Aligning Purpose with Performance: Reinvesting in Communities without Sacrificing Returns

Pension funds approach investing from a shared sense of community, whether that is a group of employees from the same local government, university system, or industry. But too often their investment strategies do little to help their own community. Funds focus on large-scale stocks like the magnificent seven, taking away valuable capital that could be reinvested into their community and securing future community members to pay into the fund. This session will present a practical framework for measuring community impact across existing portfolios and identifying reinvestment opportunities to increase local capital and create a durable system for generations.