Phyllis Costanza

Phyllis Kurlander Costanza, As Principal and Chief Social Investment Officer at Advanced Portfolio Management's Social Investment Solutions division, she leads the development of a Social Index and associated funds targeting companies excelling in both social impact and financial performance.

Previously, Phyllis served as CEO of UBS Optimus Foundation and Global Head of Social Impact for 11 years. Under her leadership, the foundation's annual giving grew from $10 million to over $200 million. Her team pioneered innovative financing models, launching the first Development Impact Bond in India with Educate Girls and the first Social Success Note in Uganda with Yunus Social Business.

Her extensive experience in social finance, innovative funding models, and leadership roles in prominent foundations make her a highly sought-after speaker at universities and conferences worldwide.

Phyllis has also worked in government for Governor Mario Cuomo of New York, and holds a Master's Degree in Public Policy from Harvard University's John F. Kennedy School of Government.