Overall Rating Bronze - expired
Overall Score 42.88
Liaison Jim Simon
Submission Date June 28, 2017
Executive Letter Download

STARS v2.0

Gonzaga University
PA-14: Sustainable Investment

Status Score Responsible Party
Complete 0.33 / 4.00 Joe Smith
AVP Finance
Finance
"---" indicates that no data was submitted for this field

Total value of the investment pool:
185,646,520 US/Canadian $

Value of holdings in each of the following categories::
Value of Holdings
Sustainable industries (e.g. renewable energy or sustainable forestry) 0 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) 0 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 0 US/Canadian $

A brief description of the companies, funds, and/or institutions referenced above:
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Does the institution have a publicly available sustainable investment policy?:
Yes

A copy of the sustainable investment policy:
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The sustainable investment policy:
In keeping with the Mission Statement of Gonzaga University, it is the intention of this Investment Policy to promote the basic moral values of fairness, respect for human life, defense of human rights and social justice. In the process of accomplishing a satisfactory risk adjusted return on the invested assets of the Endowment Fund, the Committee may weigh: (1) excluding from the Fund, securities of firms or managers whose policies or practices are inimical to the values the University espouses; (2) investing in securities of firms or managers that demonstrate a high level of social concern; (3) influencing the social behavior of firms invested in through the exercise of ownership rights. It is the responsibility of the Committee to determine appropriate strategies, based upon information and advice from external and internal sources, and to communicate these strategies to the appropriate parties.

Does the institution use its sustainable investment policy to select and guide investment managers?:
No

A brief description of how the policy is applied, including recent examples:
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Does the institution's sustainable investment policy include negative screens?:
No

A brief description of the negative screens and how they have been implemented:
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Approximate percentage of the endowment that the negative screens apply to:
0

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:
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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:
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Does the institution engage in policy advocacy by participating in investor networks and/or engaging 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 institution's sustainable investment efforts is available:
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Data source(s) and notes about 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 or simply email your inquiry to stars@aashe.org.