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Bella Alvarez published Weekly News Round-Up: December 11, 2025 in Weekly News Round-Ups 2026-01-19 19:38:32 -0500
Weekly News Round-Up: December 11, 2025
The Intentional Endowments Network is excited to be expanding its team in 2026! We are hiring for a Communications & Community Engagement Associate to join our small and dynamic team. Please review the JD for details on submitting an application, and share with individuals in your network who may be interested in applying.
We’re also bidding our Fall 2025 Fellows, Liliana Boekout and Avy Panta, goodbye as they complete their time with our team. We are so grateful for their support and engagement during their Fellowship. We invite you to connect with them on LinkedIn and continue to support their growth as the next generation of sustainability and investment professionals.
This is the last edition of the Weekly News Round-Up for 2025. The Round-Up will resume on January 8, 2026. In the interim, we hope you all have a restful and peaceful end to 2025. We look forward to continuing to move this work forward in 2026 with you all.
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Bella Alvarez published Weekly News Round-Up: December 4, 2025 in Weekly News Round-Ups 2026-01-19 19:35:36 -0500
Weekly News Round-Up: December 4, 2025
The Intentional Endowments Network is excited to be expanding its team in 2026! We are hiring for a Communications & Community Engagement Associate to join our small and dynamic team. Please review the JD for details on submitting an application, and share with individuals in your network who may be interested in applying.
We’re looking forward to holding our last community conversation of the year next Wednesday at 1 pm – this time, focused on fiduciary duty and climate justice and featuring remarks from Susan Gary, Professor Emerita at the University of Oregon School of Law. Reserve a spot!
In this week’s news, Democrats say retirement dollars are at risk from the GOP’s anti-ESG approach, Reframe Venture releases its Responsible AI Due Diligence Tool, and NYC Comptroller Lander recommends pension boards drop BlackRock, Fidelity, and PanAgora due to inadequate decarbonization plans.
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Jesse Gerstin
Jesse Gerstin, VP, Center for Resiliency and Clean Energy, Inclusiv
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Jacqui Smith
Jacqui Smith, Portfolio Manager & Sustainability Strategist, Reynders, McVeigh Capital Management
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Whitney Shepard
Whitney Shepard, Co-Executive Director, Majority Action
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Daniel Ingram
Daniel Ingram, Head of Responsible Investing, Partner, Aon
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Bella Alvarez published Community Conversation: Responsibly Investing in AI [Chatham House Rule] in Community Conversation: Responsibly Investing in AI | February 4, 2026 2025-12-11 22:07:08 -0500
Community Conversation: AI's System-Level Risks & Fiduciary Duty [Chatham House Rule]
February 4, 2026 | 1 pm ET
Register NowOn this call for IEN members, we'll continue to explore how attending institutions are currently considering artificial intelligence risks and opportunities in their portfolios. This session offers an opportunity to learn from peer experiences, surface real-world implementation questions, and help shape the resources and support that would be most valuable as institutions navigate this rapidly evolving landscape.
We're pleased to welcome Majority Action, who will present their 2025 report, Emerging Technologies, Evolving Responsibilities: Why Investors Must Act to Mitigate AI's System-Level Impacts. This research highlights how unprecedented AI development is creating non-diversifiable, system-level risks that threaten long-term returns and shared prosperity, and presents actionable steps universal owners can take to adopt responsible AI guardrails and protect long-term value.
Join fellow institutional investors, fiduciaries, and sustainable investing professionals for this interactive discussion on navigating AI's implications for portfolio management and fiduciary duty.
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📄 Report: Emerging Technologies, Evolving Responsibilities: Why Investors Must Act to Mitigate AI's System-Level ImpactsThis call is a part of IEN's Responsible Tech & AI Initiative, supported by Omidyar Network. This initiative helps institutional investors assess and address human rights risks and system-level impacts in their tech sector investments.
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2025 Annual Forum Event Summary
The 2025 Annual Forum, hosted by the Intentional Endowments Network, took place last month at Goucher College in Baltimore, Maryland. This two-day event brought together leaders in higher education, sustainable investing, and community engagement to discuss how to maintain intentional investing momentum across institutions.
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Bella Alvarez published Community Conversation: Fiduciary Duty for Climate Justice in Community Conversation: Fiduciary Duty for Climate Justice | March 17, 2026 2025-10-30 14:16:56 -0400
Community Conversation: Fiduciary Duty for Climate Justice
March 17, 2026 | 1 pm ET
Register NowIEN Members are invited to join us for an interactive, collaborative community conversation on fiduciary duty and climate justice. This session will feature Professor Emerita Susan Gary discussing the evolving nature of fiduciary standards, intergenerational equity, and the intersection of climate justice with long-term institutional stewardship.
