About us

Mobilising capital for a sustainable future

The Thinking Ahead Institute (TAI) is a not-for-profit research and innovation network motivated to influence the investment industry for the good of savers worldwide and to mobilise capital for a sustainable future. Since its establishment in 2015, over 90 investment organisations have collaborated to bring this vision to light through designing fit-for-purpose investment strategies, working towards better organisational effectiveness and strengthening stakeholder legitimacy.

Led by Marisa Hall, Tim Hodgson and Roger Urwin, the Thinking Ahead Institute connects our members from around the investment world to harness the power of collective thought leadership and develop innovative solutions for the investment industry.

This is achieved through:​

  • Unique research delivered via seminal papers, Insight articles, toolkits, podcasts and various event formats
  • Collaboration and communication with industry bodies and networks on key issues such as stewardship, diversity, climate change and portfolio efficiency, research working groups, seminars and global industry studies ​
  • Private action with members and Institute friends via 1-2-1 strategic engagement including structured leadership sessions, mini-consulting projects and workshops​


Joining The Thinking Ahead Institute

We seek collaboration with like-minded organisations to achieve our vision to influence the investment industry for the good of savers worldwide and to mobilise capital for a sustainable future.  You can read more about our work in our annual Integrated Reports.

Our members influence the research agenda and participate in working groups and events and have access to proprietary tools and a unique research library. TAI members enjoy the following:

  • 1-2-1 engagement sessions tailored to your organisation’s agenda​​
  • Direct collaboration with other global members as part of TAI’s network​​
  • Participation in research working groups with global peers​
  • Access to non-publicly available research (incl. global peer studies, Insight articles, seminal papers)​​
  • Use of TAI’s proprietary tools and workshops (e.g. the power of culture & teams, right-sizing ESG, governance-related topics)​​
  • Monthly Memo newsletter​ and/or Investing for Tomorrow podcasts​
  • Virtual events (e.g. AOconVOs & Innovation Conversations with WTW manager research)​​
  • In-person global events (e.g. member dinners, roundtables, climate film night)​ ​
  • Discounts on WTW events

Our subscription year runs from 1 January to 31 December of each year and for details about the subscription rate please contact us and you can find our terms and conditions here. Our membership currently comprises 52 asset owners and managers with collective responsibility for around US$16 trillion worth of assets and includes:

Asset owners

Abu Dhabi Investment Authority, Alliance Trust, Annuitas Management Limited, Apollo Management Holdings L.P, Audit Commission Pension Scheme, Aware Super, British Telecom Pensions Service, Christian Labour Association of Canada, Church of England Pensions Board, Coca-Cola, Commonwealth Superannuation Corporation, DHL Group Retirement Plan, FirstRand, Future Fund, HESTA, HSBC UK Pensions, Intel Corporation, Kraft Heinz, LifeSight, Lloyds Banking Group Pensions Trustees, Mutualidad General de Abogacia, National Employment Savings Trust, New Zealand Superannuation Fund, Oak Pension Asset Management, OPTrust, Pensions Caixa 30, Pensioenfonds PGB, People’s Partnership, PGGM, QSuper Limited, Railways Pension Trustee Company Ltd., REST Super, TCorp, The Public School and Education Employee Retirement Systems of Missouri, Univest, USS and WTW.

Asset managers

Alliance Bernstein, Aptitude Investment Management, Atomos, AXA Investment Managers, Baillie Gifford, BlueBay Asset Management, Bridgewater Associates, Coronation Asset Management, IFM Investors, Insight Investment, MFS International, Newton Investment Management, S&P Dow Jones Indices and Santander Asset Management.

Please find our privacy notice here.

TAI overview 2024
Meet our team
2024 research agenda
2024 events agenda
Grapevine newsletter
Integrated report: how we create value for members
TAI impact and influence 2023