ASSHE Session - Leveraging $1 Trillion in Higher Ed Retirement Funds for a Just Transition

Date & Time: October 21, 2020 at 10 am ET 
The Higher Education Community has approximately one trillion in assets under management in their retirement plans. This represents an enormous pool of funds that could be leveraged to achieve a just transition that permanently achieves a society that is more equitable and inclusive.

Employees increasingly bring their passion for causes into the workplace and expect management to respond to their expectations with new behaviors both inside and outside the workplace. It is only logical that the values these employees express through these causes also would be reflected in the ways in which they would invest their money in their university retirement plans - if given the opportunity to do so.

In reality, very few retirement plans provide the type of funds that employees could invest in that not only reflect their values and foster a more just and equitable society, but also according to an increasing body of research, reduce investment risk and can perform better financially.

IEN has brought together leading asset management firms, Natixis, Schroders, Federated and Gitterman Wealth Management, to work with colleges and universities to identify the barriers and the ways in which to address them so that employees can more easily invest in funds that reflect their values. The initiative will develop two "toolkits" that will provide practical and actionable information to successfully address these investment barriers.

This session is designed to discuss this initiative and provide tangible steps and actions conference participants can take back with them to help bring about a just transition by leveraging retirement funds to help drive this movement. The session will include panelists representing the asset management firms and the colleges and universities that are driving this initiative across the higher education community.

It will empower participants to advance sustainable retirements options at their institutions. This session will be available on-demand to participants in AASHE's Global Conference on Sustainability in Higher EducationRegister for the conference here.


Georges Dyer 
Executive Director, Intentional Endowments Network
Erica Frank 
Professor and Canada Research Chair, University of British Columbia
Tiffany McGhee 
CEO, Momentum Advisors
Kary Moore 
Senior Corporate Counsel and Senior Vice President, Federated

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