Gwladys Ngatchou

  • published Carol Jeppesen in Executive Committee 2021-01-26 16:27:05 -0500

    Carol Jeppesen

    Carol Jeppesen, Head of US, UN Principles for Responsible Investment (PRI)

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  • published Evelyn Murphy in Former Board Members 2021-01-26 12:47:55 -0500

    Evelyn Murphy

    Evelyn Murphy

    Founder and President of The WAGE Project, Inc. (WAGE)

    Evelyn Murphy is founder and President of The WAGE Project, Inc. (WAGE), a nationwide, grassroots, action-organization dedicated to eliminating the gender wage gap. Prior to turning over $tart $mart and Work $mart-- salary negotiation workshops teaching women how to get paid what we are worth—to the American Association of University Women, WAGE facilitated these workshops in 49 states on 400 campuses and to working women. Now, she co-chairs of the Mayor Walsh’s Boston Women’s Workforce Council, working with employers to eliminate their gender wage gaps.

    She served as MA Secretary of Environmental Affairs and later, Secretary of Economic Affairs. In 1986, she was elected Lt. Governor of Massachusetts, becoming the first woman in the state’s 200 year history to hold any constitutional office.

    Dr. Murphy is Director of Citizens Energy Corporation. She has been a corporate director of six publicly traded, mutual and privately held corporations. In her civic role, she is a founding Director of The Commonwealth Institute; Trustee, the MA Treasurer’s Economic Empowerment Trust Fund; Advisory Board Member of both the Center for Women and Work, UMass Lowell and the Center for Women in Politics and Public Policy, UMass Boston.

    She earned a BA in mathematics from Duke University; MA in economics from Columbia University; a PhD in economics from Duke University. She is the author of Getting Even: Why Women Don’t Get Paid Like Men and What To Do About It, recipient of eleven honorary degrees, and the Distinguished Alumnae Award of Duke University Graduate School, and over one hundred awards from federal, state and community organizations, including in 2017 the Pinnacle Award for Lifetime Achievement by the Greater Boston Chamber of Commerce


  • Weekly News Round-Up: January 22, 2021

    It has been an eventful week. First the observation of Martin Luther King Jr Day whose work on racial equity is as relevant now as ever and the peaceful transfer of power at the Capitol Hill this Wednesday. It’s just been a couple of days since the Biden-Harris administration took over yet, we can already see traction on climate policy at the overall office. 

    In this week’s news, we invite you to sign-on an investor policy recommendation letter to President Biden encouraging the adoption of these recommendations by the Biden-Harris transition team. Read the letter and sign on here

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  • published Federated Hermes in Organizations 2021-01-22 08:59:58 -0500

    Federated Hermes

     

     

    Guided by our conviction that responsible investing is the best way to create wealth over the long term, Federated Hermes provides specialized capabilities across a wide range of asset classes to investors around the world. The company offers a broad range of investment strategies, from liquidity solutions to high active share global and regional equities to active credit and private markets. Each investment team works with Responsible Investing Office personnel as they look to incorporate proprietary ESG tools and insights from our in-house engagement and stewardship team, EOS at Federated Hermes.


  • Holden Lee (Jewish Community Federation of San Francisco)

     

     

     

    Holden Lee, Chief Investment Officer, and CFO

    I am a purpose-driven leader with deep experience in helping corporations, mission-driven entities, and individuals achieve their strategic objectives. My unique perspective comes from more than twenty-five years of hands-on creative work in the capital markets at the intersection of the public, private, and philanthropic spheres, including public-private partnerships, portfolio management, and ESG / sustainable / impact investing. In assuming multiple roles in my career - as an investor, operating executive, transaction lead, grantee, consultant, board member - I see patterns and solutions across systems, sectors, and issue areas. I am particularly interested in working with evolving organizations and families and developing innovative investment strategies that mobilize resources to help solve the pressing issues of our time.

