Date: 14 April
Time: 09:00 ET
Location: NYC & Online
System-level risks, including climate instability, inequality, democratic fragility, and financial concentration, are no longer peripheral to investment performance. They shape beta, constrain diversification, and influence long-term portfolio outcomes. Yet most investment institutions remain organized around asset-level optimization rather than system-level management.
The 5th Annual Symposium on System-Level Investing brings together asset owners, asset managers, fiduciaries, foundations, and field-builders to address this implementation gap.
This year’s theme, From Ambition to Action, explores how institutions are operationalizing system-level investing through governance reform, stewardship at scale, fiduciary analysis, total-portfolio dashboards, market-building capital, and coordinated field-level influence.
Featured sessions include:
- Multiple Pathways to System-level Investing
- The launch of a Total Portfolio Dashboard
- Applying Fiduciary Duties to System-level Investing
- Case studies from leading global investors
- Field-building dialogue with PRI, IEN, USIIA, and ICCR
Organiser
The Investment Integration Project
