TONIIC INSTITUTE

MEMBER SERVICES: TONIIC IS A GLOBAL COMMUNITY OF PRIVATE ASSET OWNERS SEEKING TO STEWARD WEALTH AND USE INFLUENCE TO ENABLE A THRIVING WORLD. OUR MEMBERS MORE THAN 500 HIGH-NET-WEALTH INDIVIDUALS, FAMILY OFFICES, AND FOUNDATIONS FROM MORE THAN 25 COUNTRIES ARE ACTIVE IMPACT INVESTORS AND PHILANTHROPISTS FOR WHOM TONIIC PROVIDES A VIBRANT COMMUNITY WITH EDUCATION, INVESTMENT OPPORTUNITIES, IMPACT SUPPORT, AND EVENTS. TONIIC ALSO BUILDS THE FIELD OF IMPACT INVESTING, LEADING BY EXAMPLE TO MOVE MONEY AND MINDSETS. IN 2024, WE WELCOMED 46 NEW MEMBER ACCOUNTS FROM 15 COUNTRIES TO OUR VIBRANT NETWORK. WE PROVIDED 171 VIRTUAL AND 62 IN-PERSON EVENTS, WHERE OUR MEMBERS LEARNED FROM EACH OTHER AND CONNECTED ON SHARED IMPACT GOALS. ONE OF THESE EVENTS WAS OUR ANNUAL GLOBAL GATHERING IN SOUTH AFRICA. HOSTED IN CAPE TOWN, THIS GATHERING WAS CENTERED ON THE PROFOUND BELIEF THAT IMPACT CHANGE IS DRIVEN BY LEADERSHIP BY EXAMPLE. WE ALSO HOSTED TWO REGIONAL GATHERINGS ACROSS NORTH AMERICA AND EUROPE, FOSTERING COMMUNITY AND COLLABORATION AT A GLOBAL LEVEL. IN TOTAL, THESE GATHERINGS INVOLVED 2,700 ATTENDEES.

T100: T100 IS TONIIC'S LONGITUDINAL STUDY OF THE PRACTICES AND PORTFOLIOS OF COMMITTED IMPACT INVESTORS. THE T100 PROJECT AIMS TO CONTRIBUTE TO A NEW PARADIGM OF THE FINANCIAL SYSTEM THAT PRIORITIZES SOCIAL AND ENVIRONMENTAL IMPACTS ALONGSIDE FINANCIAL RETURNS. MANY TRADITIONAL INVESTORS AND ADVISORS SEE IMPACT INVESTING AS FRINGE OR NICHE, DISGUISED PHILANTHROPY, OR LACKING IN RIGOR. T100 PROVES OTHERWISE. IT GIVES IMPACT INVESTORS THE EVIDENCE, INSPIRATION, AND TOOLS THEY NEED TO GET STARTED.IN 2024, THE T100 TEAM HAS ACCOMPLISHED A MULTI-YEAR GOAL OF DOCUMENTING MORE THAN 100 IMPACT INVESTORS' PORTFOLIOS THROUGH OUR PLATFORM TRACER. A REPORT WILL BE PUBLISHED IN 2025 TO DESCRIBE THE INSIGHTS ON IMPACT PORTFOLIO CONSTRUCTION OPTIMIZED FOR IMPACT OUTCOMES, RETURNS, AND LIQUIDITY.