Overall Rating | Gold - expired |
---|---|
Overall Score | 72.14 |
Liaison | Kelsey Beal |
Submission Date | March 2, 2018 |
Executive Letter | Download |
Indiana University Bloomington
PA-9: Sustainable Investment
Status | Score | Responsible Party |
---|---|---|
0.13 / 4.00 |
Gary
Stratten IUF Vice President and Chief Investment Officer Indiana University Foundation |
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indicates that no data was submitted for this field
Option 1: Positive Sustainability Investment
Yes
Total value of the investment pool:
1,986,646,000
US/Canadian $
Value of holdings in each of the following categories:
Value of Holdings | |
Sustainable industries (e.g. renewable energy or sustainable forestry) | 39,200,000 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 $ |
If any of the above is greater than zero, provide:
The value of holdings in sustainable industries, such as renewable energy or sustainable forestry is derived from:
5% of venture portfolio: $3.3 million
100% of Timber Portfolio: $35.85 million
IUF defines the entire timber allocation as sustainable as they are like a corn crop grown on land specifically for loblolly pine and some other species – not existing in forests.
Percentage of the institution's investment pool in positive sustainability investments:
1.97
Option 2: Investor Engagement
No
Sustainable Investment Policy
No
None
A copy of the sustainable investment policy:
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None
The sustainable investment policy:
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None
Does the institution use its sustainable investment policy to select and guide investment managers?:
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None
A brief description of how the policy is applied, including recent examples:
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Proxy Voting
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None
A copy of the proxy voting guidelines or proxy record:
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None
A brief description of how managers are adhering to proxy voting guidelines:
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Shareholder Resolutions
No
None
Examples of how the institution has engaged with corporations in its portfolio about sustainability issues during the previous three years:
None at this time
Negative Screens / Divestment Efforts
No
None
A brief description of the negative screens and how they have been implemented:
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None
Approximate percentage of the endowment that the negative screens apply to:
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Investor Networks
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None
A brief description of the investor networks and/or collaborations:
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Optional Fields
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Additional documentation to support the submission:
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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.