Peyton Jones

  • published Mercer in Organizations 2020-05-05 12:44:09 -0400


    Globally, Mercer is the largest investment consultant and delegated services (OCIO) provider, with over $16 trillion in assets under advisement (as at 6/30/2022) and over $344 billion in assets under management (as at 12/31/2022). For more information, visit


    Mercer helped shape the PRI’s original principles and was a founding signatory in 2006.  Mercer’s dedicated Sustainable Investment team, formed in 2004, operates alongside our core investment consultants to deliver integrated responsible investment solutions to a wide range of institutional investors, including endowments, foundations, healthcare, and faith-based clients.  We support our clients in incorporating ESG integration, impact investing, stewardship, and screening, based on a client’s financial objectives and organizational mission.


    Climate Change Research and Solutions:

    Mercer’s advice on net-zero (2022)

    A landscape overview of transition-oriented climate indexes (2022)

    Positioning for transition (2022)

    Nature alert (2022)

    Raising your impact ambition (2021)


    Contact the US Sustainable Investment team:

  • published Calvert Research and Management in Organizations 2019-06-21 14:26:52 -0400

    Calvert Research and Management

    Calvert Research and Management (Calvert) is a global leader in responsible investing. Calvert manages one of the largest and most diversified suites of responsibly invested strategies, encompassing active and passively managed equity, income, alternative and multi-asset approaches. With roots in responsible investing dating back to 1982, the firm seeks to generate competitive investment returns for clients by allocating capital consistent with environmental, social and governance best practices and through structured engagement. Headquartered in Washington, D.C., Calvert manages assets on behalf of funds, individuals, and institutional separate account clients.


    Resources from Calvert:



  • published Divestment Campaigns in Weekly News Round-Ups 2015-05-04 14:21:15 -0400

    Divestment Campaigns

    Divestment Campaigns l The New York Times

    By Michael Posner, May 2, 2015

  • published Former Team Members in Team 2015-02-15 10:27:58 -0500

    Former Team Members

    Former Staff Members    


    Hanako Boulangeat, Former Program Director - Sustainable Investing, Climate Justice & DEI (2022)

    Hanako Boulangeat was a Program Director for Climate Justice & DEI. Before joining IEN, Hanako worked as Events, Program Manager - Sustainability & Innovation Lead at the French American Chamber of Commerce in New York (FACC-NY). She pioneered and developed the Sustainability & Innovation Sector at the FACC-NY, starting with the conception, production, and launch of the first FACC-NY Sustainability & Innovation Forum. See what Hanako is up to now on LinkedIn

    Hannah Bowen, Former Director of Events & Communications (2019-2021)

    Hannah was the Director of Events & Communications at the Intentional Endowments Network. Prior to joining IEN, Hannah supported a network of international development advocates as Director of the ACTION Secretariat, leading a team at RESULTSEducational Fund in Washington, DC and working together with the ACTION partnership's members across 5 continents to influence policy and mobilize resources for health equity. See what Hannah is up to now on LinkedIn


    Robert Carraro, Former Senior Advisor (2014-2019)

    Robert Carraro founded Lake Hills Philanthropic Services, LLC to help foster and strengthen effective relationships between donors and the worthy organizations working to improve our world. He brings to Lake Hills broad experience with particular expertise in international development, capacity-building, economic opportunity, global health concerns and environmental issues. Full Bio. See what Bob is up to now on LinkedIn


    Alice DonnaSelva, Former Senior Advisor, Shareholder Engagement (2021-2022), Former Managing Director (2018-2021)

    Alice DonnaSelva is a Senior Advisor on shareholder engagement for the Intentional Endowments Network.  Alice joined the team in February 2018 after serving on the IEN Steering Committee and Executive Committee for 3 years. As a member of the Executive Committee she provided an investment consultant’s perspective, helped produce the Hampshire College Case Study and spoke at several IEN Forums, events and webinars. Prior to joining IEN, Alice was an investment consultant at Prime Buchholz, an investment consulting firm focused primarily on endowments and foundations that was one of the founding members of IEN. She has 17 years of investment industry experience. See what Alice is up to now on LinkedIn

    Peyton Siler Jones, Former Program Associate (2015-2016)

    Peyton Siler Jones graduated Magna Cum Laude from Green Mountain College in May 2015 with a Bachelor of Arts in Environmental Policy. During her time there she served as Director of the Student Campus Greening Fund, Treasurer of the Sustainable Living Floor, and as Student Representative on the Campus Sustainability Council. Full Bio. See what Petyon's up to now on LinkedIn 

    Kaede Kawauchi, Former Director of Strategic
    Initiatives (2018 - 2021)