The fiduciary duty case for climate justice is compelling: climate risks represent both a systemic investment threat and a legal obligation for fiduciaries who must protect long-term value creation. This call follows presentations at IEN's 2025 Annual Forum on the intersections of fiduciary duty, systems-level thinking, and climate justice.
We will convene practitioners of systems-level thinking, allocators prioritizing both climate justice and fiduciary duty, and impact and sustainable investing professionals to identify challenges in integrating climate justice lenses into endowment and foundation portfolios. We will also share key resources from partners in the space on building consensus, establishing priorities, and integrating diverse perspectives into all parts of the investment process.
Related Resources
📄 Briefing Paper: The Fiduciary Duty Case for Climate JusticeFeatured Speaker
Susan N. Gary
Professor Emerita
University of Oregon School of Law
In this session, Professor Gary will discuss: The dynamic nature of fiduciary standards and how prudence evolves with changing knowledge and circumstances. She'll explore the duty of impartiality for institutions operating in the long term, intergenerational equity concerns for university endowments, and how investors today both face systemic risks and have influence over systemic market factors in ways they did not in the 1970s. Her remarks will draw from a new chapter she co-authored with Keith Johnson and Tiffany Reeves for the Handbook of Systems Level Investing.
Susan N. Gary, Professor Emerita and formerly Orlando J. and Marian H. Hollis Professor at the University of Oregon School of Law, received her B.A. from Yale University and her J.D. from Columbia University. Before entering academia, she practiced with Mayer, Brown & Platt in Chicago, and with DeBandt, van Hecke & Lagae in Brussels. Professor Gary has taught trusts and estates, estate planning, estate and gift tax, nonprofit organizations, and an undergraduate course on law and families. In 2025, she taught Law and Wealth Management as a visiting professor at the University of Hong Kong.
She has written and spoken about the regulation of charities, fiduciary duties including the prudent investor standard, stewardship trusts and purpose trusts as a new form of business ownership, the definition of family for inheritance purposes, donor intent in connection with restricted charitable gifts, and the use of mediation to manage conflict in the estate planning context. She served as a trustee on the University's Board of Trustees.
Professor Gary is an Academic Fellow and former Regent of the American College of Trust and Estate Counsel and served on the Council of the Real Property, Trust and Estate Section of the American Bar Association. She served as the Reporter for three projects of the Uniform Law Commission: the Uniform Electronic Wills Act, the Uniform Prudent Management of Institutional Funds Act, and the Model Protection of Charitable Assets Act. She was a member of the steering committee of the Intentional Endowments Network and continues to serve on its Fiduciary Investment Committee.
Significant recent articles include "The Changing Landscape of Business Succession: How and Why Purpose Trusts Matter," 18 Ohio State Bus. L. J. 41 (2024), "Best Interests in the Long Term: Fiduciary Duties and ESG Investing," 90 Univ. of Colorado L. Rev. 731 (2019), and "The Oregon Stewardship Trust: A New Type of Purpose Trust that Enables Steward-Ownership of a Business," 88 Univ. of Cincinnati L. Rev. 707 (2019). They are available on SSRN: https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=557612.
This call is a part of IEN's Fiduciary Duty for Climate Justice Initiative. This resource was developed in collaboration and consultation with IEN's Climate Justice Task Force, a group dedicated to advancing a just transition to an equitable, low-carbon, regenerative economy.
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Bella Alvarez published Community Conversation: Responsibly Investing in AI [Chatham House Rule] in Other Past Webinars 2025-10-22 15:55:36 -0400
Community Conversation: Responsibly Investing in AI [Chatham House Rule]
Wednesday, November 12, 2025 | Register
The Intentional Endowments Network, with support from Omidyar Network, is leading a critical effort to advance responsible technology investing across the endowment and foundation community.
As the tech sector—including AI, gig economy platforms, and social media—presents significant human rights risks, asset owners need practical tools and knowledge to assess and address these challenges in their portfolios. This initiative brings together a Leadership Committee of experts from higher education and technology to build awareness, create resources, and foster peer learning around responsible tech investing.
On this call, we'll provide updates on the initiative's progress and upcoming programming. We'll also open the conversation to members to better understand your interests, resource needs, and the challenges you're facing as you integrate responsible tech considerations into your investments. We're particularly interested in learning about how members are engaging with their investment managers on these topics, what barriers you're encountering, and what processes are proving effective.
This conversation will be held under Chatham House Rules to encourage candid peer dialogue and shared learning. Whether you're an asset owner, consultant, OCIO, or asset manager, your participation will help shape the direction of this initiative and advance a more ethical and transparent tech ecosystem.
