21st Century Investing: Redirecting Financial Strategies to Drive Systems Change
How institutions and individuals can address complex social, financial, and environmental problems on a systemic level—and invest in a more secure future.

Investment today has evolved from the basic, conventional approach of the past. Investors have come to recognize the importance of sustainable investment and are more frequently considering environmental and social factors in their decisions. Yet the complexity of the times forces us to recognize and transition to a third stage of investment practice: system-level investing.

In this paradigm-shifting book, William Burckart and Steve Lydenberg show how system-level investors support and enhance the health and stability of the social, financial, and environmental systems on which they depend for long-term returns. They preserve and strengthen these fundamental systems while still generating competitive or otherwise acceptable performance.

This book is for those investors who believe in that transition. They may be institutions, large or small, concerned about the long-term stability of the environment and society. They may be individual investors who want their children and grandchildren to inherit a just and sustainable world. Whoever they may be, Burckart and Lydenberg show them the what, why, and how of system-level investment in this book: what it means to manage system-level risks and rewards, why it is imperative to do so now, and how to integrate this new way of thinking into their current practice.
 
“Burckart and Lydenberg are the Wayne Gretzkys of investing: Showing us not where investing is, but where it’s going.” —Jon Lukomnik, Managing Partner, Sinclair Capital; Senior Fellow, High Meadows Institute
"1137365124"
21st Century Investing: Redirecting Financial Strategies to Drive Systems Change
How institutions and individuals can address complex social, financial, and environmental problems on a systemic level—and invest in a more secure future.

Investment today has evolved from the basic, conventional approach of the past. Investors have come to recognize the importance of sustainable investment and are more frequently considering environmental and social factors in their decisions. Yet the complexity of the times forces us to recognize and transition to a third stage of investment practice: system-level investing.

In this paradigm-shifting book, William Burckart and Steve Lydenberg show how system-level investors support and enhance the health and stability of the social, financial, and environmental systems on which they depend for long-term returns. They preserve and strengthen these fundamental systems while still generating competitive or otherwise acceptable performance.

This book is for those investors who believe in that transition. They may be institutions, large or small, concerned about the long-term stability of the environment and society. They may be individual investors who want their children and grandchildren to inherit a just and sustainable world. Whoever they may be, Burckart and Lydenberg show them the what, why, and how of system-level investment in this book: what it means to manage system-level risks and rewards, why it is imperative to do so now, and how to integrate this new way of thinking into their current practice.
 
“Burckart and Lydenberg are the Wayne Gretzkys of investing: Showing us not where investing is, but where it’s going.” —Jon Lukomnik, Managing Partner, Sinclair Capital; Senior Fellow, High Meadows Institute
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21st Century Investing: Redirecting Financial Strategies to Drive Systems Change

21st Century Investing: Redirecting Financial Strategies to Drive Systems Change

21st Century Investing: Redirecting Financial Strategies to Drive Systems Change

21st Century Investing: Redirecting Financial Strategies to Drive Systems Change

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Overview

How institutions and individuals can address complex social, financial, and environmental problems on a systemic level—and invest in a more secure future.

Investment today has evolved from the basic, conventional approach of the past. Investors have come to recognize the importance of sustainable investment and are more frequently considering environmental and social factors in their decisions. Yet the complexity of the times forces us to recognize and transition to a third stage of investment practice: system-level investing.

In this paradigm-shifting book, William Burckart and Steve Lydenberg show how system-level investors support and enhance the health and stability of the social, financial, and environmental systems on which they depend for long-term returns. They preserve and strengthen these fundamental systems while still generating competitive or otherwise acceptable performance.

This book is for those investors who believe in that transition. They may be institutions, large or small, concerned about the long-term stability of the environment and society. They may be individual investors who want their children and grandchildren to inherit a just and sustainable world. Whoever they may be, Burckart and Lydenberg show them the what, why, and how of system-level investment in this book: what it means to manage system-level risks and rewards, why it is imperative to do so now, and how to integrate this new way of thinking into their current practice.
 
“Burckart and Lydenberg are the Wayne Gretzkys of investing: Showing us not where investing is, but where it’s going.” —Jon Lukomnik, Managing Partner, Sinclair Capital; Senior Fellow, High Meadows Institute

Product Details

ISBN-13: 9781523091096
Publisher: Berrett-Koehler Publishers
Publication date: 04/14/2022
Sold by: Barnes & Noble
Format: eBook
Pages: 232
File size: 4 MB

About the Author

William Burckart is the cofounder and president of the Investment Integration Project (TIIP), an applied research and consulting services firm founded in 2015 that helps investors manage systemic societal and environmental risks and solve systemic problems. He is a visiting scholar of the US Federal Reserve and is a founder and cofounder of two impact investment advisory firms (Burckart Consulting and Impact Economy LLC).



Steve Lydenberg is cofounder and CEO of TIIP and also serves as partner for strategic vision at Domini Social Investments. Lydenberg was a cofounder of KLD Research & Analytics Inc. and previously served as its research director. He was formerly an associate with Franklin Research and Development Corporation (now known as Trillium Asset Management).

Table of Contents

Preface ix

Introduction There's No Time to Lose 1

Chapter 1 Set Goals 23

Chapter 2 Decide Where to Focus 41

Chapter 3 Allocate Assets 53

Chapter 4 Apply Investment Tools 71

Chapter 5 Leverage Advanced Techniques 87

Chapter 6 Evaluate Results 113

Chapter 7 Case Example: Investing to Address Income Inequality 129

Chapter 8 Investors in Transition 149

Conclusion The Time to Act Is Now 169

Notes 175

Acknowledgments 197

Index 203

About the Authors 215

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