assessment & Rating System (STARS). The Index also highlights innovative and high-impact initiatives from institutions that submitted STARS reports in the 12 months prior to July 1, 2017. Of note, the top 5 performers in...

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Weekly News Round-Up: November 3rd, 2017

Upcoming Events   Endowment and Foundation Forum 2017 l Opal Group, November 6-7, 2017, Boston, MA Celebrating Sustainability: A Leadership Networking Event l Natixis Global Asset Management, November 9, 2017, Boston, MA Sustainable Investing Seminar l CFA Society Boston, November 13th, Boston, MA Investing for Impact Symposium l High Water Women, November 30, 2017, New York, NY 2018 Higher Education Climate Leadership Summit l Second Nature & The Intentional Endowments Network, February 4-6, 2018, Phoenix, AZ       Sustainable, Responsible & Impact Investing Aligning Investment Strategy with Institutional Mission l AGB Many foundation investment committees and boards are being asked to meet the financial needs of their respective institutions through investment strategies that also align with their environmental, social, and governance (ESG) goals. A recent Trusteeship article by trustees and the leaders of the Intentional Endowments Network explores these ideas. AGB’s 2018 Foundation Leadership Forum will tackle this...

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Weekly News Round-Up: October 27th, 2017

Upcoming Events The SRI Conference l November 1-3, 2017, San Diego, CA   Sustainable Investing Seminar l CFA Society Boston, November 13th, Boston, MA Investing for Impact Symposium l High Water Women, November 30, 2017, New York, NY 2018 Higher Education Climate Leadership Summit l Second Nature & The Intentional Endowments Network, February 4-6, 2018, Phoenix, AZ   IEN in the News   The Intentionally Designed Endowment l AGB Trusteeship Magazine Written by IEN Executive Committee member, David Dinerman (Hampshire College), Tony Cortese (Green Mountain College, IEN), and Georges Dyer (IEN), this piece highlights the importance and trends of aligning endowment investing with the mission and goals of higher education institutions and considering material ESG factors. It explores some of the challenges and opportunities of doing so, provides...

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Weekly News Round-Up: October 20th, 2017

Upcoming Events The Oekom Impact Study 2017 and How to Measure Impact in Publicly Traded Investments l oekom, October 24, 2017, 8:00 - 10:30, New York, NY This event will focus on the oekom Impact Study 2017 and the opportunities that exist in assessing impact in investment portfolios, and is free to attend. Webinar: Path to Value Forum: Finding the Signal in the Noise l High Meadows Institute, October 24th, 2017, 12:00 - 1:00 p.m. EDT Forest Resilience Bond Investor Roundtable l Blue Forest Conservation, Encourage Capital, Rockefeller Foundation, & WRI, October 30, 2017, New York, NY The SRI Conference l November 1-3, 2017, San Diego, CA   The Case for Social Progress l Breckinridge Capital Advisors & Social Progress Imperative, November 1, 2017, San Francisco, CA...

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Weekly News Round-Up: October 20th, 2017

Upcoming Events The Oekom Impact Study 2017 and How to Measure Impact in Publicly Traded Investments l oekom, October 24, 2017, 8:00 - 10:30, New York, NY This event will focus on the oekom Impact Study 2017 and the opportunities that exist in assessing impact in investment portfolios, and is free to attend. Webinar: Path to Value Forum: Finding the Signal in the Noise l High Meadows Institute, October 24th, 2017, 12:00 - 1:00 p.m. EDT Forest Resilience Bond Investor Roundtable l Blue Forest Conservation, Encourage Capital, Rockefeller Foundation, & WRI, October 30, 2017, New York, NY The SRI Conference l November 1-3, 2017, San Diego, CA   The Case for Social Progress l Breckinridge Capital Advisors & Social Progress Imperative, November 1, 2017, San Francisco, CA...

