Leading the Future of Finance
Online mini-course with Impact Investment Exchange (IIX) Impact Institute
Building futures literacy for finance leaders through megatrends, signals, and systemic shifts.
Challenge
Finance shapes what futures become possible, and for whom. Yet the financial system is under growing pressure from rising inequality, climate volatility, and geopolitical and technological disruption.
For many investors, entrepreneurs, and policymakers, the challenge is not a lack of data. It’s making coherent decisions when multiple shifts collide and when old models no longer explain what’s unfolding.
We set out to create a practical learning experience that helps participants step back from day-to-day noise, strengthen their ability to anticipate change, and build the confidence to act with intention, without turning futures thinking into abstract theory.
Approach
Together with IIX Impact Institute, we developed a mini-course designed for finance and impact practitioners who want to navigate long-term change with greater clarity and agency.
The course is grounded in futures thinking and structured around the Megatrends PRISM framework, which helps participants translate global shifts into actionable insight through five lenses: Possibilities, Risks, Inquiries, Signals, and Mindsets. Participants use PRISM to explore how megatrends reshape capital flows, risk, opportunity, and inclusion, and to surface where today’s assumptions may be limiting tomorrow’s options.
Outcomes
1) A practical lens for long-term sensemaking in finance
Participants gain a structured way to interpret megatrends and early signals, and to connect them directly to decision-making in investment, strategy, and policy.
2) Sharper judgement under systemic uncertainty
Rather than aiming to “predict,” the course builds the capability to stress-test assumptions, spot second-order effects, and act more deliberately as conditions shift.
3) A future-facing view of inclusion and resilience
The learning experience reinforces IIX’s positioning at the intersection of finance and inclusion, helping participants think through what resilient and inclusive financial systems could require in practice.