    - Organizational governance, enterprise risk, and financial operations
    - Board and Investment / Finance / Audit Committee experience
    - Creating and implementing sophisticated investment portfolios across a full range of asset classes
    - Trends in wealth management, institutional investing, philanthropy
    - ESG / Sustainable / Impact Investing, with a focus on strategic alignment, private investments, program-related investments, and blended Return on Investment (ROI) frameworks
    - Fund development strategy
    - Multi-Family Office leadership
    - Community Foundation strategy and operations
    - Private investments (private equity, venture capital, real estate)
    - Real assets: project finance, infrastructure, cleantech, land, water, ecosystems services and conservation credits
     


  • Weekly News Round-Up: January 15, 2021

    We delighted to inform you that we hosted a webinar last Saturday in collaboration with The Boarding School on how young people with a seat at the table can add unique perspectives to their university’s investment practices and oversight. You can see the recording of the event here. We equally had an engaging webinar on how participating asset owners and managers can leverage CDP’s disclosure database to support sustainability and climate-related investment goals. For those that couldn’t make it, you can access the recording here

    Also, remember to register for our upcoming webinar on the importance of incorporating biodiversity risk into your portfolio and how you can make informed investment decisions around biodiversity. Register here.

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  • Fiduciary Duty & Policy Working Group

     

    Description

    Participants

    Resources

     

     

     

     

    The group clarify and develops documents and other vehicles for higher education trustees on how sustainable investing strategies relate to their fiduciary duties. The documents are designed for audiences of trustees, presidents, CIO's, and CFO's. 

    Contact Person: Georges Dyer at [email protected]

    Chair:  Keith Johnson

    Chairman, Institutional Investor Legal Services, Reinhart Boerner Van Deuren s.c.

     

    Bob Smith, President, and Co-founder, Sage Advisor

    Cindy Rose, Head of Responsible Capitalism, Majedie Asset Management

    Don Trone, Founder & CEO, 3 Ethos

    Hannah Payson, Assistant Director of the Center, Tuck school

    John Mckinley, Executive Director Tuck Center for Business, Gov't and Society

    Joy Williams, Senior Advisor, Mantle314

    Mike Pejcic, CFO, World Wildlife Fund

    Russell Goldstein, Senior Vice President, Institutional Client Advisor, BoA Private Wealth Management

    Sarah Clevland, CEO, Sarah Cleveland Consulting

    Seema Kumar, VP Finance and Facilities, World Wildlife

    Stephen Viederman, Chair, Finance Committee, Christopher Reynolds Foundation

    Susan Gary, Professor, University of Oregon Law School

    Theresa Gusman, Chief Investment Officer, First Affirmative Financial Network

    Valentina Glaviano, Managing Director, Strategic Investment Group

     

     

     

     

    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) 


  • Diversity, Equity and Inclusion (DEI) Working Group

     

    Description

    Goals

    Resources

     

    IEN and the HBCU Green Fund have joined forces to launch a new initiative aimed at improving endowment investment decision-making in higher education to better incorporate factors related to Diversity, Equity, and Inclusion (DEI).  

    The central driving force of this initiative is this Diversity, Equity, and Inclusion Working Group comprised of senior leaders from higher education, the investment industry, foundations, and non-profit partners. The group seeks to leverage the wide networks and expertise of the members and enable cross-sectoral collaboration to ensure that this work is championed by a diverse range of decision-makers involved in the endowment investment process.

     

    2021-2022 Initiative Sponsors

     

    Our Working Group seeks to start the education and advocacy process for endowments to consider diversity, equity, and inclusion (DEI) factors in the investment process in the following ways:

    • Enhancing diversity within the university investment offices by ensuring people are not excluded deliberately or through implicit bias on the basis of race, ethnicity, or gender.
    • Evaluating the performance of companies and funds with regard to diversity, equity, and inclusion in their boards, management, and staff in the investment process and engage with companies and funds to improve on these issues.
    • Identifying minority-led investment managers.
    • Making investments that benefit women, low-income communities, and communities of color.
    • Supporting finance and investment education of diverse students to build a pipeline of talent.

    We advance the conversation on this agenda through a series of educational and peer-networking activities, including events, webinars, and white papers.

     

     

     

     

     

     

     

    Get Involved

    If you are interested in getting involved with the Working Group, please email

    Kaede Kawauchi at [email protected].

