Overall Rating Silver
Overall Score 61.37
Liaison Remian Santos
Submission Date July 7, 2021

STARS v2.2

De La Salle Lipa
PA-10: Sustainable Investment

Status Score Responsible Party
Complete 1.09 / 3.00 Maricel Llamas
Chief Finance Officer
Financial Resource Department
"---" indicates that no data was submitted for this field

Total value of the investment pool:
3,000,000 US/Canadian $

Value of holdings in each of the following categories:
Value of holdings
Sustainable industries (e.g., renewable energy or sustainable forestry) US/Canadian $
Businesses selected for exemplary sustainability performance (e.g., using criteria specified in a sustainable investment policy) US/Canadian $
Sustainability investment funds (e.g., a renewable energy or impact investment fund) US/Canadian $
Community development financial institutions (CDFIs) or the equivalent 500,000 US/Canadian $
Socially responsible mutual funds with positive screens (or the equivalent) US/Canadian $
Green revolving funds funded from the endowment US/Canadian $

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

Corporate Social Responsibility

Bank of the Philippine Islands (BPI) Asset Management and Trust Corporation, Philippines, have extended help to the families affected in the ongoing crisis in Marawi City through Caritas Manila, the social arm of the Archdiocese of Manila, Philippines. The ongoing clash between government troops and terrorist groups has caused a number of people in the area to leave their homes. Recognizing the urgent needs and multiple risks faced by the evacuees, monetary donations and in-kind donations such as water, canned goods, powdered milk, hygiene kits, and clothes were given to Caritas Manila as a relief response to our fellow Filipinos.

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

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

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?:

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

The Fund has a conservative investment management orientation.

• The collection of funds under the Fund must be invested in a way that reflects the particular needs and objectives of the schools. Thus, the investment bias is towards minimizing the risk of capital loss, while providing current income sufficient to meet ongoing cash needs and to provide the potential for capital appreciation over time to meet the needs of the schools.

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?:

A copy of the proxy voting guidelines or proxy record:

A brief description of how managers are adhering to proxy voting guidelines:

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?:

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?:

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

The School prohibits investments in companies engaged in gambling, tobacco, liquor and mining activities.

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

Does the institution engage in policy advocacy by participating in investor networks and/or engage in inter-organizational collaborations to share best practices?:

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:

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.