Jon Lukomnik

Forbes calls long-time institutional investor Jon Lukomnik one of the pioneers of modern corporate governance. His newest book, The Handbook of System-Level Investing, which he edited with William Burckart, features chapters from institutional investors with a total of more than $5.5 trillion in total assets under management. His previous book, “Moving Beyond Modern Portfolio Theory: Investing That Matters” (co-authored with James Hawley) is widely praised as the “seminal” work on the finance theory underpinning system-level investing. Their work focuses on MPT’s inability to deal with systematic risk and provides a coherent finance theory to explain why investors mitigate risks such as climate change from a risk/return perspective. Jon is also the co-author of three other academic books about capital markets, and more than 200 academic and practitioner papers. 

Jon has been the investment advisor or a trustee for more than $100 billion (including New York City’s pension funds) and has consulted to institutional investors with aggregate assets of more than $2 trillion dollars. He currently serves as Brandmeyer Fellow for Sustainable Investing and Adjunct Professor of International and Public Affairs at Columbia University. He is a Senior Fellow at the High Meadows Institute, and an associate editor for the Journal of Impact & ESG investing. Jon serves on the Board of The Shareholder Commons and the Advisory Board of The Investment Integration Project. He was previously a trustee for the Van Eck mutual funds where he chaired the Audit and the Governance committees during his tenure.He was also a long-time a member of the Deloitte Audit Quality Advisory Committee and the Standards and Emerging Issues Advisory Group of the Public Company Accounting Oversight Board.

Jon co-founded the International Corporate Governance Network (ICGN) and GovernanceMetrics International (now part of MSCI).  He served for more than a decade as the executive director of the IRRC Institute and is a former Pembroke Visiting Professor of International Finance at the Judge Business School at Cambridge University (UK). He is the recipient of many honors, including a lifetime achievement award from the ICGN.