| Overall Rating | Silver - expired |
|---|---|
| Overall Score | 49.24 |
| Liaison | Lisa Lonie |
| Submission Date | June 11, 2014 |
| Executive Letter | Download |
Haverford College
PA-13: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
2.00 / 2.00 |
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None
Does the institution have a formally established and active committee on investor responsibility (CIR) or similar body that has multi-stakeholder representation (i.e. includes faculty, staff, and students) and otherwise meets the criteria for this credit?:
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 Committee on Investments and Social Responsibility is formally established by a formal charter and includes at least two students, two faculty members, two administrators and four Trustees. CISR has a dedicated portfolio of stocks on which it votes proxies and and may sponsor shareholder resolutions. CISR may also make recommendations for ESG investment policies to the Investment Committee of the Board of Managers.
Major Points include:
a. Explore ways to invest its capital to affect positive Environmental, Social and Governance(ESG) impact. To this end, the Committee will select and maintain a portfolio of public equities in corporations for which CISR believes there are possibilities to effect ESG progress through shareholder activism.
b. Engage students in voting proxies on shareholder and corporate resolutions for the CISR portfolio of stocks that align with the Committee's goals for positive ESG impact.
c. Consider opportunities to sponsor or co-sponsor shareholder resolutions that it feels will have significantly positive ESG impact and will garner significant investor and corporate attention.
d. Engage the students and broader Haverford community in a conversation on environmental, social and governance (ESG) of importance and provide guidance on their application to Haverford's broader investment activities.
None
Members of the CIR, including affiliations and role (e.g. student, faculty, alumni):
John Taylor (Chair)-Trustee
Seth Bernstein-Trustee
Amy Taylor Brooks-Trustee
Jonathan Wood Evans-Trustee
Mike Casel-Administration
Drew Dinger-Administration
Parker Snowe-Administration
Fran Blase-Faculty
Shannon Mudd-Faculty
John Cummings-Student
Daniel Gordon-Student
Valerie Snow-Student
None
Examples of CIR actions during the previous three years:
Actions of CISR over the past 3 years include: 1) drafting and proposing an ESG policy for private equity investments to the Investment Committee, 2) pondering and responding to the fossil fuel divestment movement and 3) voting on shareholder resolutions within the CISR portfolio.
None
The website URL where information about the CIR is available:
Data source(s) and notes about the submission:
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