- How do shocks and stressors such as economic crises, ecosystems under pressure, and societies in turmoil impact investors’ bottom lines and prospects for long-term financial success?
- How do investors’ day-to-day decisions about what securities to buy or how to construct portfolios impact the environment, society, and broader financial system?
- Is Modern Portfolio Theory (MPT) – the foundational ideas that guide contemporary investment decision-making – out of touch with today’s market dynamics and investors’ needs?
TIIP explores these and other pressing questions and posits corresponding theories of change rooted in system-level investing.
We convene industry experts to gather their insights, to discuss system-level investing challenges and opportunities as well as to share/co-create solutions.
In Portfolios and Systemic Framework Integration: Towards a Theory and Practice, TIIP lays the groundwork for system-level investing and argues that the strength of environmental, societal and financial systems substantially impacts investors’ ability to generate returns. Without the smooth function of these systems, all portfolios suffer.
Which environmental, social, and financial system issues are most relevant to investors? How do investors identify these issues so that they might most efficiently target their system-level investing efforts? TIIP answers these and related questions in Systems-Level Considerations and the Long-Term Investor: Definitions, Examples, and Actions.
Income inequality has the potential to negatively impact institutional investors’ portfolios and increase financial and social system-level instability. Together with The Principles for Responsible Investment (PRI), TIIP explores how investors can address the issue in Why and How Investors Can Respond to Income Inequality.
TIIP conducts extensive research that we combine with deep insight to identify, examine and evolve effective practices in system-level investing.
We develop tools and frameworks for measuring and reporting on investors’ impacts on environmental, social, and financial system-level issues.
In Effective Investing for the Long Term: Intentionality at Systems Level, TIIP recommends strategies for balancing investment considerations with maintaining the resilience of the environmental societal, and financial systems that are the ultimate source of this wealth creation.
Measuring Effectiveness: Roadmap to Assessing System-level and SDG Investing guides investors in measuring the effectiveness of their system-level investing strategies, including those focused on contributing to achievement of the United Nations’ Sustainable Development Goals (SDGs).
TIIP documents the scope and variety of sustainable and systems-level investing approaches undertaken by 50 asset owners and managers and highlights best practices for bridging the gap investor portfolios and what occurs in the outside world in Tipping Points 2016.
TIIP leverages its targeted, customized sustainable and system-level investing toolkits and “how-to” guides for different industry segments — investors, asset managers, financial advisors, and others (across the financial industry and within individual organizations) — to translate TIIP’s theory and research into practice for any given client.
We also assess firms’ sustainable and system-level investing strategies and recommend enhancements to allow them to make measurable progress toward shared outcome goals.
Consulting engagements with individual organizations are kept strictly confidential.
TIIP’s Fundamentals of Sustainable Investment: A Guide for Financial Advisors provides a how-to guide for financial advisors (FAs) who want to integrate sustainable investment into their practices but do not know where to start. The guide dispels common myths about sustainable investment and helps FAs disentangle the often-confusing web of sustainable investment vocabulary. Most importantly, the guide recommends a four-step process for how FAs can talk to their clients about sustainable investment and brings the guidance to life via a series of “real-world” scenarios.
Together with Domini Impact Investments, a leading impact investing asset manager, TIIP developed a system-level impact measurement program and a first-of-its-kind impact report Shifting the Investment Paradigm: Domini’s System Project.