Publications 

Roadmap for Intentionally Designed Endowments

Primer: Intentionally Designed Endowments

Briefing Paper: The Business Case for ESG (2016)

Engaging Investment Managers on Proxy Voting & Other Forms of Shareholder Engagement (2016)

White Paper: Investing in Clean Energy: Campuses and Endowments (2016)

Leading Practice on Fiduciary Duties for Endowments and Foundations (2017)

Updated Regulatory Guidance on Proxy Voting and Sustainable Investment (2017)

Higher Education, Endowments & The Paris Agreement: Summary of the Intentional Endowments Network 2016 Strategic Planning Summit (2017)

Considerations for ESG Policy Development (2017)

The Paris Agreement in the Investment Policy: Sample Language for Integrating the Goals of the Paris Climate Agreement into an IPS (2017)

Hampshire College Case Study (2017)

Toolkit: How To Start And Run A Student-Managed Sustainable Investing Fund (2018)

Adding Sustainable Investments to Higher Education Retirement Plans (2018)

Briefing Paper: Options for Endowment Investment in Solar Energy (2018)

Hiring an Investment Consultant: Making Your ESG Intention Actionable (2018)

Arizona State University Case Study (2018)

Gender Lens Investing: A Primer for College and University Endowments (2019)

Financial Performance of Sustainable Investing: The State of the Field and Case Studies for Endowments (2020)

Racial Equity Investing: A Primer for College & University Endowments (2020)

2020 Endowment Snapshots Report

Active Ownership in the Endowment: Warren Wilson College Case Study (2020)

Educating the Next Generation of Sustainable Investment Leaders: A Report on the State of the Field of Student-Managed Investment Funds (2021)

Guide to Sustainable Retirements (2021)

Net Zero Endowments Briefing Paper (2021)

Leading with Justice: Net Zero Investing & Conversations on Climate Justice (2022)

Commitment to Sustainability: Investment Strategies at the University of Illinois System (2022)

Warren Wilson College: Impacting How Companies Do Business (2022)

Warren Wilson College: 2023 Shareholder Engagement Impact Report (2023)

The Endowment Impact Benchmark: 2023 Pilot Results (2024)

 

IEN's Expert Q&A Articles Series

Protecting Higher Education’s Freedom to Consider Sustainability Metrics When Investing (May 2023)

Sustainable Retirement Initiative: Q&A with Alex Wright-Gladstein, CEO and Founder of Sphere (April 2022)

Approaching Net Zero Strategies with a Racial Justice Lens, the Next Investment Frontier (June 2021)

Defined Contribution Plans with an ESG Overlay: The Hurdles & Untapped Investment Opportunities (April 2021)

Managing Public Equity Portfolios through a Climate Risk Lens (February 2020)

Investors Wield Shareholder Power to Address Climate Investment Risks (November 2019)

Wielding Alternative Debt Towards a Resilient Future (August 2019)

Making An Environmental, Social, and Governance (ESG) Impact through Public Fixed-Income (April 2019)

Addressing Climate Change Through a Private Equity Lens, Making An Impact (February 2019)

The Power and Impact of Community Investing (September 2018)

Gender Lens Investing Landscape: Barriers & Opportunities (July 2018)

ESG Materiality and Shareholder Engagement...What's Next? (May 2018)

Event Resources

Visit our Past Events page for links to videos, presentations, summary reports and other resources related to intentionally designed endowments.

 

Articles

Investing With Purpose l by Anthony Cortese, Co-Founder and Principal, Intentional Endowments Network, NACUBO's Business Officer Magazine, March 2018

A Cooperative Path Toward Divestment l by Carl Vance, CIO, Lewis and Clark College & IEN Member, NACUBO's Business Officer Magazine, March 2018

Matching Investments to Mission l by David Ellis, CFO, Becker College & IEN Member, NACUBO's Business Officer Magazine, March 2018

"The Intentionally Designed Endowment" | by Anthony Cortese, David Dinerman, and Georges Dyer, AGB's Trusteeship Magazine, Sept/Oct, 2017

"Why Intentionally Designed Endowments Matter for Business" | by Georges Dyer, GreenBiz, March 19, 2015

"How We Created an Outside-the-Box SRI Conference" | by Barbara Simonetti, GreenBiz, June 5, 2014.

 

Celebrating the Leaders Video Series

Celebrating the Leaders Video Series highlight the journeys that colleges and universities are taking to design endowments that align with institutional mission and sustainability goals. Each institution's stories are unique to their own histories and perspectives, illustrating that there are many ways to approach this process.