Institutional Capital & Impact Across the Portfolio

Georges Dyer Intentional Endowments Network

Track

Shaping Capital Systems

Format

The Collaborative Forum ((Up to 3 Facilitators/Speakers))

Speakers

  • NameKristi Petrie
  • TitleCo-Executive Director
  • OrganizationAJL Foundation
  • NameAkasha Absher
  • TitleCo-President
  • OrganizationSyntrinsic
  • NameGeorges Dyer
  • TitleExecutive Director
  • OrganizationIntentional Endowments Network

Description

How can more institutional investors align their entire portfolio for positive social and environmental impact? This session will explore innovative approaches to drive more institutional capital with positive impact across asset classes, highlighting the AJL Foundation as a case study, with examples in active and passive public equities, fixed income, private credit, and cash. Participants will hear from an institutional asset owner, their investment advisor, and a field-building network on the practical governance, portfolio construction, and implementation challenges—and solutions—for approaching sustainable, mission-aligned, and impact investing.

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