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Socially Responsible Investing: Tackling SRI and ESG Goals and Strategies

May 4, 2021 | 1:00pm–2:00pm ET | Part of the Endowment Master Class Series

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Economic Sustainability Leadership
Institutional investors are increasingly looking to integrate socially responsible investing (SRI) into their portfolios to better align their investing with the mission and values of their institution and constituents. SRI, also known as impact investing, sustainable investing, and values-based investing (among other names), is a strategy that incorporates environmental, social, and governance (ESG) factors into the investment process.  
In this session, senior institutional investment experts will discuss integrating SRI and ESG into your institution's investment portfolios and how they can potentially improve the risk/return profile of your endowment.
From an environmental standpoint, investing in companies and crafting strategies that promote sustainability—such as a focus on investing in clean energy and in new technologies that support a reduction in carbon emissions—can have a positive impact on society the environment and your portfolio. What environmental factors are important to your institution and its mission and how should you incorporate them into your investment policy?
From a social standpoint, the lack of diversity in the asset management field and amongst college and university asset managers, is an ongoing and persistent issue that must be addressed. Research has shown that diversity related to investing and more specifically, working with diverse managers expands the opportunity set for institutional investors and can lead to better performance. How should your institution add considerations for diverse managers to its manager review process?
This webcast is part of the NACUBO Endowment Master Class Series. Visit the series page to see other sessions available for a la carte registration or to purchase access to the whole series.
This webcast is supported by Commonfund.  

Endowment Management 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—

  • Discuss how ESG/SRI strategies may be incorporated into institutions’ investment policy statements
  • Evaluate, consider, and dispel myths regarding the challenges and opportunities in ESG/SRI strategies
  • Understand the nuances and considerations into how ESG/SRI strategies may be employed across various asset classes

Who Should Attend

  • Chief Financial Officers
  • Endowment Chief Investment Officers
  • Institutional Treasurers
  • Investment and Finance Committee Board members
  • Professional Endowment Fund Managers

Meet The Presenters

  • Caroline Greer, managing director of the Commonfund Asset Management Team, Commonfund
  • Ethan Levine, managing director and co-head of real assets and sustainability, Commonfund
  • Deborah Spalding, managing director, Commonfund
  • George Suttles, director of research, Commonfund Institute, Commonfund

CPE Information

Estimated 1 CPE Credit

Note: each individual must register to earn CPE credit.

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

NACUBO thanks the following supporters of this event:

Premier Supporters

Classic Supporters


Registration assistance: 877.797.7698 or

Cancellation Policies

Member Standard Ends May 19, 2021


Non-Member Standard Ends May 19, 2021



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