| Overall Rating | Silver - expired |
|---|---|
| Overall Score | 54.89 |
| Liaison | Wendy Harness |
| Submission Date | July 6, 2017 |
| Executive Letter | Download |
Delta College
PA-8: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
0.50 / 2.00 |
Sarah
DuFresne VP of Business & Finance Finance |
"---"
indicates that no data was submitted for this field
Does the institution have a formally established and active committee on investor responsibility (CIR) that makes recommendations to fund decision-makers on socially and environmentally responsible investment opportunities across asset classes?:
Yes
None
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:
The purpose of the investment policy is to state the policies, guidelines and objectives of the Delta College Endowment Fund (The Fund). The mission of the fund is to provide resources to fund student scholarships and programs at Delta College. This policy is intended to provide a clear understanding of the objectives of The Fund, the responsibilities accepted by and authority granted to the Investment Manager, and to create an effective working relationship with The Fund’s Investment Manager, the Investment Advisory Committee, and the Delta College Board of Trustees. It is the intent that this policy establish a philosophy which will guide The Fund toward the performance desired; that it be sufficiently specific to be meaningful and also flexible enough to be practical.
Does the CIR include staff representation?:
Yes
Does the CIR include faculty representation?:
No
Does the CIR include student representation?:
No
Members of the CIR, including affiliations and role (e.g. student, faculty, staff, alumni):
Mr. Jeffrey E. Hert, CPA (community), Principal, Rehmann
Mr. Jonathan M. Gardey, CFP, CFA, (community), President & CEO, Gardey Financial Advisors, LLC
Mr. Dan Engelhardt (community), Registered Investment Advisor, Assured Financial Advisor
Ms. Jane L. Hagen, Chair (community), Senior Vice President/Director of Retirement Plans, Tri-Star Trust Bank
Mr. Dave Mikolajczak, C.P.A. (community), Director of Tax Practice, Andrews Hooper & Pavlik P.L.C
Mr. Pavel Konecny, CFA (community), Senior Vice President, Senior Investment Officer, Chemical Bank
Ms. Kathleen M. McGraw, J.D. (community), VP/Sr. Private Client Advisor, Huntington National Bank
Mr. Andre Buckley (community), Portfolio Manager & Trading Officer, Tri-Star Trust Bank
Ms. Debra K. Lutz, C.P.A. (staff) , Vice President of Business & Finance, Delta College
Ms. Pam Clark (staff), Executive Director, Institutional Advancement/Delta College Foundation
Ms. Jeanne Doyle (staff), Accountant, Business & Finance Services
Ms. Ellen Gasta (staff), Admin. Office Professional to Vice President of Business & Finance
Mr. Steve Lutenski (community), Morgan Stanley Wealth Management
Mr. Nick Barris (community), Morgan Stanley Wealth Management
None
Examples of CIR actions during the previous three years:
1. Review and recommend Endowment Fund Investment and Distribution Policy.
2. Review, evaluate, and monitor overall performance of the Endowment Investment Advisor or Manager.
3. Recommend changes to policy, practice, and investment strategy.
Optional Fields
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Additional documentation to support the submission:
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Data source(s) and notes about the submission:
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