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.
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
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.
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
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
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 www.nasbaregistry.org.
NACUBO thanks the following supporters of this event: