Overall Rating Gold
Overall Score 82.81
Liaison Aaron Durnbaugh
Submission Date April 12, 2023

STARS v2.2

Loyola University Chicago
PA-10: Sustainable Investment

Status Score Responsible Party
Complete 2.08 / 5.00 Katie Wyatt
Chief Investment Officer
Finance
"---" indicates that no data was submitted for this field

Total value of the investment pool:
1,205,589,000 US/Canadian $

Value of holdings in each of the following categories:
Value of holdings
Sustainable industries (e.g., renewable energy or sustainable forestry) 0 US/Canadian $
Businesses selected for exemplary sustainability performance (e.g., using criteria specified in a sustainable investment policy) 0 US/Canadian $
Sustainability investment funds (e.g., a renewable energy or impact investment fund) 0 US/Canadian $
Community development financial institutions (CDFIs) or the equivalent 0 US/Canadian $
Socially responsible mutual funds with positive screens (or the equivalent) 0 US/Canadian $
Green revolving funds funded from the endowment 0 US/Canadian $

A brief description of the companies, funds, and/or institutions referenced above:
This includes short-term and long-term (endowment) investments.

Percentage of the institution's investment pool in positive sustainability investments:
0

Does the institution have a publicly available sustainable investment policy?:
Yes

A copy of the sustainable investment policy:
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The sustainable investment policy:
Sustainable Investment Policy - https://www.luc.edu/media/lucedu/policy/pdf/investment_policy.pdf

Does the institution use its sustainable investment policy to select and guide investment managers?:
Yes

A brief description of how the sustainable investment policy is applied:
Consideration of ESG factors, shareholder engagement, and proxy voting are all prescribed elements of the University's investment policy.

Has the institution engaged in proxy voting, either by its CIR or other committee or through the use of guidelines, to promote sustainability during the previous three years?:
Yes

A copy of the proxy voting guidelines or proxy record:
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A brief description of how managers are adhering to proxy voting guidelines:
Third-party proxy voting implemented in accordance with a "Catholic Institutions" policy by ISS.
https://www.luc.edu/finance/proxyvoterecords.shtml

Has the institution filed or co-filed one or more shareholder resolutions that address sustainability or submitted one or more letters about social or environmental responsibility to a company in which it holds investments during the previous three years?:
No

Examples of how the institution has engaged with corporations in its portfolio about sustainability issues during the previous three years:
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Does the institution participate in a public divestment effort and/or have a publicly available investment policy with negative screens?:
Yes

A brief description of the divestment effort or negative screens and how they have been implemented:
Sustainable Investment Policy - https://www.luc.edu/media/lucedu/policy/pdf/investment_policy.pdf

Approximate percentage of endowment that the divestment effort and/or negative screens apply to:
100

Does the institution engage in policy advocacy by participating in investor networks and/or engage in inter-organizational collaborations to share best practices?:
Yes

A brief description of the investor networks and/or collaborations:
Intentional Endowments Network, Member.

Website URL where information about the institution’s sustainable investment efforts is available:
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Additional documentation to support the submission:
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Data source(s) and notes about the submission:
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The information presented here is self-reported. While AASHE staff review portions of all STARS reports and institutions are welcome to seek additional forms of review, the data in STARS reports are not verified by AASHE. If you believe any of this information is erroneous or inconsistent with credit criteria, please review the process for inquiring about the information reported by an institution or simply email your inquiry to stars@aashe.org.