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Investment stewardship

Investment stewardship stands at a pivotal moment. The accelerating pace of climate change, the erosion of nature, and persistent social inequalities call for stewardship that is more ambitious, connected, and effective than ever before. While challenges remain, this is also an opportunity to reimagine and strengthen the foundation of effective stewardship and scale the practices that create lasting value.

Systems-informed stewardship applies a systems lens to stewardship and proposes three shifts to change the course of stewardship, as it is most commonly understood and practiced, towards a more sustainable future. The three shifts are:

  • Embedding stewardship
  • Designing for complexity
  • Managing for effectiveness.

Three papers are in this series:

  1. Systems-informed stewardship: Reimaging stewardship for a sustainable future.
  2. Background paper 1: Viewing stewardship through a systems lens
  3. Background paper 2: Systems terms and concepts.

Systems-informed stewardship is an ongoing journey of learning, adaptation, and discovery. Rather than offering simple solutions, it invites us into a richer conversation about what effective stewardship could become. Creating a more sustainable, equitable, and prosperous future demands collaboration that goes beyond traditional boundaries, bringing together those directly involved in investment processes with those whose work shapes the broader context.

An invitation to join the conversation

We are at the beginning and invite you to join this evolving conversation and contribute your experience, insights, and questions. Please sign up to keep abreast of news and to participate in future discussions.

Please contact Dr Donna Loveridge to learn more about the research, join the conversation and discuss partnership opportunities.

Dr Donna Loveridge

About the author

For more than two decades, Dr Donna Loveridge has helped organisations worldwide translate ambition into measurable impact. A strategist and evaluator, she specialises in sustainable development, systems change, and making markets and finance more inclusive and effective. Donna has advised governments, multilateral organisations, investors, and foundations across Asia, Africa, and the Pacific, shaping major initiatives and turning complexity into clarity through rigorous analysis and action learning. She holds a Doctorate in program evaluation and brings both technical depth and pragmatic insight to every partnership.

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