    Kaede was the Director of Strategic Initiatives at the Intentional Endowments Network. Prior to IEN, Kaede worked at the Japan Center for International Exchange, a policy institute in New York, where she managed a disaster recovery fund to invest in Japanese social enterprises and organized educational programs for business executives, parliamentarians, journalists, and NGO leaders. Full Bio. See what Kaede is up to now on LinkedIn     


    Ali Kruger, MBA, Former Strategic Advisor (2013-2015)

    Ali is a community builder and coach supporting change makers and mission-driven organizations. As a volunteer, a public servant, and an employee of nonprofit organizations she has successfully brought together diverse stakeholders to collaborate on a range of initiatives. These collaborations have focused on science and democracy, transportation innovation, toxic chemicals policy and public health, and sustainable architecture and development. She is a graduate of Mount Holyoke College and holds and M.B.A. from Yale University. See what Ali's up to now on LinkedIn

    Sonal Mahida, Former Director (2016-2017)

    Sonal Mahida was a Director with the Intentional Endowments Network. Sonal has over 15 years of experience in the field. During her career Sonal has worked on ESG investing and sustainability issues at institutional investors, S&P 500, Fortune 500 companies, as well as non-profits. Full bio. See what Sonal's up to now on LinkedIn




    Erina McWilliam-Lopez, Former Membership Manager (2019-2020)

    Erina managed memberships for the Intentional Endowments Network. Previously, she was the Founding Associate Director of the Social Impact Lab at Lynn University which offers programs in corporate social responsibility, social entrepreneurship, impact investing, conscious leadership, and intercultural competency. Erina helped launch the Middlebury Institute’s Center for Social Impact Learning in Monterey, California where she oversaw the Frontier Market Scouts, a global professional certificate training and fellowship in social enterprise management and impact investing. Full Bio. See what Erina is up to now on LinkedIn


    Kristian Nammack, Former Strategic Advisor (2017-2018)

    Kristian Nammack was a Strategic Advisor to the Crane Institute and the Intentional Endowments Network, supporting endowments in aligning investment policies with institutional mission, values, and sustainability goals. For the previous 10 years, Kristian has advised organizations to develop holistic governance structures, working across such diverse fields as financial services, art spaces, and public lands. He developed an integrated management structure that starts with visioning, leads to strategic planning and restructuring, and ends with coaching through the execution phase. Clients included Nomura Asset Management, the Norsk Hydro Pension Fund, Stena Lines, Timothy Taylor Gallery, Pioneer Works Center for Art and Innovation, Sagamore Hill NHS, and the National Parks Conservation Association. Full BioSee what Kristian's up to now on LinkedIn

    Julia J. Parker, Former Managing Director (2021)

    Julia J. Parker is a native of Omaha, Nebraska, and has worked in both the public and private sector in community development, impact investing and technology.  Julia has a passion for investing in BIPOC entrepreneurs and business owners which she pursued as Director of Economic Development at Dorchester Bay Economic Development Corporation a Boston area CDFI. Her portfolio focused on debt capital up to $250,000 for underrepresented founders. Full BioSee what Julia's up to now on LinkedIn

    Charles Sandmel, Senior Fellow (2018-2020)

    Charles Sandmel became a Senior Fellow at the Intentional Endowments Network to continue his pioneering work in the integration of sustainability and fixed income investing. His current focus is supporting wider bond investment in green infrastructure projects in furtherance of the COP21 goals through the development of ISO-type standards for green bonds. Most recently, Charles worked as a Portfolio Manager at Shelton Capital Management, advancing their green bond strategies. From 1998 to 2014, he was an Investment Advisory Representative of First Affirmative Financial Network, where he managed bond portfolios for individual and institutional clients, integrating client values into investment decisions. Full BioSee what Charles is up to now on LinkedIn.


    Barbara Simonetti, Conversation Architect (2014-2020)

    Barbara Simonetti is president of Meetings that Matter, a consultancy that specializes in developing the capacity of  professionals to create, share, and use knowledge to meet emerging opportunities and challenges. She has contributed to the field of facilitation and education in both the public and private sectors where she has worked with a number of Fortune 500 companies. Most recently she has focused her efforts on innovative social profit organizations and is currently serving on the board of the New England Center for Investigative Reporting. She holds a B. A. in Sociology from Fordham University, a M.S. in Education from Columbia University, and a M.B.A. from New York University. Full Bio. See what Barbara's up to now on LinkedIn


    Jacquelyn Smith, Former Senior Fellow (2016-2017)

