|Submission Date||March 3, 2020|
Fort Lewis College
PA-9: Committee on Investor Responsibility
Does the institution have a formally established and active committee on investor responsibility (CIR) or equivalent body?:
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 Fort Lewis College Board of Trustees (Board) acknowledges their fiduciary duty includes the prudent and farsighted management of assets, which may extend to the integration of environmental, social, and governance (ESG) factors. ESG investing is the process of incorporating analyses of non-financial environmental, social, and governance factors into investment decisions alongside more traditional financial criteria. The Board has a desire to encourage investments to support sound ESG investing . While the portfolio may not be classified as an ESG portfolio,investments in entities that support community well-beingthrough safe and environmentally soundpractices and fair labor practices and equality of rightsregardless of sex, race, age, disability, or sexualorientation is encouraged. The Board feels it is important to monitor sustainability criteria within the investment portfolio in order to ensure that all available data is fully incorporated to improve the risk/return profile of the portfolio and promote sustainable development and business practices. To the extent third party rating information is available, the Investment Advisory Committee shall periodically review the ESG ratings of investments in the Fund and report to the Board annually.
Does the CIR include academic staff representation?:
Does the CIR include non-academic staff representation?:
Does the CIR include student representation?:
Members of the CIR, including affiliations and role:
BOT Members: Dianne Van Voorhees (Chair), Alan Hill, Meredith Mapel
Financial Community Members: Gary Ratliff, Gavin Lyon, Chris Long
Staff: Michele Peterson, Steve Schwartz, Cheryl Wiescamp
Examples of CIR actions during the previous three years:
The Environmental, Social, Governance (ESG) Statement was passed by the Fort Lewis College Board of Trustees in January 2020.
Website URL where information about the institution’s committee on investor responsibility is available:
Additional documentation to support the submission:
Updated February 2020
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