Register now to join the conversation.
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Bella Alvarez published Weekly News Round-Up: September 25, 2025 in Weekly News Round-Ups 2025-10-09 11:16:43 -0400
Weekly News Round-Up: September 25, 2025
In this week’s episode of The Future of Finance, Georges Dyer sits down with John Lanier, Executive Director of the Ray C. Anderson Foundation and grandson of sustainability pioneer Ray Anderson. They trace the story of Ray’s transformative leadership at Interface, where he proved that sustainability and profitability could go hand in hand, and explore how those lessons continue through the foundation’s work today. Listen in!
We’re a month away from our Annual Forum in Baltimore Maryland, October 27-28th! Don’t forget that IEN asset owner members receive complimentary registration – register to join your peers in conversations on sustainability, responsible AI, shareholder engagement, and more next month.
In this week’s news, Majority Action releases a report on AI’s System-Level Impacts, Arizona State University receives a $115M gift for the Rob Walton School of Conservation Futures, and Schroders releases its report on AI, Power Demand and the Carbon Challenge.
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Bella Alvarez published Webinar: Foundations, Shareholder Engagement & the Impact of Corporations on Communities in Other Past Webinars 2025-10-08 12:02:00 -0400
Webinar: Foundations, Shareholder Engagement & the Impact of Corporations on Communities
November 3, 2025 | 2 pm ET | Register
Philanthropy cannot expect to make grants to frontline communities while leaving its power on the table with companies like Walmart, Amazon, and Microsoft. Foundations have power and influence as investors to influence company policies and practices. With shareholder rights under unprecedented attack and the nation's largest asset managers abandoning their ESG commitments, the need for foundations to step up has never been greater. Discover why foundations are needed now and how they can help drive corporate accountability on issues like labor, climate, and ethical AI today.
This webinar will not be recorded and is exclusively for foundation leaders (Trustees, Executives) and staff.
If you’re energized by this webinar and interested in putting shareholder engagement into practice, we encourage you to reach out to ICCR and stay tuned for updates from the Shareholder Engagement Project.
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Bella Alvarez published Weekly News Round-Up: September 18, 2025 in Weekly News Round-Ups 2025-09-19 09:49:24 -0400
Weekly News Round-Up: September 18, 2025
In this week’s episode of the Future of Finance, Georges Dyer sits down with Hallie Label, founder of Expect Equity, an innovative incubator model designed to address the persistent underrepresentation of women and people of color in asset management. Hallie shares insights from her career at leading investment firms and explains how Expect Equity provides underrepresented managers with the infrastructure, capital, and relationship-building support they need to succeed at scale. Listen in!
IEN’s Annual Forum is fast approaching, and the room block will close on September 26th. Register to join your peers to discuss the most pressing sustainability issues facing asset owners and allocators, and reserve your room before rates increase.
In this week’s news, corporate partnerships are proving resilient to anti-ESG headwinds, an expert says, AASHE releases its 2025 Sustainable Campus Index, and a briefing from Zevin Asset Management reframes immigration as an asset, not a liability.
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Bella Alvarez published Weekly News Round-Up: September 11, 2025 in Weekly News Round-Ups 2025-09-18 16:12:12 -0400
Weekly News Round-Up: September 11, 2025
In this week’s episode of The Future of Finance, Georges Dyer sits down with Paul Herman, founder of HIP Investor (Human Impact + Profit). Paul shares how HIP uses a tech-enabled platform to turn vast amounts of real-world data—from companies, governments, nonprofits, and even satellites—into impact ratings on hundreds of thousands of securities. Listen or watch on your favorite platform!
We’re partnering with Chief Investment Officer for its Influential Investors Forum 2025 in NYC, October 16th. Join Chief Investment Officer for insightful discussions for institutional investors of all types about how to navigate a new political regime, rebalance in a private-markets era and enhance portfolio discipline and fiduciary governance. View the agenda and register today!
In this week’s news, FIN News spotlights the Russell Family Foundation, the Education Department plans to end funding for minority-serving institutions, and Morgan Stanley finds that sustainable funds beat traditional funds in the first half of 2025.
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Bella Alvarez published Weekly News Round-Up: September 4, 2025 in Weekly News Round-Ups 2025-09-18 16:11:09 -0400
Weekly News Round-Up: September 4, 2025
In this week’s episode of the Future of Finance podcast, Georges Dyer speaks with Machel Allen, President & CIO of Metis Global Partners, and Brad Gretsch, Research Analyst at Metis. They dive into the critical role of real assets—including natural resources, real estate, infrastructure, commodities, and precious metals—in driving the energy transition and supporting sustainable investing. Listen!