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Weekly News Round-Up: October 27th, 2017

Upcoming Events The SRI Conference l November 1-3, 2017, San Diego, CA   Sustainable Investing Seminar l CFA Society Boston, November 13th, Boston, MA Investing for Impact Symposium l High Water Women, November 30, 2017, New York, NY 2018 Higher Education Climate Leadership Summit l Second Nature & The Intentional Endowments Network, February 4-6, 2018, Phoenix, AZ   IEN in the News   The Intentionally Designed Endowment l AGB Trusteeship Magazine Written by IEN Executive Committee member, David Dinerman (Hampshire College), Tony Cortese (Green Mountain College, IEN), and Georges Dyer (IEN), this piece highlights the importance and trends of aligning endowment investing with the mission and goals of higher education institutions and considering material ESG factors. It explores some of the challenges and opportunities of doing so, provides...

Read More


Weekly News Round-Up: November 3rd, 2017

Upcoming Events   Endowment and Foundation Forum 2017 l Opal Group, November 6-7, 2017, Boston, MA Celebrating Sustainability: A Leadership Networking Event l Natixis Global Asset Management, November 9, 2017, Boston, MA Sustainable Investing Seminar l CFA Society Boston, November 13th, Boston, MA Investing for Impact Symposium l High Water Women, November 30, 2017, New York, NY 2018 Higher Education Climate Leadership Summit l Second Nature & The Intentional Endowments Network, February 4-6, 2018, Phoenix, AZ       Sustainable, Responsible & Impact Investing Aligning Investment Strategy with Institutional Mission l AGB Many foundation investment committees and boards are being asked to meet the financial needs of their respective institutions through investment strategies that also align with their environmental, social, and governance (ESG) goals. A recent Trusteeship article by trustees and the leaders of the Intentional Endowments Network explores these ideas. AGB’s 2018 Foundation Leadership Forum will tackle this...

Read More


Weekly News Round-Up: November 10th, 2017

Upcoming Events   Sustainable Investing Seminar l CFA Society Boston, November 13th, Boston, MA Investing for Impact Symposium l High Water Women, November 30, 2017, New York, NY 2018 Higher Education Climate Leadership Summit l Second Nature & The Intentional Endowments Network, February 4-6, 2018, Phoenix, AZ       New Reports AASHE Sustainable Campus Index 2017 l The Association for the Advancement of Sustainability in Higher Education The 2017 Sustainable Campus Index recognizes top-performing colleges and universities overall by institution type and in 17 sustainability impact areas, as measured by the Sustainability Tracking, Assessment & Rating System (STARS). The Index also highlights innovative and high-impact initiatives from institutions that submitted STARS reports in the 12 months prior to July 1, 2017. Of note, the top 5 performers in...

Read More


Weekly News Round-Up: November 17, 2017

New Reports   Hampshire College Case Study l Intentional Endowments Network  We are pleased to share with you our new case study on Hampshire College’s journey in considering social responsibility, sustainability, and institutional mission in its endowment investing. As many schools and nonprofits grapple with these issues, or face scrutiny from stakeholders, this case study offers details on how Hampshire College undertook ESG criteria and aligning with mission. Read the press release outlining the report, and access the full report here. Responding to Resistance l Farm Animal Investment Risk and Return (FAIRR) Initiative The FAIRR Initiative has just launched a new report titled Responding to Resistance which includes an update on our collaborative investor engagement, the FAIRRGlobal Investor Antibiotics Statement and Best Practice Guidance for Producers and Purchasers. The report...

Read More


Weekly News Round-Up: December 1st, 2017

New IEN Member Klavens Law Group Upcoming Events Sustainable Food Systems: Investment Risks & Opportunities l FAIRR Initiative, December 7, 2017, 4:15-5:45pm, New York, NY The food system is under increasing pressure due to population increases and demographic shifts. Rising demand for meat is linked to a range of investment risks from deforestation, water and air pollution, to cancer, antibiotic resistance and obesity. The event will be a forum for investors to understand and discuss strategies to address the material risks and opportunities presented by protein production, and to share questions with experts in the field.    RI Americas 2017 l Responsible Investor, December 6-7, 2017, New York, NY The topics and themes for the RI Americas 2017 agenda are based around demonstrating sustainability risk and return implications for investors in...

