| Overall Rating | Silver |
|---|---|
| Overall Score | 59.85 |
| Liaison | Lisa Lonie |
| Submission Date | Aug. 29, 2024 |
Haverford College
PA-9: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
2.00 / 2.00 |
Jesse
Lytle VP and Chief of Staff Office of the President |
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 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.
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:
Jesse Lytle, chief sustainability officer (chair)
Bill Anderko, asst dir of facilities management
Jennifer Barr, staff representative
Allison Carpenter, CER treasurer
Hank Glassman, faculty representative
Viviana Glick ‘25, CER co-chair
Sasha Freedman ‘24, CER co-chair
Jennie Kelly, arboretum program coordinator
Claudia Kent, asst dir of facilities management
Jess Korgen ‘24, CER co-chair
Celia Levy ‘24, CER co-chair
Julie Miller, staff representative
Walter Sullivan, director of quaker affairs
Nikki Young, vice president for institutional equity and access
Lisa Lonie, asst chief of staff (staff to the Council)
In 2023-24 CSSR received community concerns about the College's investment policy related to investments in arms manufacturing and in companies implicated in the Israel/Hamas war. CSSR conducted multiple information sessions for campus community members, including one with the College's investment professionals. CSSR continues to bridge community concerns with the Board of Managers about the Investment Policy under its purview.
Optional Fields
Additional documentation to support the submission:
Data source(s) and notes about the submission:
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