Topic: Investment Perspectives

TIFF Investment Management’s Zhe Shen and Suzanne Dugan, are cited in the May 4, 2022 issue of FundFire. They are quoted on hedge funds and the increased interest in the energy transition amid the current geopolitical crisis.

Hedge Funds Jump on Energy Transition Investing

TIFF CIO, Jay Willoughby’s interview with FundFire’s Dervedia Thomas where he discussed mistakes that institutions make that can cause them to underperform was selected as a top video for 2021.

If you have a subscription, you can view the video through the link below.

FundFire – Top Videos of 2021

TIFF’s Dedicated Sustainable Strategies Mark One-Year Anniversary

RADNOR, PA – July 2021

TIFF Investment Management (“TIFF”), an OCIO manager that oversees $7.5 billion in assets, including committed capital, as of June 30, 2021, is pleased to announce the one-year anniversary of its dedicated sustainable strategies.

While the concept of “sustainable investing” has been garnering increasing interest in recent years, TIFF has long considered environmental, social, and governance (ESG) issues when performing investment manager research.  In 2020, TIFF further expanded our ESG efforts by launching multiple dedicated sustainable strategies designed to help our nonprofit members invest using an ESG-focused approach.

TIFF’s sustainable strategies seek to invest while maintaining a positive environmental and social impact.  The strategies invest in managers TIFF believes are leaders in ESG integration and corporate engagement, as well as thematic managers investing in areas such as energy transition, resource efficiency, water, and healthcare.

TIFF’s sustainable strategies currently invest in public equities, hedge funds, and fixed income.  We engage deeply with our managers and our broader network of stakeholders on ESG and diversity, equity, and inclusion (DEI) issues, seeking to promote best practices across the investment industry.  Through this work, we aim to meet our members’ investments goals while having a positive impact on the world.

For more information, visit https://www.tiff.org/sustainable-investments/.

All investments involve risk, including possible loss of principal.

Not all strategies are appropriate for all investors. There is no guarantee that any particular asset allocation or mix of strategies will meet your investment objectives. Diversification does not ensure a profit or protect against a loss.

This article is being provided for informational purposes only and constitutes neither an offer to sell nor a solicitation of an offer to buy securities. Offerings of securities are only made by delivery of confidential offering materials, which describe certain risks related to an investment and which qualify in their entirety the information set forth herein.

This article is not investment or tax advice and should not be relied on as such. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

The global market for “sustainable” fixed-income securities is estimated at over $1 trillion[1] and growing.  It includes corporate, municipal, sovereign, and securitized bonds issued to finance businesses, infrastructure and projects designed to have positive environmental and social impact.  The purpose of this paper is to explain TIFF’s approach to sustainable fixed-income and how we are tapping into this opportunity set.

TIFF launched dedicated sustainability strategies in July of 2020.  The dual mandate of these sustainability strategies is to seek investment returns in excess of CPI + 5% over market cycles while maximizing positive environmental and social impact.  These strategies employ the same time-tested investment process that TIFF has used to manage capital for non-profits for thirty years, relying on superior manager selection across public equities, diversifying strategies, and fixed income.  There are some modest but important differences in how we construct the sustainability portfolios, relative to TIFF’s other comprehensive solutions, including how we manage fixed income.

TIFF Investment Management’s CEO, Kane Brenan was featured on CNBC Squawk Box on Friday, May 21, 2021. Kane addresses current investment considerations for endowments and foundations.

Watch Kane Brenan on CNBC Squawk Box