Read More


Weekly News Round-Up: December 8th, 2017

Upcoming Events   Webinar: Understanding & Applying Evidence on the Financial Performance of Impact Investments l The Global Impact Investing Network (GIIN), December 12, 2017, 10:30 - 11:30 EST  As institutional investors, among others, begin to explore opportunities in impact investing, they often question the ability of impact investments to generate strong financial returns. On this webinar, co-hosted by the GIIN Research Team and the GIIN Initiative for Institutional Impact Investment, participants will hear key findings from a new report, GIIN Perspectives: Evidence on the Financial Performance of Impact Investments, which synthesizes available data across asset classes, namely private equity, private debt, and real assets, and individual portfolios to address this knowledge gap. Speakers will discuss the implications of this body of...

Read More


Weekly News Round-Up: December 15th, 2017

Upcoming Events IEN Session + Workshop at the 2018 Foundation Leadership Forum l AGB, January 21-23, 2018, Los Angeles, CA IEN Principal, Tony Cortese will be leading sessions examining mission-aligned investing, and a post-conference peer learning workshop going deeper into all aspects of aligning ESG goals to the foundation’s mission while meeting the financial and advancement requirements of each institution. Winter Innovation Summit l Sorenson Impact, January 24-26, 2018, Salt Lake City, UT The Winter Innovation Summit is the premier cross-industry event in social impact, innovation, and investing. This year’s Summit will bring together policymakers, funders, nonprofits, and social entrepreneurs to explore the future of social innovation across the globe. Join us for the latest breakthroughs in social impact, innovation, and investing; ski the greatest snow...

Read More


Weekly News Round-Up: December 22nd, 2017

Upcoming Events IEN Session + Workshop at the 2018 Foundation Leadership Forum l AGB, January 21-23, 2018, Los Angeles, CA IEN Principal, Tony Cortese will be leading sessions examining mission-aligned investing, and a post-conference peer learning workshop going deeper into all aspects of aligning ESG goals to the foundation’s mission while meeting the financial and advancement requirements of each institution. Webinar: The Investor Case for Human Rights | Intentional Endowments Network, January 24th, 2018, 1:00 p.m. ET In this webinar, participants will hear from Josh Zinner, CEO of The Interfaith Center on Corporate Responsibility (ICCR), David Schilling, Senior Program Director at ICCR, and Julie Tanner, Assistant Director of Socially Responsible Investing at Christian Brothers Investment Services, and an ICCR Board Member. They will discuss the potential for investor work on human...

Read More


Weekly News Round-Up: January 5th, 2018

    Weekly News Round-Up: January 5th, 2018 Dear {{ recipient.first_name_or_friend }},  Happy New Year! Below please find news highlights from the past few weeks. You may notice the new format for the news round-up, as we are now using our email system instead of the listserv for these weekly updates. We hope you like it; please send any feedback you may have.  (The listserv is still active for asking questions and interactive dialogue amongst the IEN community). And, if you haven't already, don't forget to register for the 2018 Higher Education Climate Leadership Summit, Feb. 4-6 in Tempe, AZ!  Have a great weekend, Nicole Program ManagerThe Intentional Endowments Network   Sustainable Investing at Endowments & Foundations  UNC Asheville Looks For Help With...

Read More


Weekly News Round-Up: December 15th, 2017

Upcoming Events IEN Session + Workshop at the 2018 Foundation Leadership Forum l AGB, January 21-23, 2018, Los Angeles, CA IEN Principal, Tony Cortese will be leading sessions examining mission-aligned investing, and a post-conference peer learning workshop going deeper into all aspects of aligning ESG goals to the foundation’s mission while meeting the financial and advancement requirements of each institution. Winter Innovation Summit l Sorenson Impact, January 24-26, 2018, Salt Lake City, UT The Winter Innovation Summit is the premier cross-industry event in social impact, innovation, and investing. This year’s Summit will bring together policymakers, funders, nonprofits, and social entrepreneurs to explore the future of social innovation across the globe. Join us for the latest breakthroughs in social impact, innovation, and investing; ski the greatest snow...