    You can also join our listserv or post to this group by sending an email to [email protected]

    For 2021-2022 sponsorship details, see here

     


  • Gender Lens Investing Working Group

     

    Description

    Participants

    Resources

     

     

     

     

    This working group aims to educate and connect college and university endowments as they look to incorporate gender lens investing factors in all levels of the investment process.

     

    Contact PersonNicole Torrico at [email protected].

     

     

    Chair: Suzanne Biegel

    Catalyst at Large

     

    Casey Clarke, Glenmede
    Andrea Dalton, Revelio
    Olympia DeCastro, Community Investment Management
    Julia Enyart, Glenmede
    Julia Frost, Arjuna Capital
    Julie Gorte, Pax World Funds
    Tracy Gray, California State University, Dominguez Hills
    Lydia Guett, Cambridge Associates
    Lisa Hayles, Boston Common Asset Management
    Meredith Heimburger, Global Endowment Management
    R. Paul Herman, HIP Investor
    Kristin Hull, Nia Global Solutions
    Bill Jarvis, US Trust
    Lawler Kang, League of Allies
    Natasha Lamb, Arjuna Capital
    Laura LaRosa, Glenmede
    Elisa Miller-Out, Chloe Capital
    Donna Morton, Change Finance
    Jameela Pedicini, Perella Weinberg Partners
    Jackie Rotman, Tara Health Foundation
    Jacqui Smith, U.S. Trust
    Jackie VanderBrug, US Trust
    Laura Weeks, Acadian Asset Management

     

     

     

     

    Gender Lens Investing: A Primer for College and University Endowments (2019)

    Additional Resources on Gender Lens Investing

     

     

  • Shareholder Engagement Working Group

     

    Description

    Participants

    Resources

     

    This group focuses on developing strategies for colleges and universities to effectively use their rights as corporate shareowners in order to engage portfolio companies on governance and sustainability concerns about accountability, transparency, the environment, and social justice.

     

    In the coming year, we will particularly focus on helping endowments address and
    overcome their challenges of :
    1. Being more active shareholders
    2. Limited time and people resources devoted to investing the endowment
    3. Investment through commingled funds.

     

     

    Contact Person: Kaede Kawauchi [email protected]

     

    Amy Augustine, Director, ESG Investing, Boston Trust Walden

    Lisa Becker, COO, University of Toronto Asset Management

    Andrew Behar, CEO, Danielle Fugere, President, As You Sow

    Rob Berridge, Director of Shareholder Engagement, Ceres

    Ophir Bruck, US Relationship Manager, Principles for Responsible Investment

    Eric Darrisaw, Omni Research Group

    Amy D'Eugenio Head of Client Relations, EOS Federated Hermes

    Mike Fiorio, Trustee, Northland College

    Erik Gross, Foundation Treasurer, University of New Hampshire

    JoAnn Hanson, Church Investment Group

    Lisa Hayles, Investment Manager, Trillium Asset Management

    Katherine Kroll, Sustainable Investing Analyst, Brown Advisory

    Seema Kumar, VP Finance and Facilities, World Wildlife Fund

    Ben Linthicum, Alumnus and ESG Committee Liaison, Warren Wilson College

    Jeff Mindlin, Vice President, Investments, Arizona State University Enterprise Partners

    Mike Pejcic, CFO, World Wildlife Fund

    Gabe Rissman, Cofounder, Stake PBC

    Anthony Rust, Investment Chair, Warren Wilson College

    Tim Smith, Director of ESG Shareowner Engagement, Boston Trust Walden

    Ryan Taylor, Project Coordinator,  Arizona State University Enterprise Partners

    Heidi Vanni, Managing Director, Boston Trust Walden

    Heidi Welsh, ED, Sustainable Investments Institute (Si2) 

    Josh Zinner, CEO, ICCR

    Student representative TBD from Student Coalition for Corporate Responsibility

     

     

    Action Opportunities

    2021 Proxy Voting Campaign

    Investor Sign-On Letters and Statements

     

    Webinar

    Proxy Voting and Shareholder Engagement for Endowments, February 2017

     

    Briefing paper 

    Engaging Investment Managers on Proxy Voting & Other Forms of Shareholder Engagement, September 2016

     

    Webinar

    Introduction to Proxy Voting, July 2016

     

    For more resources, please visit IEN's Shareholder Engagement resources page

     

     

  • published Trustee Peer Group in Join an IEN Working Group 2021-01-12 13:41:27 -0500

    Trustee Peer Group

     

    Purpose 

    Current Members

    Past Members

     

    The purpose of the IEN Trustee Peer Group is to accelerate IEN’s work of supporting colleges and universities in their endeavor to have their investment practices reflect their mission while meeting the endowment’s risk and return objectives.

