| Overall Rating | Silver |
|---|---|
| Overall Score | 55.77 |
| Liaison | Susan Kaspari |
| Submission Date | July 16, 2022 |
Central Washington University
PA-9: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
2.00 / 2.00 |
Kathleen
Klaniecki Sustainability Coordinator Operations |
"---"
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:
Purpose
The CWU Council on Investor Responsibility (CIR) advises the University, through the office of the CFO, regarding environmental and social governance (ESG) concerns that might influence the management of the University's investments.
Responsibilities
- Provide transparency to University investment holdings and decisions
- Advise on relevant ESG-related investing issues to ensure the Universities holdings match its mission and values
- Provide continuity and institutional memory on relevant policy issues
- Advise the VP of Business and Financial Affairs on socially responsible investment policy issues by proposing written policies for the Board of Trustees’ consideration
- Coordinate and facilitate communication, education, research, and engagement with the CWU community on relevant ESG policy issues
- Receive issues and proposals from the CWU community
The CWU Council on Investor Responsibility (CIR) advises the University, through the office of the CFO, regarding environmental and social governance (ESG) concerns that might influence the management of the University's investments.
Responsibilities
- Provide transparency to University investment holdings and decisions
- Advise on relevant ESG-related investing issues to ensure the Universities holdings match its mission and values
- Provide continuity and institutional memory on relevant policy issues
- Advise the VP of Business and Financial Affairs on socially responsible investment policy issues by proposing written policies for the Board of Trustees’ consideration
- Coordinate and facilitate communication, education, research, and engagement with the CWU community on relevant ESG policy issues
- Receive issues and proposals from the CWU community
Does the CIR include academic staff representation?:
Yes
Does the CIR include non-academic staff representation?:
Yes
Does the CIR include student representation?:
Yes
Members of the CIR, including affiliations and role:
Membership
The Council on Investor Responsibility aims for broad and representative membership, with student, staff, and faculty representation. The council chair is elected by the council members in March and serves for a term of one academic year.
2021-2022 Chair: Kathleen Klaniecki, Sustainability Coordinator, klanieckik@cwu.edu
Name Role and Department
Toni Sipic Department Chair, Department of Economics
Han Donker Department Chair, Department of Accounting
Patrick Stanton Executive Director of Finance, Accounting & Financial Services
Kate Doughty Farm and Sustainability Manager, Auxiliary Enterprises
Christopher Huss Financial Systems Functional Manager, Accounting Office
Cassie Koefod Lecturer, Department of Economics
Kathleen Klaniecki Sustainability Coordinator, University Operations
Kelly Minor Fiscal Analyst 4, Grants, Contracts, Investments & Fixed Assets
Jenny Cravens P.R. O'Shaughnessy Executive Professor, Department of Accounting
Deanna Marshall Advisor & Recruiter, Academic Advising
Derek Zinn Undergraduate student, College of Business
Kameron Eck Undergraduate student, College of Business
Connor Wing Undergraduate student, College of Business
The Council on Investor Responsibility aims for broad and representative membership, with student, staff, and faculty representation. The council chair is elected by the council members in March and serves for a term of one academic year.
2021-2022 Chair: Kathleen Klaniecki, Sustainability Coordinator, klanieckik@cwu.edu
Name Role and Department
Toni Sipic Department Chair, Department of Economics
Han Donker Department Chair, Department of Accounting
Patrick Stanton Executive Director of Finance, Accounting & Financial Services
Kate Doughty Farm and Sustainability Manager, Auxiliary Enterprises
Christopher Huss Financial Systems Functional Manager, Accounting Office
Cassie Koefod Lecturer, Department of Economics
Kathleen Klaniecki Sustainability Coordinator, University Operations
Kelly Minor Fiscal Analyst 4, Grants, Contracts, Investments & Fixed Assets
Jenny Cravens P.R. O'Shaughnessy Executive Professor, Department of Accounting
Deanna Marshall Advisor & Recruiter, Academic Advising
Derek Zinn Undergraduate student, College of Business
Kameron Eck Undergraduate student, College of Business
Connor Wing Undergraduate student, College of Business
None
Examples of CIR actions during the previous three years:
- Successfully advocated for the purchase of CRSP, S&P Capital IQ, and ISS ESG databases for conducting analysis of stock investments.
- Analyzed CWU's internally held portfolio (value: $4,837,593) according to ESG ratings and compared average cumulative returns to peer investments.
- CIR organized faculty and staff workshop with Fidelity to discuss sustainable investing options for employee retirement accounts: Winter Quarter 2022
- CIR presented year-in-review to CFO on May 28, 2021
- Student members of the CIR presented "Socially Responsible and Environmentally Sustainable Investments at Central Washington University" at the CWU Symposium for University Research and Creative Expression (SOURCE): https://cwu.studentopportunitycenter.com/wp-content/uploads/2021/05/Source2021Program.pdf
- Analyzed CWU's internally held portfolio (value: $4,837,593) according to ESG ratings and compared average cumulative returns to peer investments.
- CIR organized faculty and staff workshop with Fidelity to discuss sustainable investing options for employee retirement accounts: Winter Quarter 2022
- CIR presented year-in-review to CFO on May 28, 2021
- Student members of the CIR presented "Socially Responsible and Environmentally Sustainable Investments at Central Washington University" at the CWU Symposium for University Research and Creative Expression (SOURCE): https://cwu.studentopportunitycenter.com/wp-content/uploads/2021/05/Source2021Program.pdf
Optional Fields
Additional documentation to support the submission:
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Data source(s) and notes about the submission:
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