    Jacquelyn joined IEN with 7 years of experience in strategic management and consultative sales in the energy industry.  As Senior Sales Manager at Gulf Oil LP, she managed Gulf’s electricity sales initiative including an affinity partnership program that helped nonprofits raise funds while simultaneously growing the electricity customer base.  Prior to joining Gulf, Jacquelyn served as an Energy Advisor at Tradition Energy, advising on energy market conditions and brokering electricity and natural gas to end-users in deregulated markets. Full Bio. See what Jacqui's up to now on LinkedIn


    Harrison Ungar, Former Program Manager (2022-2023)

    Harrison Ungar was a Program Manager at the Intentional Endowments Network. As a Program Manager, Harrison led IEN’s membership stewardship and growth as well as IEN’s data management and impact metric tracking and analysis. Harrison also supported the coordination and facilitation of IEN’s Initiatives. Full Bio. See what Harrison's up to now on LinkedIn


    Talik N. Watson, Former Fellow (2014-2015)

    Talik was a graduate student at Columbia University pursuing an M.Sc. in Sustainability Management during his time at IEN. Prior to attending Columbia, he was an associate at Debevoise & Plimpton LLP and Cooley LLP, practicing in their Investment Management and Venture Capital Fund Formation Groups, respectively. Full Bio. See what Talik's up to now on LinkedIn



    Former Fellows & Interns

    Netanya Pereira, Sustainable Investing Intern, Northeastern University (2023)

    Netanya is a graduate student at Northeastern University in the Environmental Science and Public Policy program and a Chartered Accountant from Mumbai, India (equivalent of CPA). Prior to moving to the US in 2022, she worked as an ESG Research Analyst at Institutional Shareholder Services, a leading provider of ESG solutions for financial institutions. During her research assistantship at Northeastern, Netanya was a part of the team that facilitated a course on Multilateral Environmental Agreements in collaboration with the United Nations Environment Programme for government officials of six SADC countries. She is passionate about sustainability, particularly about the role of corporations in balancing profit generation and creating value for stakeholders through environmental stewardship, and social responsibility.


    Julianna Trimboli, Sustainable Investing Intern, Tufts University (2023


    Julianna Trimboli (she/her/hers) is a senior at Tufts University, double majoring in Environmental Studies and Anthropology. She is passionate about the intersection of urban life, built environment, and sustainability. In the past, Julianna has worked on public space projects with the City of Somerville, stakeholder engagement with the Pasco Economic Development Council, as well as sustainability benchmarking with 3R Sustainability. On campus, she enjoys staying involved with the student garden and Tufts Climate Action. In the future, Julianna plans to remain in the sustainability field and is interested in corporate ESG. 


    Chloe Nguyen Sustainable Investing Intern, Yale University (2023)

    Chloe is a sophomore prospective Computer Science and History double major at Yale University. At Yale, Chloe is an associate editor and staff writer for The New Journal, recently awarded Best Student Magazine in the Country by the Society of Professional Journalists. She is also a member and class coordinator for Yaledancers, Yale's oldest dance company. She is interested in sustainability, human rights, and the responsibility of corporations and technological advancement to account for these social goals. See what Natasha is up to now on LinkedIn


     Yousra Bentakfa, Sustainable Investing Intern, Bunker Hill Community College (2022)

    Yousra is currently a student at Bunker Hill Community College (BHCC) where she is working toward an associate degree in Business Administration. Upon completing  this degree, She  plans to transfer to UMASS of Boston to pursue a Bachelor’s degree in Finance.  See what Natasha is up to now on LinkedIn






    Natasha Keidl, Sustainable Investing Intern, Northeastern University (2022)

    Natasha is a senior at Northeastern University, majoring in economics and minoring in environmental studies and German. She is passionate about sustainability, specifically the intersection with economics. She has previously worked as a Workforce Development Fellow within clean energy and an Agriculture Research Intern. On-campus, Natasha works as a research assistant studying the role of sustainability in economics teaching. She is excited to dive into sustainable investing during her time with IEN. See what Natasha is up to now on LinkedIn


    Nick Angeramo, Intern, Dartmouth College (2021)

    Nick is currently a student at Dartmouth College in the class of 2023. He is interested in studying economics, environmental studies, and geography with a focus on clean energy and sustainability. On campus, Nick is the Co-President of TAMID Consulting Group, a member of the Dartmouth Energy Alliance, and singer in the Dartmouth Cords a cappella group. In his free time, you can often find Nick on the golf course or traveling. He is very excited to be working at IEN to learn more about what is being done in the investing space to help make the world a more sustainable place for generations to come. See what Nick is up to now on LinkedIn


    Keve Bonilla Gross, CFSI Fellow, Clark University (2021)

