Overall Rating Gold - expired
Overall Score 69.51
Liaison Kelsey Beal
Submission Date Oct. 31, 2019
Executive Letter Download

STARS v2.1

Indiana University-Purdue University Indianapolis (IUPUI)
PA-8: Committee on Investor Responsibility

Status Score Responsible Party
-- 0.00 / 2.00 Gary Stratten
Vice President and Chief Investment Officer
IU Foundation

This credit was marked as Not Pursuing so Reporting Fields will not be displayed.

Sustainable investment portfolios are available for individual employees through the two IU-sponsored providers of employee retirement plans (TIAA-CREF and Fidelity). By selecting this options, employees direct both their personal contributions, as well as IU's contributions, toward these responsible investment portfolios.

IU Foundation Investment Policy Statement
A. Purpose
As stated in the Foundation's corporate charter, the function of the Indiana University Foundation (hereinafter, "Foundation") is to raise, receive, hold, administer, invest and manage funds from donors wishing to benefit Indiana University. Funds donated to the Foundation for the benefit of the University
may be maintained in the form of endowments, quasi-endowments, charitable trusts or other forms deemed appropriate. The purpose of this Investment Policy Statement is to establish a clear understanding of the investment objectives and philosophy for maintaining and enhancing Foundation assets.
This document will describe the standards utilized by the Investment Committee of the Foundation’s Board of Directors (hereinafter, “Committee”) in monitoring investment performance, as well as, serve as a guideline for any investment manager retained. This document will be reviewed at least annually by the Committee. While shorter-term investment results will be monitored, adherence to a sound long-term investment policy, which balances short-term distributions with preservation of the real, inflation-adjusted value of assets, is crucial to the long-term success of the Foundation.

Indiana University Investment Policy Statement
I. Purpose
The Investment Policy (“Policy”) provides the guiding principles for Indiana University (the “University”) to effectively supervise, monitor and evaluate the investment of its financial assets to optimize returns within appropriate risk parameters. The investment program is defined in the various sections of the policy by:
• Articulating the legal requirements within which the assets may be invested.
• Serving as a review document to guide the ongoing oversight of Indiana University’s investments.
• Demonstrating that Indiana University is fulfilling its fiduciary responsibilities in the management of these investments.
• Maintaining a prudent investor profile consistent with the statutory requirements of the State of Indiana.

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