Overall Rating | Silver |
---|---|
Overall Score | 45.94 |
Liaison | Robin Frederick |
Submission Date | July 21, 2022 |
Indiana University Southeast
PA-10: Sustainable Investment
Status | Score | Responsible Party |
---|---|---|
0.06 / 5.00 |
Robin
Frederick Coordinator of STARS Assessment Administrative Affairs |
"---"
indicates that no data was submitted for this field
Part 1. Positive sustainability investment
4,158,030,000
US/Canadian $
Value of holdings in each of the following categories:
Value of holdings | |
Sustainable industries (e.g., renewable energy or sustainable forestry) | 29,104,125 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 funds funded from the endowment | 0 US/Canadian $ |
If any of the above is greater than zero, provide:
Reporting IU Systemwide: The value of holdings in sustainable industries include timber/forestry, solar energy, and other renewable energy such as wind and biogas
Percentage of the institution's investment pool in positive sustainability investments:
0.70
Part 2. Investor engagement
Sustainable investment policy
No
None
A copy of the sustainable investment policy:
---
None
The sustainable investment policy:
N/A
None
Does the institution use its sustainable investment policy to select and guide investment managers?:
No
A brief description of how the sustainable investment policy is applied:
N/A
Proxy voting
No
None
A copy of the proxy voting guidelines or proxy record:
---
None
A brief description of how managers are adhering to proxy voting guidelines:
N/A
Shareholder resolutions
No
Examples of how the institution has engaged with corporations in its portfolio about sustainability issues during the previous three years:
N/A
Divestment efforts and negative screens
No
A brief description of the divestment effort or negative screens and how they have been implemented:
N/A
Approximate percentage of endowment that the divestment effort and/or negative screens apply to:
0
Investor networks
No
None
A brief description of the investor networks and/or collaborations:
N/A
Optional Fields
---
Additional documentation to support the submission:
---
Data source(s) and notes about the submission:
Responses to PA-9, PA-10, and PA-11 include IU Foundation and IU Operating Funds for the entire IU System. We have been advised not to attempt to break investments down by specific campus. Because the funds are managed by two different entities, responses were reported separately and then combined for the purposes of STARS reporting. Reporting contacts: Jim Bergstrom, CFA, Senior Director of Investments, Indiana University Foundation; Alex Yuchvid, CFA, CPA, Director of Investments and Financial Analysis, Office of the Treasurer.
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.