    Keve is currently a Senior at Clark University majoring in Management and minoring in Entrepreneurship. He is currently participating in an Intercollegiate Trading Challenge to grow his knowledge in investing. He is excited to work with IEN to build his knowledge in sustainability, good ethics in the workplace, and corporate responsibility in fighting against climate change. On-Campus, Keve has enrolled in the entrepreneurship club, Economic club, and Volleyball club. He has built a passion for photography, and some of his work got accepted to a show. See what Keve is up to now on LinkedIn


               Sydney Gerbel, Sustainability Intern, Boston University (2021)

    Sydney is a senior at Boston University studying Economics and Political Science. She is originally from the Chicago area and is passionate about ESG investing, sustainable economic development, and environmental regulation. At BU, she is a student leader in the Kilachand Honors College, an active member of Sigma Kappa sorority, and a former member of the women’s club ice hockey team. See what Sydney is up to now on her LinkedIn 


    Marie Atsuko Gray, Sustainable Investing Intern, Tufts Fletcher School (2021)

    Marie Atsuko Gray has recently completed her studies in Business for Social Impact and International Environment and Resource Policy at the Fletcher School at Tufts University. Before earning her Master of Arts in Law and Diplomacy, Marie served as an Education Peace Corps Volunteer in Indonesia and then as the Youth Impact Coordinator at Hands On Tokyo in Japan. She has a passion for nurturing communities on their terms, favoring a horizontal collaborative approach. She believes that community buy-in is critical in providing sustainable and effective services to the target demographic. See Marie's IEN blog on Why Closing the Racial Equity Gap Requires an Inward Look into Business Operations and Decision Making and what she's up to now on LinkedIn


    Rina Lakhlani, Sustainable Investing Intern, Yale College (2021)

    Rina (she/hers) is a rising Senior at Yale College majoring in Political Science, with concentrations in Sustainability and Urban Studies. She is interested in innovative models for sustainable finance and impact strategies, especially those that drive equitable growth in emerging markets. On campus, she co-directed the GreenSkills environmental justice program at the Yale School of Environment's Urban Resources Initiative and managed the first intercollegiate conference at Yale on the intersection of Hinduism and environmental thought. She is currently working on her social impact incubator, Solarity, that will mentor, coach, and serve BIPOC high school students in New Haven. In her free time, she enjoys fostering kittens and learning new languages. See Rina's IEN blog on Unlocking a New Era of Engagement and what's she's up to now on LinkedIn


             Exequiel Morales, Communications Intern, University of Boston (2021)

    Exequiel Morales is a student at the University of Boston Massachusetts studying Business Management. He has previously worked as a marketing and researcher developer at Summer Search Boston and other nonprofit organizations. See what Eze is up to know on LinkedIn 


    Haley Obermeier, Intern, Bentley University (2021)

    Haley is a junior at Bentley majoring in Finance with a concentration in Sustainable Investing; she is also minoring in Computer Information Systems and Sociology. Haley is an executive board member of the Bentley Sustainable Investment Group, is the Grants Coordinator for Non-Profit Society, and is a First Year Seminar Peer Advisor. In the past, she has done Undergraduate Research at the Valente Center to describe on campus sustainability, and analysis on Anti-Infective waste that has resulted in two publications. Haley has previously taken internships in the Credit Research & Technology departments of Loomis, Sayles & Co., and as a financial sector research intern with Verity Platforms. See what Haley is up to now on LinkedIn


    Siobhan Pender, Sustainable Investing Intern, Boston College (2021)

    Siobhan Pender (she/hers) is a rising Senior at Boston College, double majoring in Environmental Studies and Economics with a History minor. She has an Environmental Justice and Policy concentration, taking courses in environmental law, policy, and theory. She attended high school at Notre Dame School of Manhattan, located in the West Village neighborhood of New York City. She has lived in Brooklyn, NY for the past two years and previously was in New Jersey for most of her life. She has been a part of  EcoPledge, BC's largest sustainability organization, for the past three years, and next year she will be Co-President of the club. For the past year, she has been conducting research as an assistant for Professor Jennifer Schauer of the Sociology Department studying Shark Behavior and the impacts of Shark EcoTourism. She is passionate about environmental activism and loves spending time outside and at the beach, as well as visiting museums in her free time. See Siobhan's IEN blog on the Four Things Investors Need to Know about ESG Performance & Adding Them to Retirement Plans and what she's up to now on LinkedIn


    Tharun Reddy Pesara, Intern, Intentional Endowments Network, Babson College (2021)