    Members of the Trustee Peer Group undertake and enable peer-to-peer connections among endowment trustees and actively serve as ambassadors for IEN.

    To learn more or join this group, please contact: Georges Dyer at [email protected]

     

     

     

     

    Garrett Ashley, Vice Chancellor, California State University

    Joseph Biernat, Trustee, Gettysburg College

    Dianne Dillon-Ridgley, Trustee, Green Mountain College 

    David Dinerman, Former Trustee, Hampshire College

    Mike Fiorio, Trustee, Northland College

    Don Gould, Trustee, Pitzer College

    Mary Gregory, Trustee, University of Maryland Baltimore Foundation

    George Hanley, Trustee, University of Dayton

    Dick Hurd, Trustee and Chair, Investment Committee, Hampshire College

    Robert Johnson, Chancellor, UMass Dartmouth and Trustee, UMass Foundation 

    John Kluge, Trustee, Babson College

    Henry Lancaster, Trustee, Lincoln University 

    Anthony Rust, Trustee, Warren Wilson College 

    Keith Sauls, Trustee, College of Charleston Foundation 

    Joan Steel, Trustee, Loyola University Chicago 

     

    Jameela Pedicini, Director, Perella Weinberg Partners 

    Valerie Rockefeller, Board of Directors, Rockefeller Brothers Fund


  • Sustainable & Impact Investing Learning and Knowledge (SIILK)

    Description

    Activities

    Resources

    About

    The Sustainable & Impact Investing Learning & Knowledge (SIILK) Network was formed at the convergence of several conversations within and beyond the Intentional Endowments Network (IEN) around the growing interest in student-managed investment funds (SMIFs) pursuing sustainable investing strategies, as well as the development of sustainable investing focused curriculum.

    For more information, please visit SIILKnetwork.org

     

    Goals

    SIILK has three main goals: (1) scale the uptake of sustainable investing education, including courses and experiential education opportunities like SMIFs, (2) support SMIFs as they work to build stronger bridges between their SMIF and their institution’s broader endowment, and (3) increase the diversity and number of students that are entering the sustainable investing field.

     

     

    Current Activities & Ways to Get Involved

    • Engage with a peer-learning network of over 200 students, faculty, and staff from 50 colleges and universities through regular calls, online convening channels, resource development, and presentations.
    • Access resources and one-on-one support when building a relationship between your SMIF and institutional endowment.
    • Participate in extracurricular activities to build peer and professional networks, including a student competition and mentorship program.

     

    Sample of Schools Actively Involved in

    The SIILK Network

    • Arizona State University
    • Bard College
    • Bryant University
    • Dartmouth College, Tuck School of Business
    • New York University
    • Northeastern University
    • Stanford University, Graduate School of Business
    • University of Utah
    • The University of California, Berkeley, Haas School of Business
    • Yale University 

    A full list of SIILK Member institutions is available here: SIILKnetwork.org/siilk_members

     

    SIILK Resources



    Join

    The SIILK Network connects stakeholders including students, faculty, administrators, trustees, and financial professionals on campuses across the country that are involved with student-managed investment funds (SMIFs) and sustainable investing curriculum development. 

    If you are interested in contributing to this conversation and/or joining the SIILK Network, please email [email protected].

     

    Visit SIILKnetwork.org for more information. 

     

     


  • published Join an IEN Working Group in Take Action 2021-01-12 13:23:24 -0500

    Join an IEN Working Group

    IEN Working Groups meet regularly to advance key strategies in support of the network's goals. Below, is a brief description of the current Working Groups.  Some are intended to be long-standing, while others form around specific tasks for a short period of time. If you are interested in participating in existing Working Groups, or forming new ones, please contact us

     

    Fiduciary Duty & Policy

    Developing documents and other vehicles to clarify for higher education trustees how sustainable investing strategies relate to their fiduciary duties, designed for audiences of trustees, presidents, CIO's, and CFO's.

