NextBillion - An Initiative of the William Davidson Institute at the University of Michigan

**Space is limited for the in-person gathering. All interested in attending who cannot be accommodated in-person will be able to participate virtually. Reception to follow for in-person attendees from 5:00-6:00pm ET.**

From Vision to Action Using a Total Portfolio Approach

As systemic risks become increasingly complex and interconnected, the demand for a unified, forward-thinking investment response has reached a critical juncture. The 4th Annual Symposium on System-Level Investing, co-hosted by The Investment Integration Project (TIIP), the UN-supported Principles for Responsible Investment (PRI), and the U.S. Impact Investing Alliance, and sponsored by the High Meadows Institute and Omidyar Network, serves as the premier platform for asset owners, managers, trustees, and institutional leaders to exchange actionable strategies for embedding system-level investing principles into practice. Building on the foundation of prior years’ conversations, this year’s symposium focuses on practical implementation—equipping diverse institutions with the tools to address unique challenges and seize emerging opportunities. Participants will delve into compelling case studies, expert panels, and interactive discussions, exploring how investors align policies, strategies, and actions to manage systemic risks while achieving fiduciary and performance objectives. This year’s event highlights the experiences of leading investors navigating today’s most pressing economic, environmental, and societal challenges. Through real-world examples, the symposium will offer clear pathways for integrating system-level investing into institutional policies, programs, and practices.

Key features of the agenda include:

• A broad spectrum of perspectives from board trustees, CEOs, CIOs, portfolio managers, and other influential leaders at the forefront of this movement.

• Panels addressing the challenges of managing complexity, adopting a total portfolio approach, and building organizational capacity for system-level investing.

• Insightful stories showcasing how a global community of practice is bridging the gap between systemic issues and investment decisions.

Continuing its tradition supporting investors’ implementation of system-level investing, TIIP will unveil new resources and launch version 2.0 of the SAIL enterprise management platform—an advanced tool offering step-by-step guidance for investors at all stages, from building system-level beliefs to implementing robust investment practices. In-person attendees will also receive an exclusive sneak preview of a series of total portfolio reviews for system-level investing that TIIP has underway.Whether you’re driving sustainable strategies, tackling systemic risks, or reimagining the future of finance, the 2025 Symposium on System-Level Investing is your essential guide to creating meaningful change and shaping the next era of responsible investing.Detailed agenda to follow.