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Seeing SRI in Context: Emerging Strategies for Socially Responsible Investing in College Endowments

September 4 | 1:00–2:15pm ET

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Overview

Thriving
Do college and university endowments that adopt socially responsible investment (SRI) policies experience lower investment returns? Over the past decade, many nonprofits have instituted SRI programs within their investment portfolios. However, college and university investment committees may have been reluctant to fully adopt SRI strategies, fearing they may lead to lower overall returns.
 
This webcast describes new research that shows the effects of SRI on endowment returns, discusses new strategies that might help endowment improve their SRI performance, and discusses the factors that investment committees and endowment managers should consider when applying new SRI principles in their portfolios.
 

Finance Webcast

What You Will Learn

NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. After participating in this program, you will be able to:

  • Appraise the challenges and opportunities in the new and emerging SRI strategies.
  • Evaluate new research comparing institutional endowment investment returns by adoption of SRI strategies and total endowment size.
  • Report on the various governance questions and challenges that you may need to address to reach your endowment’s SRI goals.

Who Should Attend

  • Accountants
  • Budget Directors
  • Chief Business Officers
  • Chief Investment Officers
  • Controllers
  • Endowment Investment Committee Members
  • Vice Presidents of Finance

Meet The Presenters

  • Steffon Gray, assistant director, research and policy analysis, NACUBO
  • Mamadou-Abou Sarr, senior vice president and director of product development and sustainable investing, Northern Trust
  • R. Keith Sauls, investment committee chair, College of Charleston

CPE Information

RECEIVE 1.5 CPE CREDITS

Field of Study: Finance (note: each person must register individually to earn CPEs)

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org.

Registration Rates

Registration assistance: 800.462.4916 or support@nacubo.org

Cancellation Policies

Member Standard Ends April 4, 2077

$129

Non-Member Standard Ends April 4, 2077

$219

Schedule

Day 1

Show Full Day

Sponsors

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