Overall Rating Silver
Overall Score 63.74
Liaison Derek Martin
Submission Date Feb. 18, 2023

STARS v2.2

California State University, Monterey Bay
PA-9: Committee on Investor Responsibility

Status Score Responsible Party
Complete 0.50 / 2.00 Lacey Raak
Sustainability Director
Campus Planning and Development
"---" indicates that no data was submitted for this field

Does the institution have a formally established and active committee on investor responsibility (CIR) or equivalent body?:
Yes

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:
Socially Responsible Investing Policy https://csumb.edu/foundation/policies/

Does the CIR include academic staff representation?:
No

Does the CIR include non-academic staff representation?:
Yes

Does the CIR include student representation?:
No

Members of the CIR, including affiliations and role:
Gifford Lehman, CFP, Chair Community Member
Brian T. Corley, CIMA, AIF, Member Community Member
Bud Colligan, Member. Community Member
Stephen Mackey, Member. Staff
Barbara Zappas, Member. Staff

None
Examples of CIR actions during the previous three years:
Under the guidance of the CSU, the Committee has taken action to divest in fossil fuels as much as possible. The Committee has presented to the auxiliary Board and campus groups making its intention public. The Committee has been gathering data in which investments to divest in and how to proceed via its investment consultant.

Optional Fields 

Website URL where information about the institution’s committee on investor responsibility is available:
Additional documentation to support the submission:
---

Data source(s) and notes about the submission:
This data is not clearly available and managed primarily through the CSU system.

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