Read More


Weekly News Round-Up: December 1st, 2017

New IEN Member Klavens Law Group Upcoming Events Sustainable Food Systems: Investment Risks & Opportunities l FAIRR Initiative, December 7, 2017, 4:15-5:45pm, New York, NY The food system is under increasing pressure due to population increases and demographic shifts. Rising demand for meat is linked to a range of investment risks from deforestation, water and air pollution, to cancer, antibiotic resistance and obesity. The event will be a forum for investors to understand and discuss strategies to address the material risks and opportunities presented by protein production, and to share questions with experts in the field.    RI Americas 2017 l Responsible Investor, December 6-7, 2017, New York, NY The topics and themes for the RI Americas 2017 agenda are based around demonstrating sustainability risk and return implications for investors in...

Read More


Weekly News Round-Up: December 22nd, 2017

Upcoming Events IEN Session + Workshop at the 2018 Foundation Leadership Forum l AGB, January 21-23, 2018, Los Angeles, CA IEN Principal, Tony Cortese will be leading sessions examining mission-aligned investing, and a post-conference peer learning workshop going deeper into all aspects of aligning ESG goals to the foundation’s mission while meeting the financial and advancement requirements of each institution. Webinar: The Investor Case for Human Rights | Intentional Endowments Network, January 24th, 2018, 1:00 p.m. ET In this webinar, participants will hear from Josh Zinner, CEO of The Interfaith Center on Corporate Responsibility (ICCR), David Schilling, Senior Program Director at ICCR, and Julie Tanner, Assistant Director of Socially Responsible Investing at Christian Brothers Investment Services, and an ICCR Board Member. They will discuss the potential for investor work on human...

Read More


Weekly News Round-Up: December 8th, 2017

Upcoming Events   Webinar: Understanding & Applying Evidence on the Financial Performance of Impact Investments l The Global Impact Investing Network (GIIN), December 12, 2017, 10:30 - 11:30 EST  As institutional investors, among others, begin to explore opportunities in impact investing, they often question the ability of impact investments to generate strong financial returns. On this webinar, co-hosted by the GIIN Research Team and the GIIN Initiative for Institutional Impact Investment, participants will hear key findings from a new report, GIIN Perspectives: Evidence on the Financial Performance of Impact Investments, which synthesizes available data across asset classes, namely private equity, private debt, and real assets, and individual portfolios to address this knowledge gap. Speakers will discuss the implications of this body of...

Read More


Weekly News Round-Up: January 5th, 2018

    Weekly News Round-Up: January 5th, 2018 Dear {{ recipient.first_name_or_friend }},  Happy New Year! Below please find news highlights from the past few weeks. You may notice the new format for the news round-up, as we are now using our email system instead of the listserv for these weekly updates. We hope you like it; please send any feedback you may have.  (The listserv is still active for asking questions and interactive dialogue amongst the IEN community). And, if you haven't already, don't forget to register for the 2018 Higher Education Climate Leadership Summit, Feb. 4-6 in Tempe, AZ!  Have a great weekend, Nicole Program ManagerThe Intentional Endowments Network   Sustainable Investing at Endowments & Foundations  UNC Asheville Looks For Help With...

Read More


Weekly News Round-Up: November 10th, 2017

Upcoming Events   Sustainable Investing Seminar l CFA Society Boston, November 13th, Boston, MA Investing for Impact Symposium l High Water Women, November 30, 2017, New York, NY 2018 Higher Education Climate Leadership Summit l Second Nature & The Intentional Endowments Network, February 4-6, 2018, Phoenix, AZ       New Reports AASHE Sustainable Campus Index 2017 l The Association for the Advancement of Sustainability in Higher Education The 2017 Sustainable Campus Index recognizes top-performing colleges and universities overall by institution type and in 17 sustainability impact areas, as measured by the Sustainability Tracking, Assessment & Rating System (STARS). The Index also highlights innovative and high-impact initiatives from institutions that submitted STARS reports in the 12 months prior to July 1, 2017. Of note, the top 5 performers in...