Member asset owners, don’t forget to register for no cost for IEN’s Annual Forum, October 27-28th in Baltimore, MD. Reserve your spot today with your peers, and preview the agenda for both days on the event page.
In this week’s news, BlackRock loses a $17 billion mandate at Dutch pension fund PFZW, Bhakti Mirchandani writes about integrating human dignity into investment strategy, and allocators are adding AI to ESG concerns.
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Bella Alvarez published Weekly News Round-Up: August 28, 2025 in Weekly News Round-Ups 2025-09-18 16:09:27 -0400
Weekly News Round-Up: August 28, 2025
In this week’s episode of The Future of Finance, Georges Dyer hosts a powerful conversation with Philippe Bolopion (Managing Director at TOBAM) and Lauren Kaplan (Director of Governance and Risk Integration at Third Side Strategies) on why investors must pay attention to political risk and threats to democracy. Listen, or watch!
In this week’s news, the University of Mississippi Foundation returns 10.1% for the last fiscal year, a climate banking group pauses activities amid rising political pressure, and a collaboration between First Peoples Worldwide and US SIF launched the Sustainable Indigenous Finance Initiative.
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The Anthony Cortese Fellowship Fund
IEN's Anthony Cortese Fellowship
The Intentional Endowments Network's Anthony Cortese Fellowship Program provides hands-on experience, mentorship, and community building opportunities to students and early-career professionals interested in sustainable and impact investing. Our fellows gain practical skills in sustainable and impact investing while building networks with industry leaders.
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Bella Alvarez published Weekly News Round-Up: August 21, 2025 in Weekly News Round-Ups 2025-08-21 16:51:08 -0400
Weekly News Round-Up: August 21, 2025
In this week’s episode of The Future of Finance, Georges Dyer speaks with Mitch Thomashow—author, educator, and former Unity College president—about the evolving landscape of environmental learning and sustainability in higher education. Drawing from his books Ecological Identity, Bringing the Biosphere Home, To Know the World, and The Nine Elements of a Sustainable Campus, Mitch explores how institutions can leverage their social, intellectual, natural, and financial capital to become hubs of sustainability innovation. Don’t miss this week’s episode!
In this week’s news, CalSTRS names its senior investment director for private markets, sustainable investments, and stewardship, corporate support for DEI continues among investors and companies, and Democrats tell asset managers that retirement dollars at risk from GOP’s anti-ESG approach.
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Bella Alvarez published Weekly News Round-Up: August 18, 2025 in Weekly News Round-Ups 2025-08-18 16:08:54 -0400
Weekly News Round-Up: August 18, 2025
Early bird registration for the Annual Forum closes tomorrow! Take action today to join us in Baltimore, MD, at Goucher College, October 27-28. Register with the code EARLYBIRD before rates increase to join 150+ endowment leaders, investment professionals, and sustainable investing professionals.
We’re sharing two engagement opportunities from our broader network in this week’s newsletter – firstly, the New England Impact Investing Initiative’s 2025 Fall Fellowship, geared toward democratizing access to education in the field by diversifying and empowering the next generation of impact investing professionals. We’re also sharing the Sustainable Investing and Blended Finance Survey from Columbia SIPA, geared toward all capital providers, whether currently engaged in blended finance deals or not.
Finally, we express our sincere thanks to Tim Anderson, our Summer 2025 Sustainable Investing Fellow, for supporting this newsletter throughout his time with IEN. We were delighted to have him on the team this summer, and wish him all the best going forward!
In this week’s news, investors take aim at fossil fuel bond financing, the University Pension Plan Ontario speaks about staying the course to net zero by 2040, and with a focus on gender smart climate investing, Heading for Change launches its investment toolkit.
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Bella Alvarez published Weekly News Round-Up: August 7, 2025 in Weekly News Round-Ups 2025-08-13 13:50:50 -0400
Weekly News Round-Up: August 7, 2025
In this week’s special episode of The Future of Finance, we feature a compelling presentation from David Livingston, Chief Strategy Officer at Galvanize Climate Solutions and former senior advisor to U.S. Climate Envoy John Kerry. The presentation, originally made at IEN’s Virtual Forum in June, outlines how the global energy transition is unfolding within three sweeping macro shifts: from a G-7 to a G-Zero geopolitical landscape, from climate cooperation to climate competition, and from fossil fuels to a future dominated by electricity and data. Listen now!
In this week’s news, Arizona State University CIO Jeff Mindlin joins an elite group of endowment leaders with his NACUBO award, a new TIIP study shows RBF’s mission-aligned investing outperformed the market and shaped the field, and the university of Rochester names Geoff Berg as its next CIO.
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