    Tharun Pesara (He/him/his) is a recent graduate from esteemed Babson college with double major in Quantitative Finance and Business Statistics. He is from India, where he has worked with high school students in collaboration with top educational startups in India to organize and execute Experiential educational conferences in a career simulated environment. He was part of India's famed fellowship called Jagriti Yatra, where a selected few would be taken on a 15-day train journey to understand and solve India's problems through Social entrepreneurship. During his college at Babson, he researched ESG financing, how ESG factors could impact a company's financials in the long run, and how ESG practices would be in line with companies' risk management practices. When not googling about the next big thing in the world, Tharun is passionate about chess, is a pandemic-induced chef, an occasional poet and always looking out to interact with new inspiring people. See what Tharun is up to now on LinkedIn

    Cam Do, Former Intern, Yale University (2020)

    Cam is a junior majoring in Global Affairs and pursuing a certificate in Data Science at Yale University. She is particularly interested in the intersection of public policy, finance, and data analysis. She has experience working on issues related to educational equity with a plethora of non-profits— from addressing external factors that affect college completion rates such as hunger, homelessness, and sexual assault to advocating for increased Pell Grant in Capitol Hill. On campus, she serves on the executive student board of Dwight Hall, Yale's Center for Public Service and Social Justice. See what Cam is up to now on LinkedIn


    Jane Donohue, Former Intern, Simmons University (2020)

    Jane Donohue is a rising junior at Simmons University majoring in English and Communications. She has worked on multiple fossil fuel divestment campaigns on college campuses, and she was one of Divest Ed’s 2019 Fellows. This past spring, Jane interned with Divest Ed and helped coordinate the first-ever Fossil Fuel Divestment Day. Jane is passionate about encouraging the financial sector to invest responsibly and ethically. In the future, she hopes to continue working with other organizers and activists to achieve climate justice and a just transition. See what Jane is up to now on LinkedIn


    Julia Maloney, Former SIILK Graduate Fellow, New York University (2020)

    Julia Maloney is a Master of Public Administration candidate at New York University’s Robert F. Wagner Graduate School of Public Service. She is specializing in Social Impact, Innovation, and Investment and is a co-chair of the Social Innovation and Investment Alliance. Prior to graduate school, Julia worked as the Site Director of the education equity organization UrbanPromise Charlotte. In this role, she managed an academic and leadership development program for low-income youth. Julia has a B.A. in Global Studies and Spanish from The University of North Carolina at Chapel Hill. See What Julia is up to now on LinkedIn


    Cinnamon Sanchez, Former Intern, Bunker Hill Community College (2020)

    Cinnamon Sanchez is a Government and History major at Bunker Hill Community College. She is a former pastry chef that is particularly interested in public policy concerning our food supply system in order to promote environmental sustainability and combat food injustice. She is an advocate for anti racism and having uncomfortable conversations about racism, colorism and how they impact every area of our lives. She is currently transitioning from an internship with the Mayor's Office for the City of Boston and hopes to gain more knowledge about the financial sector and participate in the conversation for economic sustainability. See what Cinnamon is up to now on LinkedIn


    Jack Farrell, Former Intern, University of Michigan (2020)

    Jack is currently a student at the University of Michigan majoring in economics and minoring in the environment. Previously Jack was an ESG Investing Intern at White Oak Global Advisors, a private credit firm based in San Francisco. At Michigan, Jack researches Midwestern economic policy and inequality at the Michigan Economic Center and is involved with Net Impact, a sustainable business club. In the summer of 2020 Jack is interning on the Sustainable Investing team of BlackRock. See what Jack is up to now on LinkedIn


    Khalil Ait Bouzid, Former Intern, Bunker Hill Community College (2019)

    Khalil Ait Bouzid is currently a student at Bunker Hill Community College (BHCC) where he works as a financial assistant and is working toward an associate degree in business. Upon completing this degree, he plans to pursue a bachelor's degree in finance. Concerns around globing warming made Khalil take an environmental class to understand the correlation between businesses and the environment. Now, he is pleased to intern with IEN to learn more about the sustainable investing space and support the IEN team on various projects. See what Khalil is up to now on LinkedIn


    Alicia Sidik, Former SIILK Fellow, UC Berkeley (2019)

    Alicia Sidik is a senior at University of California, Berkeley, where she studies Society and Environment an Interdisciplinary Studies Field. She is interested in the role of anchor institutions in driving local economic growth while advancing opportunities to reduce racial and economic inequity. She has previously worked as a research intern at the Pew Research Center and on the Higher Education team at the Democracy Collaborative. At the Collaborative, she worked on issues related to community wealth building and how universities can purse place-based engagement through local hiring, investing and purchasing activities.  Full bio.  See what Alicia's up to now on LinkedIn 


    Meghan Ahern, Former Sustainable Investing Intern, Yale University (2019)

