Gwladys Ngatchou

  • Brown Bag Session: Investor Journey to Net-Zero: Understanding your Portfolio

    April 19th, 2021 |  2:00-2:45pm ET     

    As more endowments are exploring and making net-zero portfolio commitments, we invite you to join a conversation on MSCI's approach to defining and measuring progress towards net zero. 

    Join Catie Chipman and Bruce Kahn of MSCI for a conversation on definitions of net-zero portfolios, issues around measuring the carbon footprint of a portfolio – including Scope 1, 2, and 3 emissions exposure, the TCFD Framework, and climate change metrics – and data solutions for identifying climate risks and opportunities.  Participants will hear a brief presentation (~20 minutes) followed by an interactive, Q&A dialogue session. 

    This event is part of IEN's Net Zero Endowments initiative, which includes a series of "brown bag" sessions on various aspects of making and implementing net zero portfolio commitments.

     

    Recording

     

    Speakers

         Catie Chipman, Senior ESG Consultant

                                      

        

      Bruce Kahn, Executive Director, Climate Solutions Specialist

     


  • Weekly News Round-Up: April 16, 2021

    As net-zero continues to gain popularity we are curious to know if your institution is considering net-zero investment strategies or better still wondering where you are in your net-zero portfolio journey?

    In this week’s news, we invite you to join us next week for an investor brown bag session and an educational webinar on investing in the energy transition to help you understand your net-zero portfolio with steps you can take to effectively re-align your portfolio.

    Also, remember to take action during this proxy season by voting for important ESG-focused issues. Check out the voting resolution highlighted below and take a look at the IEN proxy voting campaign here

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  • How IEN is Supporting the Education of the Next Generation of Sustainable Investment Leaders

    IEN focuses on addressing inequality and the climate crisis by mobilizing capital through endowments, retirement funds, and student-managed investment funds (SMIFs). This spring, we released a new report on the state of the field of SMIFshighlighting the assets under management, fund structure, and sustainable investing strategies used by SMIFs.

    SMIFs provide an experiential education opportunity for students interested in finance by allowing students to actively participate in financial markets by managing a real investment portfolio. These SMIFs support students in gaining real-world experience and developing their professional networks, frequently resulting in high job placement rates.

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  • Weekly News Round-Up: April 9, 2021

    We are excited to share IEN’s newest report which highlights the fund structure and sustainable investing strategies used by student-managed investment funds representing $68.4M in AUM engaged in the SIILK Network (IEN's student and faculty facing work).

    In this week’s news, we encourage you to explore the possibilities of adopting net-zero portfolios in your investment strategies by signing up for a brown bag lunch discussion on definitions of net-zero portfolios and a webinar on the energy transition with a look at the state of the fossil fuel and clean energy sectors.

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  • IEN Members Insight: A Snapshot of the 2020 Intentional Endowment Network Member Survey Results

    The annual member survey is one of the ways in which we assess how members are engaging with the network, what they find useful, and what priorities are emerging for this community. This post provides a snapshot of what IEN members had to say about their participation in the network.

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  • Weekly News Round-Up: February 19, 2021

    We can’t believe the Climate Action Pursuit is right around the corner! In this week’s news, we want to remind you that the February Milestone will be starting on February 24th. Be sure to register in advance to meet our 80+ speakers, and get access to 40+ sessions before it's too late.

    We are equally excited to announce you of the release of IEN’s 2020 Impact Report. It was a challenging year, and we are grateful for everything this network accomplished, including the strong peer support we have seen and felt all year. Please take a moment to reflect on our year together and the impact the network is having.

    Additionally, we’d like to inform you that you’ll be receiving a Special Climate Action Pursuit brief next week in lieu of the regular weekly news roundup.

    Have a great weekend!

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  • Weekly News Round-Up: February 12, 2021

    We’ve got a big announcement for you this week. We are humbled and honored to have both Dr. Ayana Elizabeth Johnson and Jacqueline Patterson join us at the 2021 Climate Action Pursuit as our February milestone keynote speakers. Dr. Ayana Elizabeth Johnson is a marine biologist, policy expert, writer, and Brooklyn native and Jacqueline Patterson is the Director of the NAACP Environmental and Climate Justice Program.

    Hoping you’ve already registered and are as excited as we are for the February 24th Pursuit Kick-off, we invite you to take a look at the session descriptions here and recommend you log in to start securing your sessions of interest. 

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  • published 2020 Crisis Views Part 22: gwladys ngatchou in Blog 2021-02-11 13:24:16 -0500

    Five Top Things Endowments Needs to Know About IEN Racial Equity Primer

    This post by Gwladys Ngatchou, of IEN, is part of a series in which IEN members and network partners share their thinking about intentional endowment investing to address racial injustice and other diversity, equity, and inclusion themes. Follow along to read members' insights on five points endowments and institutions can learn and apply from IEN’s primer to gain financial returns while investing for a just and sustainable economy.

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  • Weekly News Round-Up: February 5, 2021

    As we celebrate the contributions of African Americans in their struggles for freedom and equality during this Black History Month, we invite you to learn ways to address systemic equalities through your investment portfolio from our Racial Equity Primer.

    Registering for The Racial Equity Investment FrameworksDiversity in endowment’s asset management, and Due Diligence 2.0 commitment sessions of the Climate Action Pursuit will help you effectively engage with racial equity work.

    Use this link to join us for Climate Action Pursuit office hours and get all of your questions answered and all of the information you need on Thursday, February 11th at 1 PM EDT. More information below.

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  • published David Carris in Organizations 2021-02-02 12:34:10 -0500

    David Carris

    David Carris is an Endowment and Foundation Consultant with the UBS Institutional Consulting Program and Financial Advisor based in South Burlington, Vermont. He combines extensive work in the not-for-profit sector with over 25 years professional investment experience to help nonprofits and foundations navigate the unique challenges of endowment management. After joining his first board in high school he has either worked for or served on a nonprofit board continuously ever since. He has designed and administered grant-making programs and served in multiple board leadership roles including strategic planning, development, and board chair. Top-of-mind for many organizations today are questions of fiduciary responsibility, effective asset management with limited resources, and sustainable spending policies. He also brings long experience in social and environmentally aware investing to help foundations better align their endowments with their purpose through mission-based, sustainable, and impact investing.
     
    He holds a B.A. from the University of Pennsylvania and an M.S. from the University of Vermont. Prior to his work in finance, David spent thirteen years working in economic development, community planning, and historic preservation. He holds the Endowments and Foundations and the Certified Investment Manager Certificates through the Wharton School and the Investment Management Consultant Association.

    financialservicesinc.ubs.com/fa/davidcarris

     


  • published Libby George in Executive Committee 2021-01-26 16:40:50 -0500

    Libby George

    Libby George, Director of Investments, North Carolina State University

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  • 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.


  • published Holden Lee (Tides Foundation) in Organizations 2021-01-20 14:31:10 -0500

    Holden Lee (Tides Foundation)

     

     

     

    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

     

     

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