Overall Rating Gold
Overall Score 76.02
Liaison Megan Litke
Submission Date Sept. 17, 2024

STARS v3.0

American University
IL-53: Student-Managed Sustainable Investment Fund

Status Score Responsible Party
Complete 1.00 / 1.00 Lucy Yearling
Sustainability Intern
Sustainability
"---" indicates that no data was submitted for this field

Does the institution maintain a student-managed investment fund that has a sustainability or environmental, social, and governance (ESG) focus?:
Yes

Narrative and/or website URL providing an overview of the sustainability or ESG-focused student-managed investment fund:

Led by the Kogod School of Business, the course Environmental, Social, and Governance Funds features students researching and evaluating investment opportunities with strong ESG practices. The course engages students in the university’s financial future by featuring student-faculty collaboration to research and recommend investment opportunities to the Board of Trustees. Once the recommendations are approved by the committee, the investments are funded within AU’s endowment. Students in the program also gain valuable knowledge, guidance, and career preparation from the university’s financial advisors at Cliffwater. Morningstar, a leading provider of independent investment research, provides class materials to support the program.

 

https://www.american.edu/media/news/20220421_ksbesgcourse_launch.cfm

 


Optional documentation

Notes about the information provided for this credit:
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Additional documentation for this credit:
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