SYSTEM-LEVEL INVESTING KNOWLEDGE LABby The Shareholder Commons

What are you trying to do?

System-level investing involves taking coordinated actions to address root causes of systemic issues and improve long-term financial outcomes. Start from your role, or ask a question.

Ask anything, e.g. “How do I make the case to my investment committee?” Ask
Which actions suit a passive manager? Portfolio impact vs. company impact Evidence on climate externalities What is system-level investing?
I’m an asset owner Aligning beliefs and mandates
Voting on systemic issues
Making the case to trustees
Start here →
I’m an asset manager Stewardship at scale
Collective engagement
Responding to client demand
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I build the field Research and evidence
Networks and roundtables
Funding and legitimacy
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System-Level Investing Actions

Four categories, around twenty specific actions, and model case studies showing how they fit together.

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Resource Library

Access publications from across the ecosystem relevant to system-level investing

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Externality Research Database

Understand the evidence on how specific externalities affect the economy and portfolios

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Get Involved Roundtable · Systemic Risk & Investor Resilience, May 12 Open for feedback · Climate Risk Playbook, by May 20 New · Investor guide on public policy actions View all →