Overall Rating Silver
Overall Score 61.30
Liaison Scott Morgan
Submission Date Aug. 30, 2019
Executive Letter Download

STARS v2.1

Evergreen State College, The
PA-8: Committee on Investor Responsibility

Status Score Responsible Party
Complete 2.00 / 2.00 Sam Alfieri
Sustainability Analyst
Office of Sustainability
"---" 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

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/Rationale: to ensure responsible management of investments and other funds to maximize financial return based upon an appropriate level of risk, and consistent with the college’s socially responsible investing values.


Does the CIR include staff representation?:
Yes

Does the CIR include faculty representation?:
Yes

Does the CIR include student representation?:
Yes

Members of the CIR, including affiliations and role (e.g. student, faculty, staff, alumni):

Staff representatives include the Vice President for Finance and Administration, the Vice President for College Advancement, the Executive Director of Operational Planning and Budget, the Director of Business Services, and the Accounting Manager.

Since the definition of socially responsible investing changes rapidly, the college’s set of socially responsible criteria shall be reviewed and updated every three years by an expanded committee with membership including at least two faculty and two students in addition to the membership of the standing committee. In the process of reviewing and updating the statement, public input will be considered from all campus constituents.


Examples of CIR actions during the previous three years:

Review policy to define investment objectives, allowable investments, and asset allocation.
Evaluate investments based on the college’s commitment to socially responsible investing;
Monitor investment performance.
At least quarterly, review the portfolio investments and their performance, and overall adherence to the investment policy, including social responsibility. The committee produces an annual report of the state of the college investments including socially responsible investments.


The website URL where information about the programs or initiatives is available:
Additional documentation to support the submission:
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