Overall Rating Silver
Overall Score 55.02
Liaison Rob Williams
Submission Date July 2, 2024

STARS v2.2

Capilano University
PA-10: Sustainable Investment

Status Score Responsible Party
Complete 0.50 / 3.00 Rob Williams
Project Manager
Facilities
"---" indicates that no data was submitted for this field

Part 1. Positive sustainability investment

Total value of the investment pool:
67,200,000 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 $

If any of the above is greater than zero, provide:

A brief description of the companies, funds, and/or institutions referenced above:
---

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

Part 2. Investor engagement

Sustainable investment policy 

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

None
A copy of the sustainable investment policy:
---

None
The sustainable investment policy:

The University Investment Policy is publicly available on the website (also attached). The investment policy includes details of Environment, Social, and Governance (ESG).


The University supports and encourages its Manager(s) to incorporate ESG factors, along with other 
conventional analytical tools, when evaluating investment opportunities and risks. It should be 
noted that ESG factors are only one aspect of analysis and should not be used as an exclusionary 
screen to eliminate specific entities or sectors from consideration. Relevant ESG factors will vary by 
industry and should be applied appropriately to help assess both risk and return.
When selecting Managers, the Committee should consider how managers analyze and integrate 
ESG factors into their investment activities and determine if they are signatories of the United 
Nations’ Principles for Responsible Investing (UNPRI).


 


 


 


 


: https://www.capilanou.ca/media/capilanouca/about-capu/governance/policies-amp-procedures/board-policies-amp-procedures/B.201-Investment-Policy---eff-June-27,-2023.pdf


None
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:
Yes, when selecting invesment managers, the Investment Management Commmittee considers how managers analyze and integrate ESG factors into their investment activities and determines if they are signatories of the United Nations’ Principles for Responsible Investing (UNPRI).

Proxy voting 

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?:
No

None
A copy of the proxy voting guidelines or proxy record:
---

None
A brief description of how managers are adhering to proxy voting guidelines:
---

Shareholder resolutions 

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:
---

Divestment efforts and negative screens

Does the institution participate in a public divestment effort and/or have a publicly available investment policy with negative screens?:
No

A brief description of the divestment effort or negative screens and how they have been implemented:
---

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

Investor networks 

Does the institution engage in policy advocacy by participating in investor networks and/or engage in inter-organizational collaborations to share best practices?:
No

None
A brief description of the investor networks and/or collaborations:
---

Optional Fields 

Website URL where information about the institution’s sustainable investment efforts is available:
https://www.capilanou.ca/media/capilanouca/about-capu/governance/policies-amp-procedures/board-policies-amp-procedures/B.201-Investment-Policy---eff-June-27,-2023.pdf

Additional documentation to support the submission:
---

Data source(s) and notes about the submission:
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