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 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.