    Learn more.

    Trustee Peer Learning Group

    Connecting trustees to create opportunities for peer-to-peer learning among college and university fiduciaries on sustainable investing.

    Learn more.

    Sustainable & Impact Investing Learning and Knowledge (SIILK)

    The SIILK Network connects student-managed fund advisors, academics focused on sustainable investing, and students involved in student-managed funds to share best practices and resources to advance sustainable investing curriculum and strategies in each fund.

    Learn more.

    Shareholder Engagement 

    Developing a strategy to share information with endowments on how to effectively use their rights as corporate share owners to engage portfolio companies on governance and sustainability concerns about accountability, transparency, the environment and social justice.

    Learn more.

    Diversity, Equity, and Inclusion (DEI)

    Educating and supporting endowments in considering diversity, equity, and inclusion factors at all levels of the investment process.

    Learn more.

    Gender Lens Investing 

    This working group aims to educate and connect college and university endowments as they look to incorporate gender lens investing factors in all levels of the investment process.

    Learn more.

    Sustainable Retirements Initiative

    Approximately 4,500 colleges and universities in the US alone represent a tremendous pool of retirement assets - totaling over $900 billion - that must be safeguarded from sustainability risks. This group works to support institutions in ensuring retirement options take material ESG factors into consideration.

    Learn more.

     

    Net Zero Endowments Initiative

    Committing to a Net Zero investment portfolio as an effective and powerful way to reduce risks associated with climate change and transition to a low-carbon economy

    Learn more.

     

    To see a list of IEN's past Working Groups, click here.


  • Weekly News Round-Up: January 8, 2021

    In this new year, while we look forward to working together, we acknowledge the attack on American democratic institutions this week and appreciate the responses of higher education and business leaders to hold those responsible accountable.

    We are excited to inform you the 2021 Climate Action Pursuit is now open for registration! Make sure you secure your spot here. We are also thrilled to announce the request for proposal submissions have been extended to January 12, 2021. Help elevate the pursuit agenda by submitting a session proposal here.

    We equally extend our gratitude to Prime Buchholz and Global Endowment Management for sponsoring IEN’s 2021 Diversity Equity and Inclusion Initiative.

    Read more

  • IEN Webinar: How You Can Help Stop the Sixth Mass Extinction - The Importance of Considering Biodiversity Conservation When Constructing Your Portfolio

    Date: February 03, 2021 at 10am 

    “Biodiversity” encompasses all forms of life on Earth, including the smallest microorganisms to the largest mammals and plants. Earth’s ecosystems rely on the delicate balance of biodiversity to provide the services necessary for our planet’s survival. By no coincidence, in less than 50 years we have upset this balance resulting in an overall decline of 60% in population sizes of vertebrate species and the alteration of over two-thirds of both land and marine environments.

    A knowledge gap exists within the investment community about how to manage the risks and opportunities associated with biodiversity conservation. This leaves investors, including those that already integrate ESG issues into their investment decisions, vulnerable to a magnitude of risks.

    In this 60-minute webinar, panelists will explain the importance of incorporating biodiversity risk into your portfolio and how you can make informed investment decisions around this topic. Following the presentation, participants will be provided ample time to ask questions.

    This webinar is led by Karner Blue Capital.

     

    Recording:

     

    Resources:

    Learn more about FAIRR's current engagements:

    Sustainable Aquaculture: Managing ESG risks in Feed Supply Chains

    • This engagement will focus on eight salmon aquaculture producers to develop and disclose a science-based strategy for managing ESG risks in their feed supply chains, including uptake of the use of alternative feed ingredients, to protect marine biodiversity and secure future industry growth.
    • The target companies are: Bakkafrost, Grief Seafood, Mowi, Multiexport Foods, SalMar, Salmones Camanchaca, Leroy Seafood and Tassal Group.

