Intentionally Designed Endowment: Aligning Your Investment Portfolio with your Environmental, Social, and Governance Goals

Consultative Collaboration
April 3-4, 2014
Hampshire College

A Project of Hampshire College and Second Nature

Purpose:
Many higher education institutions are grappling with the question of whether and how to align institutional investment policies with educational values. For most institutions this is uncharted territory.

Hampshire College, which for many years has been a leader in aligning its investment portfolio with its educational mission and values, and Second Nature, a leader in the higher education effort on sustainability and supporting organization of the American College & University Presidents Climate Commitment, propose to work with private liberal arts colleges and universities to address how endowments can be positioned to create a more healthy, just, and sustainable society.

Our purpose is to help the leaders of these institutions examine how they might address these issues individually and collectively.

Through this event, we will provide an opportunity for higher education presidents, business officers, trustees, endowment portfolio managers, and private foundation officers to explore how larger societal challenges are affecting and are affected by endowment decisions, discuss strategies, challenges and opportunities for intentionally aligning investment decisions with organizational values, and learn how other institutions have approached these issues and explore opportunities for further collaborative work.

_{Pictured above, right: Hampshire College President Jonathan Lash}

Attendance is by invitation only. Intended target audience will include:
Private Liberal Arts Colleges and Universities
Board of Trustee Investment Committee Members
Portfolio Managers (internal or external)
Chairs of Boards of Trustees
Presidents
Principal Business Officers/Chief Financial Officers
Students invited by investment committees and PBOs (1 per campus)
Officers of Private/Family Foundations

Target Size: 100-150 participants

Consultation Overview (to be developed)
Day 1: 5:30 p.m.-9:00 p.m.
Reception and Dinner
Purpose and Goals
Keynote speakers

Day 2: 8:30 a.m.–2:30 p.m.
Working groups (to be designed) 2:30-3:30 p.m.
Wrap up and next steps

Registration
Registration is by invitation only. For more information, please contact Joanna Olin, chief of staff, at jlcPR@hampshire.edu

Contact Information
Joanna Olin, chief of staff, Office of the President, Hampshire College
jlcPR@hampshire.edu
413.559.5521

Tony Cortese, Senior Fellow, Second Nature
acortese@secondnature.org
617.549.4736