Overall Rating Silver - expired
Overall Score 54.45
Liaison Claudia Kent
Submission Date June 30, 2017
Executive Letter Download

STARS v2.1

Haverford College
PA-8: Committee on Investor Responsibility

Status Score Responsible Party
Complete 2.00 / 2.00 Jesse Lytle
Chief of Staff
Office of the President
"---" 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?:

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 Council on Sustainability and Social Responsibility serves as Haverford College’s committee on investor responsibility. CSSR provides advice around environmental, social, and governance (ESG) investment considerations to the Investment Committee of the Board of Managers. CSSR also has a dedicated portfolio of stocks on which it may vote proxies and sponsor shareholder resolutions.

CSSR receives concerns and suggestions from the Haverford College community related to investment policies and practices. As circumstances warrant, it will engage students and the broader Haverford community in conversation on ESG issues of importance and provide guidance on their application to Haverford's broader investment activities.

In making recommendations, CSSR seeks to carry out its responsibilities in a manner consistent with institutional policies, priorities, and values. CSSR recognizes that sustaining Haverford’s mission requires stewarding all of its various endowments, including the ethical endowment that shapes the College’s institutional character and the financial endowment that allows it to fulfill its mission now and for future generations.
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.

Does the CIR include staff representation?:

Does the CIR include faculty representation?:

Does the CIR include student representation?:

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

Executive Committee

Jesse Lytle, Chief Sustainability Officer (chair)
Claudia Kent, Sustainability Coordinator
Jon Wilson, Environmental Studies Director
Walter Sullivan, Director of Quaker Affairs
Alana Tartaro '17, CER Chair
Carola Binder faculty representative
Raji Mohan, faculty representative
Diana Schoder '17, student representative
Katherine Travisano '20, student representative
Allison Carpenter, staff representative
Council Members

Fran Blase, Provost
Megan Fitch, Chief Information Officer
Mike Casel, Chief Investment Officer
Mitch Wein, VP Finance and CAO
Ann Figueredo, VP for Institutional Advancement
Don Campbell, Director of Facilities Management
Bill Astifan, Director of Arboretum
Bill Anderko, Asst Dir of Facilities Management
Joe Binotto, Assoc Director of Dining Services
Muriel Brisbon, Director of Human Resources
Marianne Smith, Director of Residential Life
Eric Hartman, Executive Director, CPGC
Chloe Wang '17, Sustainability Outreach Assistant

Examples of CIR actions during the previous three years:

CSSR convened a community conversation around fossil fuel investment policies in 2015-16 that led to modifications of the College's investment policies and their treatment of sustainability issues.

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

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