Overall Rating Gold - expired
Overall Score 65.59
Liaison Victor Udo
Submission Date Sept. 23, 2019
Executive Letter Download

STARS v2.1

Bucknell University
PA-8: Committee on Investor Responsibility

Status Score Responsible Party
Complete 0.50 / 2.00 John Luthi
Director of Investments
Investments Office
"---" indicates that no data was submitted for this field

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 role of the sub-Committee is to codify a consistent understanding of how we will continue to incorporate as well as communicate our approach to pursuing sustainable investments and analysis of environmental, social, and governance (ESG) risk factors in our endowment portfolio.

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):

Investment Committee members are tasked with providing mentorship and periodic review and perspectives.
The Director of Investments, Associate Director of Investments, & Investment Analyst are tasked with collaboratively stewarding the research and evaluation process and periodically presenting progress to Committee members and senior leadership at the University.

Examples of CIR actions during the previous three years:

It is a relatively new Committee formed in late 2018, the scope of actions for the Committee are listed below:

• Review of investment / endowment language to be included in the broad University Sustainability Plan
• Review of sustainable investment themes and new sustainable investment opportunities
• Evaluation of our approach and process for integrating analysis of ESG risks into investment and portfolio risk analysis
• Review of shareholder engagement / active ownership steps we might pursue including proxy voting policies and procedures
• Review of joining and/or becoming signatories to any third party groups (example: PRI)
• Identification of communication plans, engagement approaches, and/or opportunities to collaborate with University constituents including faculty, staff, students, and alumnae

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

Additional documentation to support the submission:

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