Emerging Technology
day one project

Unlocking Beneficial Capital by Improving Investor Transparency

12.07.20 | 2 min read | Text by Ashby Monk & Dane Rook & Rajiv Sharma

Summary

Beneficial investment organizations (BIOs)—such as public pension funds, endowments, and the investment arms of charitable organizations—are a cornerstone of American welfare and the foundation of our modern capitalist system. American BIOs manage tens of trillions of dollars in pursuit of their goals, and this financial capital serves to power the American economy. But hundreds of billions of dollars are wasted by BIOs every year due to insufficient portfolio transparency, which contributes to BIOs paying excessive fees, assuming unnecessary and uncompensated risks, and chronically underperforming. Insufficient BIO transparency thus harms not only their direct beneficiaries (e.g., retirees, universities and charities), but it also harms America. Due to this opacity, billions of investment dollars are artificially diverted away from long-term projects that could have widespread social and economic benefits. In short, poor transparency on portfolio attributes, such as costs and sustainability, prevents beneficial investment organizations from actually benefiting their stakeholders and America.

Increasing BIO transparency through enhanced reporting and disclosure could unlock hundreds of billions of dollars in beneficial capital for long-term projects that would aid large segments of American society. Improved transparency would allow stakeholders to better understand BIOs’ investment decisions and their long-term consequences, which could then underpin design changes (e.g., better governance and regulatory structures). Transparency is thus a catalyst to make BIOs more willing to change and improve how they invest, which will unlock capital for long-term, large-scale projects that America desperately needs and drive high risk-adjusted returns. Launching a Presidential Advisory Commission is the best first step for the Biden-Harris Administration to take to improve transparency among BIOs and unlock substantial volumes of long-term beneficial capital.

publications
See all publications
Emerging Technology
day one project
Policy Memo
Fighting Fakes and Liars’ Dividends: We Need To Build a National Digital Content Authentication Technologies Research Ecosystem

As people become less able to distinguish between what is real and what is fake, it has become easier than ever to be misled by synthetic content, whether by accident or with malicious intent. This makes advancing alternative countermeasures, such as technical solutions, more vital than ever before. 

01.17.25 | 12 min read
read more
Emerging Technology
day one project
Policy Memo
Supporting Federal Decision Making through Participatory Technology Assessment

The next administration should establish a Participatory Technology Assessment unit to ensure federal S&T decisions benefit society.

01.16.25 | 12 min read
read more
Emerging Technology
day one project
Policy Memo
An Agenda for Ensuring Child Safety in the AI Era

AI is transforming how children learn and live, and policymakers, industry, and educators owe it to the next generation to set in place a responsible policy that embraces this new technology while at the same time ensuring all children’s well-being, privacy, and safety is respected.

01.12.25 | 10 min read
read more
Emerging Technology
day one project
Policy Memo
A Peer Support Service Integrated Into the 988 Lifeline

A peer support option should be integrated into the 988 Suicide and Crisis Lifeline so that 988 service users can choose to connect with specialists based on a shared lived experience.

01.12.25 | 10 min read
read more