Sorelle Ngatchou

  • Shareholder Engagement Working Group






    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



    Proxy Voting and Shareholder Engagement for Endowments, February 2017


    Briefing paper 

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



    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



    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)





    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



    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:


    SIILK Resources


    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 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.

    Justice, Equity, Diversity & Inclusion (JEDI) Working Group

    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.





    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.





    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

  • A New Approach to Investing in Public Stocks through a Racial Equity Lens

    This post by Keith Beverly, of GRID 202 Partners, 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 how to invest in public stocks through Racial Equity Lens. 

    Read more

  • Weekly News Round-Up: November 20, 2020

    As a network, we are pleased to announce that our 2021 Climate Action Pursuit is launching Feb 24-26, 2021 - sign up to be first to know when registration is live. Join Second Nature and IEN on a four milestones ambitious pursuit of climate action, justice, and resilience by signing up today! 

    We’d equally like to thank everyone who participated in our last webinar on fiduciary duty when integrating sustainable investment options into retirement plans. For those that couldn’t make it and are interested in the subject, you can access the recorded event here.

    Additionally, we'll be taking a week off from the roundup next week as our staff will take time to celebrate Thanksgiving.

    Read more

  • Weekly News Round-Up: November 13, 2020

    We had a great webinar talk on best practices in impact measurement on endowment portfolios and would like to thank all those that could attend. Take a look at one of the key resources shared, this primer from Global Endowment Management.

    This week, join us for an informative and interactive webinar composed of top experts on the state of fiduciary duty for defined contribution plans in the United States to help clarify how plan sponsors and trustees can consider sustainable investing strategies in retirement plans. Learn more and register here.

    Read more

  • Weekly News Round-Up: November 6, 2020

    As we all patiently wait for the November 3rd election results, we'd like to share with you the following articles and remind you of our upcoming webinar on concrete ways to apply best practices in impact measurement to endowment portfolios. Learn more and register here.

    Read more

  • Weekly News Round-Up: October 30, 2020

    We’d like to thank everyone who made time in their demanding schedules to take part in this week’s webinar about how World Education Services partnered with TIFF to find investment strategies that reflect WES’s mission and address today's biggest challenges. For those who couldn’t make it, we’ve made the recording available for you to watch at a later time here.

    In this week’s news, Illinois State Treasurer called on Russell 3000 companies to disclose their board diversity data, and Yale’s Chief Investment Officer publicly instructed the firms who manage the University’s endowment to diversify their ranks or risk Yale pulling its money from them. Has your organization taken new steps on diversity, equity, and inclusion that you’d like to share with the network?

    Read more

  • published Sarasin Asset Management in Organizations 2020-10-28 12:31:37 -0400


    Sarasin Asset Management is the SEC registered subsidiary of London-based, Sarasin & Partners. The firm specializes in managing concentrated Global Thematic portfolios with a philosophy driven by sustainability, with ESG, climate impact analysis and Stewardship embedded within the investment process. Due to an increase in interest for true integration of ESG factors and corporate engagements throughout a proven, time-tested investment process, we established a New York office in 2019.


    We offer several equity strategies driven with the philosophy of sustainability, including: Thematic Global, Responsible Global (social & climate), Global Dividend, and Sarasin Food & Agriculture Opportunities.






  • Weekly News Round-Up : October 23, 2020

    We hope you enjoyed our updated website with its refreshed network's focus areas and were able to smoothly navigate through our new round-up format last week. Please send us any reactions!

    In this week’s news, we’d like to remind you to join our upcoming webinar on October 29 to learn how responsible businesses and investors can rise to the demands of our time, hone their competitive edge, and position themselves for continued success in an unpredictable future. Register here.

    Read more

  • Weekly News Round-Up: October 16, 2020

    We are thrilled to announce that we’ve updated our website to reflect our updated strategic plan, with deeper content on the network's focus areas and specific social equity and climate goals for intentional endowments and invite you to enjoy our new round up format as we strive to make the content you expect even easier to navigate.

    We equally present to you our recently published case study, Warren Wilson College: Active Ownership in the Endowment, that describes a path all endowments can follow to exercise their ownership stake to ensure that companies are adequately addressing ESG risks and opportunities.

    Read more

  • Weekly News Round-Up: October 09, 2020

    We are pleased to announce that IEN has joined the pledge to support an increase in voter participation in our upcoming elections by making Nov. 3rd a paid holiday ensuring employees will have a work schedule that allows them time to vote. 

    In this week’s news, we would like to remind you that Reuters’ ESG Investment North America 2020 virtual event of October 13th -14th is still open for registration. Join the conversation to unlock the tools and expertise required to effectively integrate ESG and deliver sustainable and above market investment returns.

    As the 2020 election approaches, take a look at this toolkit for college campuses to support your community to vote by mail, and businesses and investors can join this pledge to support an increase in voter participation in our country's elections.

    Read more

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