Goods Unite Us believes that politics is upstream of everything. As such, we provide data, risk assessments, ratings, and investment instruments which leverage the under-appreciated connection between the measurable aspects of politics and economics. Our metrics enable sustainable economic outcomes for both consumers and investors.

Goods Unite Us 2020 CSR Report

The Reparations Finance Lab (RFL) is a financial service non-profit that seeks to engage capital markets to design innovative financial products and processes that will deliver Reparative Capital to the descendants of the Transatlantic Slave Trade.

Westfuller is a multi-racial, gender-diverse, independent, and objective investment advisory firm. Drawing from deep investment expertise, maximizing assets for enduring systemic change, and leveraging diverse perspectives, we orchestrate multifaceted investment strategies to advance progress and possibility in the world.​ As a certified B-Corp, Westfuller serves alongside a group of leaders in the global movement for an inclusive, equitable, and regenerative economy.

Westfuller

Tallgrass Institute is a Center for Indigenous Economic Stewardship. We create pathways between Indigenous leaders and investors to ensure respect for Indigenous Peoples’ rights—including their rights to self-determination and free, prior and informed consent (FPIC)—in development projects that impact Indigenous lands and communities. By centering Indigenous Peoples’ power, participation, and self-determination, we integrate Indigenous priorities and perspectives to solve today's most pressing global challenges.

Website: TallgrassInstitute.org 

The Blue Rider Group at Morgan Stanley is a boutique, women-led advisory practice that works with non-profit organizations, foundations, and families, with a special focus on the arts and cultural community. We leverage an open architecture investment platform to construct customized investment portfolios to address the needs of each client.

The Blue Rider Group is also deeply committed to investing with impact, leveraging the deep resources of Morgan Stanley’s Institute for Sustainable Investing and platform in our work. We guide clients at all stages of their values-aligned investing journey, identifying the most effective investments to advance change in environmental and social justice, and work actively to help organizations communicate their approach to broader stakeholders.

In addition to addressing our client's financial needs, we facilitate introductions between philanthropists and non-profits, raise awareness about charitable organizations and help support projects that strengthen the cultural community.

Blue Rider Group at Morgan Stanley

Sustainable Investing: A Practical Guide For Museums - Part 1

Sustainable Investing: A Practical Guide For Museums - Part 2

Investment Governance Initiative

IEN’s Investment Governance Initiative supports endowment fiduciaries in developing the tools needed to provide the leadership, stewardship, and governance to ensure their portfolios and institutions are positioned to have their investment practices reflect their mission while meeting the endowment’s risk and return objectives.

Members of the Investment Governance Initiative enable peer-to-peer connections among endowment trustees and actively serve as ambassadors for IEN.

The Investment Governance Initiative will cover a number of topics from how to engage with endowment decision-makers to implementing best practices in investment governance with asset managers and allocators and integrating justice, equity, diversity, inclusion, and climate solutions. Members will engage in activities such as peer learning, and resource development. Additionally, members will have access to exclusive benefits and resources including partner engagements and leadership recognition through op-ed placement, social media highlighting, and other strategic communications.

To learn more or join this group, please contact [email protected]

Resources

IEN Roadmap For Endowments

IEN Pre-Summit Webinar: Climate Risk and Fiduciary Best Practice (January 30, 2020)

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

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

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

WEBINAR: Transitioning to Integrating Investment Practices with Program Mission (October 19, 2016) 

Activities

Peer Learning: Support regular forums for connecting with peers, one on one trustee matching, regular presentations, and media and event placement to further trustee education.

Resource Development: Develop resources including white papers, webinars, and sessions at external events to broaden fiduciary exposure to sustainable investing strategies.

Partner Engagement: Work deeply with partners including the Association of Governing Boards (AGB) and National Association of College and University Business Officers (NACUBO) to connect stakeholders with peers and resources to advance the field.

Leadership Recognition: Recognize leaders in the space through op-ed placement, social media highlighting, resource development, and other strategic communications.

Founded in 2001, Angeleno Group is a pioneer in providing growth capital for next-generation clean energy and climate solutions companies. We invest opportunistically in a range of deal types, with a strategy that is sector-focused, stage-agnostic, and research-driven. Since its founding, Angeleno Group has become one of the country’s longest-standing and largest dedicated sustainability-oriented investment firms, making growth investments on a global basis.

www.angelenogroup.com

Resources from Angeleno Group:

Angeleno Group ESG Report

www.angelenogroup.com/sustainability

McGill University

McGill University is a public university, founded in 1821, and is one of Canada’s best-known institutions of higher learning and one of the leading universities in the world. McGill has a student body of over 39,000 students across 11 faculties. McGill’s endowment, managed through the McGill Investment Pool (MIP), is managed by McGill’s Office of Investments under the direction of the Investment Committee. The Committee to Advise on Matters of Social Responsibility advises the Board on matters concerning social responsibility related to University endowment investments within the mandate of the Investment Committee.

In 2020, McGill’s Board of Governors approved an ambitious action plan to significantly reduce the carbon footprint of its endowment investments. Among other commitments, McGill committed to reduce the carbon footprint of the MIP public equity portfolio by 33 percent relative to the MIP public equities benchmark by 2025, increase its impact investing by committing 5% to low-carbon funds by 2025, continue to increase the number of University fund managers who adhere to an environmental, social and corporate governance (ESG) policy and/or are signatories of the United Nations’ Principles for Responsible Investment (UNPRI), further its leadership role in the area of socially responsible investment and amend its Statement of Investment Policy to consider ESG commitments.

In 2020, McGill, along with other Canadian universities, signed Investing to Address Climate Change: A Charter for Canadian Universities. Signatories of the charter pledge to adopt a responsible investing framework, regularly calculate the carbon footprint of their investment portfolio, publicly share progress and results in achieving sustainability goals, and evaluate fund managers based on their compliance with the guidelines set forth in the charter. 

McGill recognizes and embraces the unique responsibility of universities to support societies in their transition toward sustainability, by generating the knowledge needed to create a more sustainable future, as well as cultivating citizens and leaders who have the skills and commitment to put that knowledge into practice. Adopting a more carbon-conscious investment approach complements McGill’s far-reaching climate change and sustainability goals, including institution-wide efforts to achieve carbon neutrality across the University’s operations by 2040.

Additional Resources:

https://www.mcgill.ca/boardofgovernors/files/boardofgovernors/15._gd20-56_investment_committee_report.pdf

Fiducient Advisors is an investment consulting firm dedicated to helping our clients prosper. We provide both advisory and OCIO services to a wide variety of clients, including endowments/foundations, defined contribution plans, pension plans, financial institutions, and high net worth individuals and families.

https://www.fiducientadvisors.com/

Xponance, Inc. and subsidiaries, Xponance Alts Solutions, Aapryl, LLC

Harrison Ungar (He/Him)

Program Manager, Sustainable Investing

[email protected]