    Megan Ahern is a junior at Yale University majoring in Environmental Studies and pursuing a certificate in Statistics and Data Science. She is the Co-President of GREEN, a sustainability action group, the manager of Kitchen to Kitchen, and a representative for the Yale Title IX Student Advisory Board. She is a dedicated musician, playing trumpet in the Yale Symphony Orchestra. Megan has previously worked as a Corporate Social Responsibility Intern for a major foodservice company and helped them work towards sustainable solutions in food waste, sourcing, and disposables.   Full bio.  See what Meghan's up to now on LinkedIn 


    Haleigh Copley-Cunningham, Network Coordinator Intern, Tufts University (2019)

    Haleigh Copley is a 2019 graduate from Tufts University earning her degree in Peace and Justice Studies with a focus on social entrepreneurship and Chinese. Haleigh’s main passion is engaging various sectors and bringing them together to drive social change and create a more equitable, sustainable future. Previous internships at Green Century Capital Management and the Northeast Clean Energy Council gave her insight into how businesses and investors integrate corporate social responsibility and the growing importance of environmental sustainability in entrepreneurial ecosystems. On campus, she was active in multiple activities surrounding sustainability, effective altruism, peaceful foreign diplomacy, and cross-cultural engagement. Full bio. See what Haleigh's up to now on LinkedIn


            Reilly Zubricki, Former Intern, Bentley University '20 (2018)

    Reilly Zubricki is currently pursuing a Management degree with a concentration in Human Resources at Bentley University.  In his business studies, Reilly analyzes all aspects of corporations and especially enjoys exploring topics such as business ethics, corporate social responsibility, and the triple-bottom line.  Reilly appreciates nature and the outdoor environment.  Full bio.  See what Reilly is up to now on LinkedIn


            Michael Curcio, Former Intern, Yale University '21 (2018)

    Michael is a sophomore at Yale University pursuing a Bachelor of Science in Statistics and Data Science. At Yale, he works with the Elmseed Enterprise Fund, providing business advice to New Haven nonprofits. A nationally recognized classical composer (YoungArts 2016 & 2017) and jazz pianist, Michael is also active in the school music scene. Full Bio. See what Michael is up to now on LinkedIn


    Drexler - IEN Headshot

    Christina Drexler, Former Intern, Yale University (2018)

    Christina Drexler is a recent graduate of Yale University and majored in Sociology: Markets and Society. While on Yale's campus, she led backpacking trips for Yale’s First-Year Outdoor Orientation Trips and founded a teen mentorship program. Christina is interested in impact investing and how corporate social responsibility can become embedded in business practices. Her past experience includes working at a microfinance nonprofit. Full Bio. See what Christina is up to now on LinkedIn




    Alison Banks, Former Intern, Dartmouth College (2017)

    Alison Banks is currently a student at Dartmouth College in the class of 2020. She is interested in studying economics, biology, and environmental studies. Having worked on ecological research projects previously, she is excited to work with IEN and build upon her passion for sustainability and the environment. On campus, she is the Assistant Musical Director for her a cappella group, the Decibelles, affiliated with Students Who Are Green mentoring program and is a photographer for Humans of Dartmouth. Full Bio. See what Alison's up to now on LinkedIn


    Khalid Cannon, Former Intern (2017)

    Khalid Cannon is a recent graduate of Yale University. At Yale, he double majored in Chemistry and Geology & Natural Resources. He is particularly interested in various aspects of the energy industry. On campus, he was a three-year starter as the left tackle on the football team, philanthropy chair of Delta Kappa Epsilon, and an active member of Athletes in Action.  He is originally from Gadsden, Alabama and is a huge Crimson Tide football fan. Full Bio. See what Khalid's up to now on LinkedIn


    Skyler Chin, Former Intern (2017)

    Skyler Chin is a junior at Yale University majoring in Environmental Studies with a concentration in Energy Studies. On campus, he works for the Office of Sustainability as a student manager and is a starting epeeist on the fencing team. He is from New Hyde Park, Long Island and enjoys songwriting and music production. Full Bio. See what Skyler's up to now on LinkedIn


    Adam Walden, Former Intern (2017)

    Adam G. Walden is a 4th year student at Brown University concentrating in economic development, with a focus on the role of financial institutions in creating a sustainable future. His past experience includes exposure to ESG and impact investing, consulting, and the non-profit sector. Full Bio. See what Adam's up to now on LinkedIn


    Yingjie Wang, Former Intern, Yale University (2016)

    Yingjie Wang is a senior Economics major at Yale University, focusing on economic development and public health. On campus, she is part of the Board of Directors at Dwight Hall, the umbrella nonprofit service organization at Yale, and has interned at Innovations for Poverty-Action, a development think tank. Full Bio. See what Yingjie's up to now on LinkedIn