    Working Conditions: Unpacking Labour Risks in Global Meat Supply Chains

    • This engagement will focus on seven of the largest global protein producers to address labour risks in their supply chain. Specifically, existing structural human capital risks to support the long-term sustainability of the meat industry.
    • The target companies are: Tyson Foods, WH Group, BRF, JBS USA, Sanderson Farms, Cranswick and Marfrig.

     

    Panelists:

     

     

    Vicki Benjamin, CEO Karner Blue Capital

     

     

     

     

    Maria Lettini, Director of Farm Animal Investment Risk & Return (FAIRR) Initiative and IEN Steering Committee Member, 

     

                        

     

    Thomas Yoon, Head of Research at Karner Blue Capital     

     

     

     

           

    Faazi Adam, Research & Engagement Manager  at FAIRR  


  • published University of Richmond in Organizations 2021-01-04 18:01:12 -0500

    University of Richmond

    The University of Richmond, located in Richmond, Virginia provides a collaborative learning and research environment unlike any other in higher education, offering students an extraordinary combination of the liberal arts with law, business, leadership studies, and continuing education. The mission of the University is to educate its 4,002 students in an academically challenging, intellectually vibrant, and collaborative community dedicated to the holistic development of students and the production of scholarly and creative work.  

     

    Spider Management Company (Spider) manages the investments for the University of Richmond’s endowment, as well as a select group of other endowments and foundations alongside the University of Richmond through a unique OCIO model.  Spider’s goal is to preserve the endowment’s value perpetuity while generating investment returns for current spending needs. 

     

    Spider’s values center on working in a passionate, professional, collaborative environment that promotes ethical behaviors, excellence, and continuous growth and improvement.

     


  • published University of St. Thomas in Organizations 2021-01-04 12:45:47 -0500

    University of St. Thomas

     

    The University of St. Thomas is the largest private university in Minnesota, with 10,000 undergraduate and graduate students and over 110,000 alumni. Eight schools and colleges offer over 150 undergraduate majors and minors and over 55 graduate degree programs.

    The University’s founding in 1885 was inspired by Catholic intellectual tradition, a 2,000-year-old practice of uniting faith and reason to explore the world. As a Catholic university, we develop future leaders of all faiths looking to make a positive impact on the world. St. Thomas is the only academic institution in Minnesota to be designated an AshokaU “Changemaker Campus,” meaning social innovation, entrepreneurship, and caring for the common good are built into everything we do. The University’s three campuses in St. Paul, downtown Minneapolis and Rome, Italy, offer unique learning and living opportunities.


  • Weekly News Round-Up: December 18, 2020

    We hope you’ll enjoy this week’s news as it is the network’s last news round-up for the year - our office will be closed from December 23rd through January 4th for the holiday season. 

    In this week’s news, we are pleased to announce our member’s newly launched firm Pivotal Advisors. We are thankful to all that participated in our last thought-provoking webinar on how all investments across asset classes affect racial justice. You can see a recording of the webinar here. Additionally, we’d like to remind you to submit a session proposal to contribute your expertise to the Climate Action Pursuit as the deadline for consideration for the February milestone is the end-of-day Monday, January 4, 2021. Stay tuned for early access to Climate Action Pursuit registration soon!

    Read more

  • Weekly News Round-Up: December 11, 2020

    As a network, we are delighted to inform you of the smooth development of the Climate Action Pursuit programming and would like to ask you to submit a session proposal here to contribute your expertise to the Pursuit. You’re also welcome to sponsor this brand new concept of climate action Journey toward justice and resilience.

    Lastly, remember to register for the December 15 webinar to learn how all investments across asset classes affect racial justice.

    Read more

  • Weekly News Round-Up: December 4, 2020

    Hoping you wonderfully practiced Thanksgiving, we’ll like to inform you we are extending IEN’s Annual Member Survey deadline till Friday December 18, to allow members who haven't responded to help us set an agenda that will better serve the network by taking the survey here. Thank you to the 30 members who’ve shared their perspectives so far!

    Also, we’d like to remind you of an important webinar on how all investments across asset classes affect racial justice. The session on December 15 will be led by Andrea Armeni, Co-Founder and Executive Director of Transform Finance. Learn more and register for the event here

    Read more

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