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Approaching the Tipping Point: Building the Marketplace for System-level Investing

Jessica Ziegler July 5, 2022

The social and environmental challenges of the 21st century are new, different, and fundamentally destabilizing; they are complex, interconnected global issues with multiple contributing factors, and they impact entire economies and societies, threatening the global financial system and long-term investment returns across all asset classes – they are systemic. For numerous reasons outlined in TIIP’s recent report, Approaching the Tipping Point: Recommendations for building the marketplace for system-level investing, now is the time to encourage industry-wide embrace of system-level investing. This session will open with a brief overview of Approaching the Tipping Point followed by five concurrent facilitated breakout sessions – each focused on discussing and critiquing one of the report’s five recommendations and brainstorming practical ideas for bringing them to fruition. It will conclude with a “report out” on each of the five concurrent sessions.

Format

Workshop

Meta Themes

  • Reimagine Systems

  • Accountability

Themes

System-level investing; sustainable investing; impact investing; stewardship; ESG integration; income inequality; climate change; racial justice

Purpose and Desired Outcome

The purpose is to increase awareness of and buy-in for widespread adoption of system-level investing to manage systemic social, environmental, and financial risks and opportunities. Desired outcomes are: (1) generating interest in and partnerships for executing on the recommendations outlined in Approaching the Tipping Point, and (2) identifying weaknesses in the recommendations outlined in Approaching the Tipping Point and plans for addressing them.

Audiences

  • Allocators (Family Offices, HNW Individuals, Foundations)

  • Asset Managers

  • Intermediaries (Financial Advisers, Investment Bankers)

Speakers

  • NameJessica Ziegler
  • TitleDirector of Research
  • OrganizationThe Investment Integration Project
  • StatusConfirmed
  • NameWilliam Burckart
  • TitleCEO
  • OrganizationThe Investment Integration Project
  • StatusConfirmed
  • NameMonique Aiken
  • TitleManaging Director
  • OrganizationThe Investment Integration Project
  • StatusConfirmed
  • NameJR Bascom
  • TitleAssociate
  • OrganizationThe Investment Integration Project
  • StatusConfirmed
  • NameWaseem Mardini
  • TitleManager
  • OrganizationHumanity United
  • StatusInvited
  • NameNoel Pacarro Brown
  • TitleSenior Vice President
  • OrganizationThe Conscious Wealth Management Group, Morgan Stanley
  • StatusInvited
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