    Sharif Tarver, Former Intern, Green Mountain College (2016)

    Sharif Tarver is a recent graduate from Green Mountain College with a B.S in Sustainable Business and a minor in communications. He is originally from Philadelphia, PA with a passion for entrepreneurship, entertainment, and finance. He has interned for Troy Carter at Atom Factory on Lady Gaga's Monster Ball tour and now manages his own concert production startup call Artist Younited in addition to his internship, which host concerts and small tours to help artist (performing and visual) get exposure. Full Bio. See what Sharif's up to now on LinkedIn


    Dustin Zhao, Former Intern, Yale University (2016)

    Dustin Zhao is a sophomore prospective Economics major at Yale University. On campus, he is the business manager of the Yale Alley Cats, a world-renowned all-male a cappella group that tours internationally each year. Last year, he studied the sustainability of natural resources and the economics of greenhouse gas emissions. Full Bio.


    Sophia Gebbia-Richards, Former Intern (2016)

    Sophia Gebbia-Richards is in her second year at Fordham  Lincoln Center. She will be declaring her major Fall of 2016 in Economics, along with a minor in Business Administration. She is originally from Fairfield, CT. She has lived in New York City since March of 2015. Sophia is eager to be a part of the Intentional Endowments Network team and gain experience working on business development projects. Full Bio.



    Adam Philie, Former Intern, Dartmouth College (2015)

    Adam Philie is currently a student at Dartmouth College, on track to graduate in 2017 with a Bachelor of Arts in Environmental Studies and History. At Dartmouth his studies are focused around how humans interact with the natural world and he plans to use this in an environmental consulting or sustainable investment industry after graduation. Adam is excited to expand his understanding of these fields and more while at IEN. At Dartmouth, Adam enjoys being a part of the Dartmouth Outing Club, participating in projects on the Dartmouth Organic Farm, hiking and being a member of the men’s lacrosse program. See what Adam's up to now on LinkedIn


    Andrew Winslow

    Andy Winslow, Former Intern, Clark University (2015)

    Andy earned a BA in 2016 and an MS in 2017 from Clark University, both in Environmental Science and Policy.  At IEN, he researched and cataloged sustainable investment policy for higher education institutions to monitor best practices. Performed general website maintenance and database analysis to look for trends in School's investments.  See what Andy's up to now on LinkedIn



    Daphne Chang, Student, Mount Holyoke College; IEN Student Forum Organizing Partner (2015)

    Daphne Chang is currently a junior at Mount Holyoke College majoring in Environmental Studies with a concentration in Policy, Politics and Economics. She helped launch the Mount Holyoke College Divestment from Fossil Fuels campaign in the semester of January 2013 and has served as an organizer and the current chair of external outreach in the campaign since. Through her engagement in political activities, Daphne has gained experience collaborating with a number of non-profit organizations including Responsible Endowments Coalition, 350 MA, 350, A Better Future Project and community group Neighbor to Neighbor. Daphne was a Mount Holyoke College ECO-Rep, a position within the Environmental Health & Sustainability Office. She recently interned at the Environmental Law Institute as a Research and Publications Intern and is actively pursuing knowledge in environmental policy through experience. She has secured a position as a as a policy and institutional research assistant on the federal collaborators project and RiverSmart communities project coordinated by the UMass Department of Geosciences for the academic year from 2014-2015. See what Daphne's up to now on LinkedIn



    Izzie Levinson, Student, Mount Holyoke College; IEN Student Forum Organizing Partner (2015)

    Izzie Levinson is a sophomore studying film and environmental studies with an emphasis on American politics. After working with the Plastic Pollution Coalition, Green Festivals Los Angeles, and the Surfrider Foundation in Los Angeles, California, Izzie has worked closely with Hampshire’s Climate Justice League in activism spanning the Northeast, and the Boston-based student activist network of Students for a Just and Stable Future. Izzie is proud and excited to be taking a leadership position on this next phase of involvement with the divestment movement.




     Yvonne Vogt, Former Intern, Columbia University (2014)

    Yvonne Vogt is a recent graduate of Columbia University ('14) and holds a Bachelor of Arts in Sustainable Development and a Concentration in Latin American and Caribbean studies. An active community member, sustainability is not only an intellectual passion but an integral part of her life--Yvonne has been involved in a variety of organizations surrounding sustainability and wellness on Columbia's campus including EcoReps and the Art of Living. Previously, Yvonne interned at the Clinton Global Initiative America and was a Teacher's Assistant for Introduction to GIS for Sustainable Development and Advanced Spatial Modeling and Analysis. See what Yvonne's up to now on LinkedIn




  • published Shareholder Engagement in Resources OLD 2015-02-11 11:30:32 -0500

    Shareholder Engagement

    There are several forms of shareholder engagement that endowments can undertake to address material investment risks, improve corporate sustainability performance and support policies that move society towards sustainability. These include proxy voting, engaging in dialogue with companies held in the portfolio, filing or co-filing shareholder resolutions, and signing on to public investor letters or statements. In addition to the resources below, IEN's Shareholder Engagement Working Group works to find effective ways to support endowments in being more active owners. 

