Annual IEN Member Survey 2019
The annual member survey is an essential way for us to assess what's working, what's not, and to set priorities for 2020. Your answers will be kept confidential and will not be identified individually.

As a thank you for your participation, you have the option to enter a raffle to win one free registration to the Higher Education Climate Leadership Summit (February 23-25, 2020 in Tempe, AZ) at the end of the survey.

This survey should take between 5-10 minutes to complete. Thank you in advance for your time and participation.
TELL US ABOUT YOU
Which IEN Member Organization do you represent? *
Your answer
SHARE PROGRESS
Please select any activities your endowment, or your endowment clients, have taken related to mission aligned or sustainable investing within the last 12 -18 months (select all that apply): *
Required
NETWORK IMPACT
What resources or events did you find relevant or valuable? (Please rank in terms of: Not familiar with this resource, Not Relevant, Somewhat Relevant, Valuable/Relevant, Highly Valuable/Relevant)
Intentionally Designed Endowment Roadmap *
The Business Case for ESG *
Endowment Snapshots *
Intentionally Designed Endowment Primer *
Gender Lens Investing Primer *
2018 IEN Impact Report *
Monthly webinars *
Weekly News Roundup *
IEN Quarterly Newsletter *
Participation in an IEN Working Group
Member Contact Directory *
Online Community Conversations *
[Event] Higher Ed Climate Leadership Summit (Feb. 2019, Tempe, AZ)
[Event] The University of New Hampshire Panel on Implementing an Intentionally Designed Endowment Portfolio (May 2019)
[Event] The Intentionally Designed Endowment Roundtable During Total Impact Philadelphia on (May 2019)
[Event] ESG & Community Investing Roundtable (Sept. 2019, Berkeley, CA)
How did the Network contribute to any specific areas of your work? Please describe: *
Your answer
SETTING PRIORITIES
Which THEMES do you think the Network should focus on over the next 12 months? (please select up to 5) *
Required
Which areas do you think the Network should focus on for providing resources over the next 12 months (please rank in order of priority from highest to lowest):
Learning about fiduciary duty, financial performance, and what peers are doing in relation to sustainable investing *
Lowest
Highest
Consensus building among endowment fiduciaries *
Lowest
Highest
Establishing a new investment policy *
Lowest
Highest
Assessing current portfolio *
Lowest
Highest
Aligning endowment with institutional mission *
Lowest
Highest
Monitor Portfolio (Financial Performance alongside Mission-Alignment) *
Lowest
Highest
Communicating sustainable investing activities and progress with stakeholders *
Lowest
Highest
Which member benefits do you think the Network should focus on over the next 12 months (please rank in order of priority from highest to lowest):
Increase brand visibility and leadership recognition for members *
Low priority
High priority
Advisory services *
Low priority
High priority
Regional networking dinners for board members, CIOs, CFOs, OCIOs and other providers *
Low priority
High priority
Case studies *
Low priority
High priority
Webinars *
Low priority
High priority
Member only online discussion forum *
Low priority
High priority
Professional development resources for shareholder action and proxy voting *
Low priority
High priority
Working Groups *
Low priority
High priority
Member Convening: Conferences, Forums and Summits *
Low priority
High priority
VALUE OF THE NETWORK
Please list the names of other IEN Member organizations that you have interacted with this year specifically related to your involvement with the Network (include organizations you interacted with through email, phone calls, in person meetings, conferences, forums, etc.). See a full list of current Network Members here: http://www.intentionalendowments.org/network_members *
Your answer
How would you describe the frequency of engagement across the Network? Please help us understand the level of interactions that you have either with IEN staff or other Network members (either in person, during events, or online). *
Are there specific types of engagement opportunities you would like to see more or less of (e.g., emails, online meetings, in-person events, etc.)? *
Your answer
How likely are you to recommend IEN? *
Not likely
Very likely
In your opinion, is there anything that we didn’t ask, but should have? If so, what did we miss and how would you respond?
Your answer
If you are interested in entering the raffle to win one free registration to the February 2020 Higher Education Climate Leadership Summit, please enter your email address
Your answer
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