Overall Rating Gold - expired
Overall Score 73.93
Liaison Jim Dees
Submission Date April 19, 2019
Executive Letter Download

STARS v2.1

Appalachian State University
PA-8: Committee on Investor Responsibility

Status Score Responsible Party
Complete 2.00 / 2.00 Jim Dees
Data and Assessment Specialist
Office of Sustailability
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Does the institution have a formally established and active committee on investor responsibility (CIR) that makes recommendations to fund decision-makers on socially and environmentally responsible investment opportunities across asset classes?:

The charter or mission statement of the CIR or other body which reflects social and environmental concerns or a brief description of how the CIR is tasked to address social and environmental concerns:

The multi-stakeholder Sustainable Investment Committee provides a university structure for fostering dialogue on investment decisions that promote sustainability. As a recommending body, this committee will assist in facilitating an investment strategy that aligns with the University's core values regarding the commitment to the principles of sustainability, while maintaining efficient and effective resource utilization.

Does the CIR include staff representation?:

Does the CIR include faculty representation?:

Does the CIR include student representation?:

Members of the CIR, including affiliations and role (e.g. student, faculty, staff, alumni):

Lee Ball, Chief Sustainability Director
Paul Forte, Vice Chancellor for Business Affairs
Randy Edwards, Vice Chancellor of University Advancement
Cameron McKinley, Student
Dr. Tammy Kowalczyk, Associate Professor of Accounting
Laura Crandall, Assistant Vice Chancellor for Finance

Examples of CIR actions during the previous three years:

This committee meets quarterly and is in the process of designing a carve-out sustainability/ESG fund.

This committee is also working with the Intentional Endowments Network and the Crane Institute to host an educational gathering of UNC system fund managers scheduled during the 2018 Appalachian Energy Summit.

The website URL where information about the programs or initiatives is available:

Additional documentation to support the submission:

In the Fall of 2012 a group of Appalachian student formed a student group called Fossil Free App State. Their stated mission is "We want Appalachian State University's Presidents and Board to immediately freeze any new investment in fossil fuel companies, and divest from direct ownership and any commingled funds that include fossil fuel public equities and corporate bonds within 5 years."

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