    Proxy Voting: Examples of endowment proxy voting policies, principles, and activities

    Shareholder Resolutions: Ceres tracks shareholder resolutions filed by their investor network participants on sustainability-related issues that companies are facing, focusing on climate change, energy, water scarcity, and sustainability reporting. On Ceres' website, you can sort resolutions by filer, company, issue and more, and get information about the resolution, including full resolution text, status, vote count and supporting memos: Ceres' Shareholder Resolutions Database

    PRI's Collaboration Platform: The PRI's ESG engagements team works with PRI signatories to identify key ESG issues in the market, and to address them coordinates collaborative initiatives – including investor-company engagements – as well as publications, webinars, podcasts and events: PRI ESG Engagements team

    Sign-on Opportunities: Investor letter and statement sign-on opportunities

    IEN Shareholder Engagement Webinars: 


    Reports and White Papers:

    ESG Materiality and Shareholder Engagement...What's Next? | Intentional Endowments Network, July 2018

    The Investment Stewardship Ecosystem | BlackRock, July 2018

    A Practical Guide to Active Ownership in Listed Equities | Principles for Responsible Investment, February 2018

    Spending Against Change: Key Metrics Assessment of Climate Change Governance and Political Influence Spending in the Energy and Utility Sectors l Sustainable Investments Institute and The 50-50 Climate Project, February 2018

    DOL Updates Guidance on Proxy Voting and ESG l Reinhart Boerner Van Deuren s.c., January 2017 

    The Shareholder Action Guide l Andrew Behar - As You Sow, November 2016

    Engaging Investment Managers on Proxy Voting & Other Forms of Shareholder Engagement l Intentional Endowments Network, September 2016

    2016 Proxy Mid-Season Review l Sustainable Investments Institute, September 2016

    2016 Proxy Resolutions and Voting Guide l Interfaith Center on Corporate Responsibility, January 2016

    Report: Investors Should Manage Climate Risks As 'Forceful Stewards' l Sustainable Brands, September 2015

    "Active Ownership" | Elroy Dimson, University of Cambridge - Judge Business School; London Business School; Oğuzhan Karakaş, Boston College - Department of Finance; Xi Li, Temple University - Department of Accounting, August 7, 2015 

    "21st Century Engagement: Investor Strategies for Incorporating ESG Considerations into Corporate Interactions" (pdf) | Ceres and Blackrock, May 2015 

    "New Initiative Tracks Impact of Shareholder Engagement" | Trillium Asset Management, November 2014

    Does Corporate Social Responsibility Lead to Superior Financial Performance? A Regression Discontinuity Approach | Caroline Flammer, October 2013

    Unlocking the Power of Proxy: How Active Foundation Proxy Voting Can Protect Endowments and Boost Philanthropic Missions l Rockefeller Philanthropy Advisors and As You Sow Foundation, 2004

    Oxford Martin Principles for Climate-Conscious Investment | Oxford Martin School, February 2018


    Proxy Voting



    VIDEO: An Overview of Shareholder Engagement, from the 2016 Shareholder Action Guide  




  • Climate Change is a Risk, Not an Uncertainty

    Climate Change is a Risk, Not an Uncertainty l Pensions & Investments 

    By Ian Simm, January 28, 2015

  • Student Action at San Francisco State Foundation Board Meeting


    Students marching and carrying signs outside of the San Francisco State Foundation’s Board meeting on February 5th, 2015 had a slightly different message than most divestment protesters: “Thank You.” The demonstration was a show of student support regarding the Board’s decision in May 2013 to divest from coal and tar sands companies.


    Through open and respectful engagement between students, administrators, and the board, San Francisco State became the first public university to make the commitment to divest. The foundation has also voted to look into the option of divesting from all fossil fuel companies in the future.

    Last month, Robert Nava, President of the SFSU Foundation, spoke at the Intentionally Designed Endowment Forum at Arizona State. He told the story of how calls for divestment from students prompted a healthy exchange between administrators and students in looking at the costs, benefits, and practical challenges of such an action, that led to the decision to divest and has opened up an ongoing conversation about the role of endowment investment practices in broader institutional sustainability strategies.

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