Overall Rating Gold
Overall Score 67.61
Liaison Ian Johnson
Submission Date May 4, 2023

STARS v2.2

Colorado College
PA-10: Sustainable Investment

Status Score Responsible Party
Complete 0.37 / 4.00
"---" indicates that no data was submitted for this field

Total value of the investment pool:
953,721,745 US/Canadian $

Value of holdings in each of the following categories:
Value of holdings
Sustainable industries (e.g., renewable energy or sustainable forestry) 4,675,709 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 $

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

Infineon – as the largest developer and manufacturer of power-regulating semiconductors, Infineon’s semiconductors will be critical in the trend towards electrification of transportation and increased wind and solar power generation.

Wabtec – as the leading manufacturer of equipment for freight railroads, Wabtec is at the forefront of developing battery and alternative energy sources for locomotives


Percentage of the institution's investment pool in positive sustainability investments:
0.49

Does the institution have a publicly available sustainable investment policy?:
No

A copy of the sustainable investment policy:
---

The sustainable investment policy:
---

Does the institution use its sustainable investment policy to select and guide investment managers?:
No

A brief description of how the sustainable investment policy is applied:
---

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?:
Yes

A copy of the proxy voting guidelines or proxy record:
A brief description of how managers are adhering to proxy voting guidelines:

Barring unusual circumstances, the committee will vote in favor of the disclosure of companies’ political contributions on the Internet; resolutions proposing disclosure in major newspapers will be reviewed individually.
Barring unusual circumstances, the committee will vote in favor of resolutions proposing reporting on companies’ environmental impacts or greenhouse gas emissions. Barring unusual circumstances, the committee will always vote in favor of making executive pay data available to the public. If committee members do not raise an issue about a political contributions resolution once they are made aware of the resolution, votes in favor of these resolutions may be submitted without convening the committee


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:
---

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:
0

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

A brief description of the investor networks and/or collaborations:
---

Website URL where information about the institution’s sustainable investment efforts is available:
Additional documentation to support the submission:
Data source(s) and notes about the submission:

Responsible investing approach regarding ESG and DEI detailed on pg.8-9.
Colorado College Endowment Investment Policy: https://www.coloradocollege.edu/offices/finance/Documents/20210621_endowment-investment_policy.pdf

JW Bristol’s equity investment philosophy is built upon the recognition that companies with durable competitive advantages generally produce superior earnings growth, and that superior earnings growth leads to above-average returns to shareholders over time. Their investment horizon is long term – typically five to 10 years. As such, they believe that these companies are good stewards of investment capital and are qualified for purchase on these merits, but do not follow criteria specified in a sustainable investment policy.


Responsible investing approach regarding ESG and DEI detailed on pg.8-9.
Colorado College Endowment Investment Policy: https://www.coloradocollege.edu/offices/finance/Documents/20210621_endowment-investment_policy.pdf

JW Bristol’s equity investment philosophy is built upon the recognition that companies with durable competitive advantages generally produce superior earnings growth, and that superior earnings growth leads to above-average returns to shareholders over time. Their investment horizon is long term – typically five to 10 years. As such, they believe that these companies are good stewards of investment capital and are qualified for purchase on these merits, but do not follow criteria specified in a sustainable investment policy.

The information presented here is self-reported. While AASHE staff review portions of all STARS reports and institutions are welcome to seek additional forms of review, the data in STARS reports are not verified by AASHE. If you believe any of this information is erroneous or inconsistent with credit criteria, please review the process for inquiring about the information reported by an institution or simply email your inquiry to stars@aashe.org.