Date: May 15, 2024

Time: 8:30 - 11:00 ET

Location: Amundi Offices, Boston, MA

About the Workshop

This workshop will consist of two panels, dialogue sessions, and networking time.

The first panel will focus on the Endowment Impact Benchmark (EIB) -- an assessment and ratings framework that enables endowments and foundations to earn recognition for their commitment to sustainable and impact investing.

In 2023, IEN piloted the EIB with five leading endowments with assets under management ranging from $50 million to over $20 billion. In 2024, IEN will engage a second cohort of endowments and foundations to participate in the EIB, working with BlueMark to conduct the third-party verification process.

Participants will learn more about the 2023 EIB pilot outcomes, delve into details on the assessment questionnaire participating endowments will complete in 2024 across four components: Strategy, Management, Governance and Transparency, discuss the timeline and expectations of participation, and learn more about the unique benefits of participation.

The second panel will focus on Net Zero Endowments.

Agenda

• 8:30-9:00 - Refreshments and networking
  
  
• 9:00-9:25 - Net Zero Portfolios Panel
  • Samantha McCafferty, Associate Director, Sustainable Investing, Harvard Management Company
  • Annie Joyce, Managing Director, Head of ESG, Amundi US 
  • TBC, Cambridge Associates

• 9:25-9:45 - EIB Dialogue / Q&A
  
  
• 9:45-10:15 - EIB Panel
  • Georges Dyer, Executive Director, Intentional Endowments Network
  • Sarah Gelfand, Managing Director, BlueMark 
  • TBC, University of Toronto Asset Management
    
    
• 10:15-10:30 - NZ Dialogue / Q&A
  
  
• 10:30 - Wrap up & close
  
  
• 10:30-11:00 - Networking

Contact

Participation in this workshop is by invitation only.

For more information on this workshop, or to request the link to register, email [email protected] and [email protected].