Read More


Weekly News Round-Up: November 17, 2017

New Reports   Hampshire College Case Study l Intentional Endowments Network  We are pleased to share with you our new case study on Hampshire College’s journey in considering social responsibility, sustainability, and institutional mission in its endowment investing. As many schools and nonprofits grapple with these issues, or face scrutiny from stakeholders, this case study offers details on how Hampshire College undertook ESG criteria and aligning with mission. Read the press release outlining the report, and access the full report here. Responding to Resistance l Farm Animal Investment Risk and Return (FAIRR) Initiative The FAIRR Initiative has just launched a new report titled Responding to Resistance which includes an update on our collaborative investor engagement, the FAIRRGlobal Investor Antibiotics Statement and Best Practice Guidance for Producers and Purchasers. The report...

Read More


Weekly News Round-Up: November 3rd, 2017

Upcoming Events   Endowment and Foundation Forum 2017 l Opal Group, November 6-7, 2017, Boston, MA Celebrating Sustainability: A Leadership Networking Event l Natixis Global Asset Management, November 9, 2017, Boston, MA Sustainable Investing Seminar l CFA Society Boston, November 13th, Boston, MA Investing for Impact Symposium l High Water Women, November 30, 2017, New York, NY 2018 Higher Education Climate Leadership Summit l Second Nature & The Intentional Endowments Network, February 4-6, 2018, Phoenix, AZ       Sustainable, Responsible & Impact Investing Aligning Investment Strategy with Institutional Mission l AGB Many foundation investment committees and boards are being asked to meet the financial needs of their respective institutions through investment strategies that also align with their environmental, social, and governance (ESG) goals. A recent Trusteeship article by trustees and the leaders of the Intentional Endowments Network explores these ideas. AGB’s 2018 Foundation Leadership Forum will tackle this...

Read More


Weekly News Round-Up: October 20th, 2017

Upcoming Events The Oekom Impact Study 2017 and How to Measure Impact in Publicly Traded Investments l oekom, October 24, 2017, 8:00 - 10:30, New York, NY This event will focus on the oekom Impact Study 2017 and the opportunities that exist in assessing impact in investment portfolios, and is free to attend. Webinar: Path to Value Forum: Finding the Signal in the Noise l High Meadows Institute, October 24th, 2017, 12:00 - 1:00 p.m. EDT Forest Resilience Bond Investor Roundtable l Blue Forest Conservation, Encourage Capital, Rockefeller Foundation, & WRI, October 30, 2017, New York, NY The SRI Conference l November 1-3, 2017, San Diego, CA   The Case for Social Progress l Breckinridge Capital Advisors & Social Progress Imperative, November 1, 2017, San Francisco, CA...

Read More


Weekly News Round-Up: October 27th, 2017

Upcoming Events The SRI Conference l November 1-3, 2017, San Diego, CA   Sustainable Investing Seminar l CFA Society Boston, November 13th, Boston, MA Investing for Impact Symposium l High Water Women, November 30, 2017, New York, NY 2018 Higher Education Climate Leadership Summit l Second Nature & The Intentional Endowments Network, February 4-6, 2018, Phoenix, AZ   IEN in the News   The Intentionally Designed Endowment l AGB Trusteeship Magazine Written by IEN Executive Committee member, David Dinerman (Hampshire College), Tony Cortese (Green Mountain College, IEN), and Georges Dyer (IEN), this piece highlights the importance and trends of aligning endowment investing with the mission and goals of higher education institutions and considering material ESG factors. It explores some of the challenges and opportunities of doing so, provides...

Read More


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