21st Century Investing

Buchzusammenfassung

William Burckart is COO and president of The Investment Integration Project (TIIP), a consulting services firm that advises organizations on systemic risks and opportunities. He coedited New Frontiers of Philanthropy, and his work has appeared in the Guardian and Forbes, among other publications.

We’ve explored how system-level investors can adapt traditional strategies, such as portfolio construction and investment belief statements, to drive systemic change. These tools help align investments with broader values, as seen in examples like CalPERS’ commitment to sustainability. Bonds, particularly innovations like green and COVID bonds, also play a critical role in funding systemic improvements. However, the rise of sustainable investing demands careful scrutiny of financial managers’ intentions and track records. System-level investing challenges the profit-driven mindset of traditional investors by prioritizing long-term societal and environmental resilience. To enact meaningful change, investors must collaborate, focus on actionable goals, and use strategies like standards setting, exemplified by Reverend Leon Sullivan’s anti-apartheid efforts. By applying criteria such as consensus, relevance, and effectiveness, investors can target systemic issues where their actions can have the greatest impact.

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