Overall Rating Gold
Overall Score 65.38
Liaison Jeremy King
Submission Date Feb. 28, 2019
Executive Letter Download

STARS v2.1

Denison University
PA-9: Sustainable Investment

Status Score Responsible Party
Complete 0.02 / 4.00 Jeremy King
Campus Sustainability Coordinator
Office of the President
"---" indicates that no data was submitted for this field

Does the institution wish to pursue Option 1 (positive sustainability investment)?:
Yes

Total value of the investment pool:
773,500,000 US/Canadian $

Value of holdings in each of the following categories:
Value of Holdings
Sustainable industries (e.g. renewable energy or sustainable forestry) 1,040,000 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) 1,460,405 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 loan funds that are funded from the endowment ---

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

Renewable energy royalty investment manager focuses on royalties on renewable energy investments in wind, utility-scale solar, and energy storage projects in North America

Venture holdings in the Greentech space involve investments in entities engaged, either directly or indirectly, in the business of developing and marketing technology and products that are environmentally conscious or that address the issues of climate change, renewable energy, and alternative power sources.

Direct shares of fuel cell storage / clean energy company


Percentage of the institution's investment pool in positive sustainability investments:
0.32

Does the institution wish to pursue Option 2 (investor engagement)?:
No

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

A copy of the sustainable investment policy:
---

The sustainable investment policy:

We do not have a formalized Sustainable Investment Policy in place that identifies investment guidelines. However, as part of our investment due diligence process, we assess a manager’s ESG practices. We also periodically review this with our investment committee.


Does the institution use its sustainable investment policy to select and guide investment managers?:
---

A brief description of how the policy is applied, including recent examples:
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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

A copy of the proxy voting guidelines or proxy record:
---

A brief description of how managers are adhering to proxy voting guidelines:
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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 have a publicly available investment policy with negative screens?:
No

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

Approximate percentage of the endowment that the negative screens apply to:
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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:
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The website URL where information about the programs or initiatives is available:
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Additional documentation to support the submission:
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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 and complete the Data Inquiry Form.