Sustainable Investment Summit

January 9, 2020 – State Street Global Advisors (Boston, MA)

TIIP recently hosted the Sustainable Investment Summit together with the Money Management Institute (MMI) and Toniic. The unique one-day event brought together wealth managers, investment managers, and asset owners and a roster of sustainable investing luminaries to discuss the opportunities and challenges of Aligning Mission with Investment Policy. The Summit addressed two critical and related topics: (1) how ESG and data issues are impacting investment due diligence efforts, and (2) strategies for effectively working with endowment and foundation clients.

TIIP extends our sincere thanks to State Street Global Advisors for opening their Boston, MA offices for the Summit and to all who presented and otherwise provided their insights during panel discussions and breakout sessions:

  • Edward A. Allen, CAIA, Managing Director, Head of ESG Client Coverage – Americas, MSCI
  • David Armstrong, Editor-in-Chief, WealthManagement.com
  • Adam Bendell, Chief Executive Officer, Toniic
  • Ian Brownell, Impact Investor
  • William Burckart, President and COO, TIIP
  • Lauren Cope, ESG Team Lead, Bloomberg LP
  • Tony Crescenzi, Executive Vice President, Market Strategist and Generalist Portfolio Manager, PIMCO
  • Anjali Deshmukh, Vice President, Mission Investors Exchange
  • John Farley, Vice President, Responsible Investment Strategy, Calvert Research and Management
  • Sarah Hoyt, Investment Director, Mission Related Investing, Cambridge Associates
  • Rakhi Kumar, Senior Managing Director, Head of ESG Investments & Asset Stewardship, State Street Global Advisors
  • Yuval Lion, Impact Investor and Toniic Member
  • Steve Lydenberg, CFA, Founder and CEO, TIIP
  • Guillaume Mascotto, Vice President, Head of ESG Investment Stewardship, American Century Investments
  • Kenzie Colgan Reinoso, Vice President, Volery Capital Partners
  • David Sheasby, Head of Stewardship & ESG, Martin Currie
  • Tom Simunovic, ESG Strategy Specialist, Regional Sales Consultant, Trillium Asset Management
  • Anna Snider, Managing Director, Head of Due Diligence, Chief Investment Office, Global Wealth & Investment Management, Bank of America Merrill Lynch
  • Jackie VanderBrug, Managing Director, Head of Sustainable and Impact Investment Strategy, Bank of America Merrill Lynch

Visit the MMI Sustainable Investing Community to view materials from the Summit, including the new report from TIIP and MMI – Sustainable Investment Products and Due Diligence: Insights from Industry Experts.

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